Here are 20+ ways Arrows goes deeper in Salesforce than similar tools
Many similar tools claim to integrate with Salesforce, but Arrows has taken it to another level. The result? An integration that makes both your customers, your team, and your Salesforce admin happy.
Built for teams that live in Salesforce & trusted by the best
Arrows powers companies across industries that run their entire business in Salesforce. From fast-growing startups to enterprise teams, see how leading companies use Arrows to sell and onboard directly inside their CRM.
20+ ways Arrows goes deeper in Salesforce than similar tools
View sales room engagement and onboarding plan progress inside Salesforce
View key information about a plan or room right within the Salesforce record. No tab switching, no context switching. Get full visibility into progress, activity, and where to focus next.
Connect Arrows with accounts, opportunities, cases, or custom objects in Salesforce
Connect rooms or plans to any Salesforce object that fits your existing process—accounts, opportunities, cases, or custom objects. No need to rework pipelines or handoffs.
Most competitors can connect to one or two object types in Salesforce, but as far as we know, only Arrows can connect to this many object types.
Show Arrows activity in the Salesforce timeline
View and track key plan and room events in the Salesforce timeline. Control which events show up, so you get the right context at the right time.
Sync 60+ data points from Arrows into Salesforce
Create and sync Arrows data into Salesforce fields in one click—no complex field mapping required. Use that synced data to trigger workflows, build reports, send alerts, and take any other action within Salesforce.
Most competitors with Salesforce integrations can sync only a few data points into the CRM. Arrows syncs over 60 data points and keeps them continuously in sync with Salesforce in real time.
Sync form responses from Arrows to Salesforce fields
Use forms in Arrows to collect information from customers, and sync their responses directly to Salesforce fields. Updates happen automatically—no manual entry needed.
We're not aware of any competitor with this functionality.
Automatically add Salesforce contacts as participants in new plans and rooms
When creating a plan or room from an account, opportunity, case, or custom object, associated contacts are added as participants. No need to manually add participants or re-type emails.
Show Salesforce fields as dynamic text inside your plans or rooms
Personalize plans and rooms with your Salesforce data. Add dynamic fields like {{ company.name }}, {{ deal.dealname }}, or {{ ticket.hs_pipeline_stage }} to any text block in Arrows, including emails.
Autocomplete onboarding plan tasks using Salesforce fields
Automatically mark onboarding tasks as done when relevant Salesforce fields change. No manual updates needed—plans stay in sync with your CRM.
We're not aware of any competitor with this functionality.
Set dynamic task due dates from Salesforce fields
Use Salesforce date fields to set Arrows task deadlines automatically. Due dates update as your CRM data changes.
We're not aware of any competitor with this functionality.
Dynamically include tasks, phases, or form questions based on Salesforce data
Include or exclude tasks, phases, or form questions within a plan based on customer info in Salesforce. Each plan adjusts automatically to the customer’s data.
We're not aware of any competitor with this functionality.
Unlock onboarding plan tasks or phases based on Salesforce properties
Use Salesforce data to control plan progress. Unlock gated sections automatically based on property values in Salesforce.
We're not aware of any competitor with this functionality.
Trigger Salesforce pipeline stage updates based on onboarding plan progress
Automatically move your Salesforce objects through your pipeline when an onboarding phase or task is completed, or when the plan status changes.
Pull and display Salesforce object owner in sales room intro blocks
Automatically display the object owner from Salesforce inside the intro block of a sales room. Keep rooms personalized and aligned with the rep leading the process.
Create new contacts in Salesforce when new stakeholders view your sales rooms
When someone new engages with your sales room, Arrows creates a new contact in Salesforce automatically. No missed stakeholders, no manual data entry.
Display next meeting details from the connected object inside sales rooms
Arrows reads your Salesforce data to automatically pull the next scheduled meeting, and displays it inside your sales room. Keep prospects aligned on what’s next, right inside the room.
We're not aware of any competitor with this functionality.
Get AI-powered content suggestions from calls, emails, and notes in Salesforce
Arrows Intelligence reads Salesforce activity—call recordings, emails, and notes—to suggest content updates to your sales room. Keep rooms up-to-date after every interaction.
We're not aware of any competitor with this functionality.
Automatically pull call recordings into your rooms
Arrows Intelligence detects synced Salesforce call recordings and suggests adding them to the right room—no manual upload needed.
We're not aware of any competitor with this functionality.
Generate personalized sales follow-ups based on Salesforce activity
Arrows Intelligence reads calls, emails, and notes in Salesforce to suggest relevant follow-up emails. No need to re-listen calls or spend time drafting emails after every sales call.
We're not aware of any competitor with this functionality.
Automatically generate next steps, milestones, and value props from Salesforce data
Arrows Intelligence reviews calls, emails, and notes to suggest key sales room updates—like next steps, milestones, and value prop—inside your rooms. Your sales rooms will always stay up-to-date with everything you and your buyer discussed.
We’ll let our happy customers do the talking
Real words from teams who use Arrows every day.
Arrows has had a material impact on our team. We're seeing higher deal values, faster sales cycles, and our AEs are getting hours back per week. The beauty of Arrows is that it provides a way to track, store, and hand off information in a way that just wasn't possible before.
Revenue Operations Manager
I know that at the end of every call, how our product is being presented is consistent. And that is so important when you're wanting to grow quickly and have a strong experience out in the market. That has really helped us close deals more quickly because we're able to do that at scale.
Chief Customer Officer
Arrows allows me to easily communicate with various creators that I'm working with and their teams. We're not getting lost in email communication and everyone can see what's going on. It saves me a lot of time every day and I really, really love it.
Implementation Specialist
Arrows has definitely allowed our team to process more onboardings at the same time, so we are able to onboard more customers concurrently than we could before.
Customer Success Manager
Life after Arrows has been a breath of fresh air. We have a centralized location where we have one view of all of our onboarding, the current status of each customer, the associated dollar value, where they may be stuck. For my team, it's amazing because most of it is automated now.
VP of Customer Experience
Arrows is an absolute game-changer for any high-touch onboarding. Our business requires a very heavy lift to get initial clients up and running, with a lot of back and forth. Arrows is able to minimize our manual efforts while guiding clients seamlessly through our process (even the non-tech savvy clients)
Senior Manager of Operations
I can't imagine Arrows just disappearing from our lives all of a sudden. I think that would put us into a lot of chaos, a lot of disorganization. We would kind of have to start from scratch again. I think my team relies so heavily now on this tracking system.
Chief of Staff
Arrows saves me about 30 minutes per customer per week, which is about 15 hours of work a week. That's a lot of time that I get back that I can spend directly working with customers.
Principal Onboarding Specialist
I cannot believe how good Arrows is. Every time I thought "I hope it can do X!" not only did do X, it did X BETTER than I thought it would.
Principal
Life before Arrows was arduous. It was a lot of bulky text in emails, constantly deleting, re-uploading things. Now I can just whip out followups much quicker, which allows me to end my day at the right time and have a good balance of life.
Senior Account Executive
At this point, it's really hard to imagine life without Arrows. It's an integral part of our onboarding process. Our team loves it. It's something that just feels like it's part of TripWorks at this point.
EVP of Operations,
We offer white-glove onboarding to our customers, which involves a lot of back-and-forth. Arrows makes that process easy so that we can always see where customers are in their onboarding journey.
COO
