September 26, 2023
We're excited to introduce a powerful new feature that streamlines your workflow automation: the Transfer Arrows plan workflow action in HubSpot.
This new functionality allows you to effortlessly transfer an Arrows onboarding plan from one record to another, optimizing your customer lifecycle management and boosting efficiency.
The Transfer Arrows plan workflow action is designed to seamlessly move an Arrows onboarding plan from its initial stage in the customer lifecycle (e.g., a sales deal) to the next stage (e.g., an onboarding deal). This automation is particularly useful when you want to maintain continuity and consistency across different phases of your customer journey.
To utilize this feature, you'll need to set up two workflows:
For step-by-step guide, read our knowledge base article: Automatically transfer an Arrows plan between HubSpot objects
Say goodbye to manual transfers and hello to streamlined workflow automation with Arrows.
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