What plan data is available to sync to HubSpot?

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.

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.

3. Select your attributes and turn on your data sync

1. Name your connection so you can reference it later

2. Select the plan attribute you’d like to send to your CRM (ex: Plan status)

3. 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

4. Optional: Add additional fields to sync

5. Select Finish setup to start syncing data

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 → Getting Started

2. Current task assignee email → julia@example.com

3. Current task assignee name → Julia Johnson

4. Current task description → Description of the current task

5. Current task due (date field) → 2022-11-03

6. Current task due (text field) → Nov 3, 2022

7. Current task name → Schedule a meeting

8. Days on current phase → 4

9. Days on current task → 2

10. Days since plan started → 7

11. Days until target date → 16

12. Last task completed → Upload your documents

13. Most recent task completion (date field) → 2022-11-03

14. Most recent task completion (text field)→ Nov 3, 2022

15. Next participant task name → Book a call

16. Next participant task due date (date field) → 2022-11-03

17. Next participant task due date (text field) → Nov 3, 2022

18. Next coordinator task name → Book a call

19. Next coordinator task due date (date field) → 2022-11-03

20. Next coordinator task due date (text field) → Nov 3, 2022

21. Next unassigned task name → Book a call

22. Next unassigned due date (date field) → 2022-11-03

23. Next unassigned task due date (text field) → Nov 3, 2022

24. Number of overdue tasks → 1

25. Number of optional tasks → 1

26. Number of skipped tasks → 1

27. Participant last viewed (date field) → 2022-11-03

28. Participant last viewed (text field) → Nov 3, 2022

29. Plan at a glance → A summary of the plan's status

30. Plan name → Onboarding Plan for ACME Co

31. Plan started (date field) → 2022-11-03

32. Plan started (text field) → Nov 3, 2022

33. Plan status → Active

34. Plan target (date field) → 2022-11-03

35. Plan target (text field) → Nov 3, 2022

36. Plan URL - a link to your plan

37. Point person last viewed (date field) → 2022-11-03

38. Point person last viewed (text field) → Nov 3, 2022

39. Task completion percentage → 90%

40. Template name → the name of the template from which the plan is created

41. Timeline percentage → 95%

42. Views by participants → 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!