Fractionalized HubSpot Marketing & Revenue Operations
Deliver A Better Sales & Customer Onboarding Experience With HubSpot + Arrows Sales Rooms & Onboarding Plans
The number of little steps needed to close a deal and then onboard your customers onto your SaaS platform are numerous, and beyond remembering them all, manually orchestrating all this is beyond a pain in the butt, let's change that!
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Thinking Through The Process Of Integrating HubSpot With Arrows
Documenting Your Process
Have you ever documented your sales and onboarding process and what should be happening between your teams and customers?
Data Fields & Engagements
Thinking through the process, what types of engagements and data do you need to collect at different points of the customer journey?
Automations & Notifications
Get the most out of Arrows by setting up the automations and notifications needed that allow you to scale.
Integrating HubSpot + Arrows
Our goal when working with you to integrate your HubSpot instance with Arrows is to streamline this process as much as possible. We'll have a handful of conversations with whoever leads your sales department and then your customer success so we understand the current situation and then we'll set up the following:
Data Sync Between HubSpot + Arrows
Utilizing the Arrows Form task action is an effective method for gathering information from your customers during onboarding or implementation.
All Arrow forms can be configured to sync directly with a HubSpot property, guaranteeing that all crucial information is seamlessly integrated into your CRM.
Syncing Sales Pipeline With Onboarding
Streamlining the transition from sales to onboarding is crucial for efficient customer management. The key lies in the backend transfer of data, particularly the Arrows Plan URL, from the sales deal (Deal A) to the onboarding deal (Deal B).
This process is typically automated through a HubSpot workflow, triggered when a sales deal reaches a specific milestone, such as "closed-won" status. The workflow's "critical action" is the creation of Deal B, which should include copying the Arrows Plan URL from Deal A.
Setup Customer Pipeline For Onboarding
The Arrows integration with HubSpot streamlines customer onboarding by seamlessly syncing data between customer-facing plans and HubSpot properties. This powerful connection enables the automatic progression of customers through onboarding stages in your pipelines, eliminating manual updates.
The integration also provides valuable insights through reports that track the duration of each onboarding phase, allowing you to optimize your processes. By leveraging this data, you can identify bottlenecks, measure onboarding efficiency, and make data-driven decisions to improve your customer experience.
Arrow Automations & Workflows
Enhance your onboarding process by setting up automations within Arrows that seamlessly transition your onboarding records through HubSpot pipeline stages as customers progress. You can configure these automations based on completed tasks, finished phases (the most common approach), or changes in plan status.
This not only minimizes manual effort for your team but also ensures that onboarding progress is accurately reflected in your HubSpot pipelines. Experience a more efficient onboarding journey and keep your teams focused on what truly matters.
Creating HubSpot Fields For Arrows
To fully leverage the capabilities of Arrows, it's essential to synchronize your Arrows plan data with HubSpot properties. This integration allows you to enhance your HubSpot pipelines by incorporating valuable insights from your Arrows plans.
Moreover, the enriched data can be utilized to power your HubSpot workflows and create customized reports. This means you can automate processes more effectively and generate reports that reflect real-time progress, enabling data-driven decision-making.
Let Us Get You Integrated With Arrows
You could figure it out, yes, but do you want to?