August 22, 2023
For many onboarding managers and CSM's, collecting data and documents during onboarding is essential. It's a key step and the onboarding process often hinges on the availability of this information.
While gathering files has always been easy with Arrows, we've now taken it a step further. With this update, files uploaded in Arrows tasks can now be automatically attached to the associated HubSpot object.
This means that the important documents you collect in your onboarding plans are not only easy to gather but are also seamlessly stored in your source of truth, HubSpot.
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