You can set up automations directly inside Arrows that will automatically move your onboarding record through the pipeline stages in HubSpot as your customers make progress through their onboarding plans.
This can be set up based on certain tasks being completed, phases being completed (most common), or plan status changes!
You’ll reduce manual work for your teams and ensure onboarding progress is properly represented inside of your onboarding pipelines in HubSpot
Access the Pipeline automation panel
When editing any template, you’ll see Pipeline automation in the side navigation menu.
Click into that to get started!
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F6bb34bf1-08d0-4b32-b530-8b23882936b0%2F570bebf5-894f-4dcb-afa5-7ef87964f43c%2Fkb_-_template_settings_-_pipeline_automation_.png?table=block&id=bba9bb01-51a5-42ba-b2c0-d399c4f0cdd8&cache=v2)
Select the pipeline
Arrows will detect your HubSpot pipelines.
Select the onboarding pipeline you wish to set up automations for.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F6bb34bf1-08d0-4b32-b530-8b23882936b0%2F796da685-cb3a-477f-9ca4-921afdca905b%2Fkb_-_pipeline_automation_-_template_selection.png?table=block&id=9afb5ccb-5142-452a-bc25-8cd847a9c856&cache=v2)
Begin your Pipeline automation set up
On this screen, you’ll be able to…
- confirm you are setting up automations for the correct pipeline
- confirm your pipeline stages (synced from HubSpot)
- and, be sure to save your automation when you’ve finished the set up
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F6bb34bf1-08d0-4b32-b530-8b23882936b0%2F520b57ef-4bd0-4226-bd01-daed00cbe82a%2Fkb_-_pipeline_automation_-_pipeline_setup.png?table=block&id=1aca754a-1553-4b55-b418-4e7b8818f53a&cache=v2)
Configure the setup
You’ll want to set the conditions that would result in your plan moving into the next stage.
In this example, we have a pipeline stage called “HubSpot Configuration” and want our onboarding record to move to that stage when the phase for “Arrows Template Setup” is completed in the Arrows plan.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F6bb34bf1-08d0-4b32-b530-8b23882936b0%2F92c8ee60-8a36-4f9d-a9b8-2e96d8577ae6%2Fkb_-_pipeline_automation_-_phase_completion_setup.png?table=block&id=bb583b1f-f191-4c97-bf87-8b6b6b014f96&cache=v2)
Confirm and save your automations
Once you’ve set a condition(s) for the stages you want automated, hit the Save automation button and you’ll be set to go!
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F6bb34bf1-08d0-4b32-b530-8b23882936b0%2F20e30a39-ea95-4847-a1ac-5e2bf5a64d96%2Fkb_-_pipeline_automation_-_save_setup.png?table=block&id=94103fd5-ac9d-49c9-960c-527dd1a12af2&cache=v2)
Publish or edit your automation
If you have plans already created from that template, you can publish these new automation changes now that you’ve saved your automation.
Otherwise, all new plans created from that template will be included in that automation going forward!
You can always come back to this panel in your template settings to edit or change your pipeline automations.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F6bb34bf1-08d0-4b32-b530-8b23882936b0%2F3254459b-c18f-49a3-b056-07fe3d84d203%2Fkb_-_pipeline_automation_-_publish_changes.png?table=block&id=afb4c2dd-05a1-433d-bcdb-2d910d6a5a99&cache=v2)
Pipeline automation panel on a plan
Once you have a connected onboarding plan, the Pipeline automation panel will let you…
- confirm the connected pipeline
- see the current pipeline stage for your plan
- see the activity that triggered the movement in your pipeline!
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F6bb34bf1-08d0-4b32-b530-8b23882936b0%2F207407cb-ac1d-4e41-b2bf-0bbf39d950d1%2Fkb_-_pipeline_automation_plan_view.png?table=block&id=3e25561f-49a6-4c2d-b3db-bb5eb0334be0&cache=v2)
Pipeline automations are a great way to ensure your HubSpot pipelines always represent the state of your onboarding plans without adding a ton of manual work to your teams!