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What plan data is available to sync to HubSpot?

A list of all available plan attributes that can be synced to properties inside of your HubSpot Deal or Ticket objects

Adding connections between HubSpot and Arrows allows you to sync data from your customer-facing plans to HubSpot directly.

The steps below cover where to create a new connection and which plan attributes are available to choose from (listed below).

Note: you’ll use either the Deal or Ticket data connections depending on which object you are using in HubSpot to manage your onboarding process.


1. Open the Integrations tab to add a new connection

From the Arrows app, head to the HubSpot tab and select + Add connection to get started.

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2. Select the connection type for sending information to your CRM

Choose between sending information to your HubSpot Deal OR HubSpot Ticket object and hit Next Step.

In this example, we’ll be setting up a connection to update HubSpot deals with data from Arrows plans Note: You can set up more than one connection and each connection can have more than one attribute syncing.

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3. Select your attributes and turn on your data sync

  1. Name your connection so you can reference it later
  1. Select the plan attribute you’d like to send to your CRM (ex: Plan status)
  1. Select the property in HubSpot to send that plan attribute information to (ex: Arrows Plan Status) Note: you’ll need to create custom properties in HubSpot to sync data into
  1. Optional: Add additional fields to sync
  1. Select Finish setup to start syncing data
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Available plan attributes

Here are the available plan attributes along with an example or short description of what you can expect to be synced into your HubSpot Deal or Ticket property

  1. Current phase name β†’ Getting Started
  1. Current task assignee email β†’ julia@example.com
  1. Current task assignee name β†’ Julia Johnson
  1. Current task description β†’ Description of the current task
  1. Current task due (date field) β†’ 2022-11-03
  1. Current task due (text field) β†’ Nov 3, 2022
  1. Current task name β†’ Schedule a meeting
  1. Days on current phase β†’ 4
  1. Days on current task β†’ 2
  1. Days since plan started β†’ 7
  1. Days until target date β†’ 16
  1. Last task completed β†’ Upload your documents
  1. Most recent task completion (date field) β†’ 2022-11-03
  1. Most recent task completion (text field)β†’ Nov 3, 2022
  1. Next participant task name β†’ Book a call
  1. Next participant task due date (date field) β†’ 2022-11-03
  1. Next participant task due date (text field) β†’ Nov 3, 2022
  1. Next coordinator task name β†’ Book a call
  1. Next coordinator task due date (date field) β†’ 2022-11-03
  1. Next coordinator task due date (text field) β†’ Nov 3, 2022
  1. Next unassigned task name β†’ Book a call
  1. Next unassigned due date (date field) β†’ 2022-11-03
  1. Next unassigned task due date (text field) β†’ Nov 3, 2022
  1. Number of overdue tasks β†’ 1
  1. Number of optional tasks β†’ 1
  1. Number of skipped tasks β†’ 1
  1. Participant last viewed (date field) β†’ 2022-11-03
  1. Participant last viewed (text field) β†’ Nov 3, 2022
  1. Plan at a glance β†’ A summary of the plan's status
  1. Plan name β†’ Onboarding Plan for ACME Co
  1. Plan started (date field) β†’ 2022-11-03
  1. Plan started (text field) β†’ Nov 3, 2022
  1. Plan status β†’ Active
  1. Plan target (date field) β†’ 2022-11-03
  1. Plan target (text field) β†’ Nov 3, 2022
  1. Plan URL - a link to your plan
  1. Point person last viewed (date field) β†’ 2022-11-03
  1. Point person last viewed (text field) β†’ Nov 3, 2022
  1. Task completion percentage β†’ 90%
  1. Template name β†’ the name of the template from which the plan is created
  1. Timeline percentage β†’ 95%
  1. Views by participants β†’ 25

Please let us know if there are additional plan attributes you are hoping to sync that are not available in the list and we’ll work through getting them added!

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