Resources

Strategies, tools, and workflows that help sales and onboarding teams thrive. Learn how to keep deals moving, create a smooth handoff, and set customers up for success.
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Blog
Choosing the Right HubSpot Object for Customer Onboarding

Understand which HubSpot object is the best fit for you, whether it's deals, tickets, or custom objects. We'll help you make the right choice to streamline your onboarding process.

Kim Hacker
•
3 minutes
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Blog
HubSpot chooses Arrows to power its global customer onboarding program

Daniel Zarick
•
4 minutes
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Blog
Nobody Told You? Project Management Tools Aren't For Customer Onboarding

We'll explore why the same tool that works so well to move projects along internally becomes a disaster when you start inviting your customers to it. Project management tools are not built for customer onboarding.

Shareil Nariman
•
6 minutes
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Resources

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Blog
Enable your new customers with collaborative onboarding plans
Kim Hacker
•
1 minute
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Blog
3 Basic Principles for Sales Handoffs in HubSpot
Stuart Balcombe
•
2 minutes
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Blog
Which HubSpot Hubs should you use for Customer Success?
Stuart Balcombe
•
2 minutes
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Product Updates
Plan activity: View engagement insights at a glance
Kim Hacker
•
2 minutes
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E-signature task action: automate your document signing process
Kim Hacker
•
1 minute
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Product Updates
Create a HubSpot attachment when a file is uploaded in Arrows
Kim Hacker
•
1 minute
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Product Updates
Bulk copy new task updates to active Arrows plans
Kim Hacker
•
2 minutes
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Product Updates
Gain insight into your onboarding template performance
Kim Hacker
•
3 minutes
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Product Updates
Automatically transfer Arrows plans between HubSpot objects
Kim Hacker
•
2 minutes
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Product Updates
Automatically create Arrows plans via HubSpot workflow
Kim Hacker
•
2 minutes
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Product Updates
Dynamic role assignment: auto-sync internal team roles from HubSpot user properties
Kim Hacker
•
1 minute
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Product Updates
Custom roles: streamline task assignment
Kim Hacker
•
1 minute
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Within minutes of receiving their first Arrows sales room, a prospect responded: 'Love the shared workspace format. Very efficient for storing all relevant info specifically for us.'

Evan Friedkin

Head of Business Development, Roobrik