Arrows – The Vault 🔐

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HubSpot

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Submit any ideas you have to vault@arrows.to and we'll pick one to add each month!

Onboarding

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Onboarding

Prompt customers to schedule kickoff calls during onboarding

Made by

Arrows

Customer Success

New!

Customer Success

Configure HubSpot company records for customer success

Made by

Arrows

Onboarding

New!

Onboarding

Get kickoff calls scheduled quickly with Arrows and HubSpot

Made by

Arrows

Onboarding

New!

Onboarding

Automatically move customers through your onboarding pipeline in HubSpot

Made by

Arrows

Onboarding

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Onboarding

Identify and support customers stuck in onboarding

Made by

Arrows

Customer Success

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Customer Success

Show your customer's health score trends with emojis

Made by

Arrows

Customer Success

New!

Customer Success

Set up an automation to celebrate your long-term customers

Made by

Ryan Gunn

Onboarding

New!

Onboarding

Track time to onboarding kickoff call booked

Made by

Arrows

Customer Success

New!

Customer Success

Automatically send AI meeting summaries to HubSpot

Made by

Grain

Onboarding

New!

Onboarding

Create contacts in HubSpot based on Arrows form field responses

Made by

Arrows

Onboarding

New!

Onboarding

Stay on top of customers with overdue onboarding tasks

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Arrows

Onboarding

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Onboarding

Track the status of your Arrows onboarding plans

Made by

Arrows

Onboarding

New!

Onboarding

Request access to your customer's accounts during onboarding

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Arrows

Onboarding

New!

Onboarding

Ask customers to leave a review at the end of your onboarding process

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Arrows

Operations

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Operations

Integrate product data with HubSpot using Hightouch

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Arrows

Onboarding

New!

Onboarding

Confirm your customer's goals during onboarding

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Arrows

Onboarding

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Onboarding

Collect your customer's brand guidelines during onboarding

Made by

Arrows

Sales

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Sales

Proactively notify your sales team and drive renewals

Made by

Arrows

Operations

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Operations

Create a “Today’s Date” property for time-based reporting

Made by

Arrows

Operations

New!

Operations

Make specific people "marketing contacts" before sending automated emails

Made by

Arrows

Customer Success

New!

Customer Success

Quickly identify “customer health” with emojis

Made by

Arrows

Onboarding

New!

Onboarding

Build momentum in your kickoff call follow up emails

Made by

Arrows

Onboarding

New!

Onboarding

Keep your kickoff calls focused on strategy, not information gathering

Made by

Arrows

Customer Success

New!

Customer Success

Automatically create a renewal deal in HubSpot

Made by

Arrows

Sales

New!

Sales

Keep your customer's goals at the forefront of your onboarding strategy

Made by

Arrows

Sales

New!

Sales

Get visibility into onboarding activity with a HubSpot custom report

Made by

Arrows

Onboarding

New!

Onboarding

Understand CSMs capacity for onboarding customers

Made by

Arrows

Sales

New!

Sales

Automatically complete an Arrows task when a customer signs their PandaDoc agreement

Made by

Arrows

Sales

New!

Sales

Automatically complete an Arrows task when a customer pays their invoice

Made by

Arrows

Onboarding

New!

Onboarding

Allow customers to pay to get started with onboarding

Made by

Arrows

Onboarding

New!

Onboarding

Automatically populate your HubSpot meeting links in Arrows tasks

Made by

Arrows

Onboarding

New!

Onboarding

Get visibility into customers that are set to go live this month

Made by

Arrows

Customer Success

New!

Customer Success

Create HubSpot properties to track renewal data and automate workflows

Made by

Arrows

Customer Success

New!

Customer Success

Report on renewal revenue by type and year in HubSpot

Made by

Arrows

Customer Success

New!

Customer Success

Create subsequent renewal deals in your HubSpot renewal pipeline

Made by

Arrows

Customer Success

New!

Customer Success

Move renewal deals through your pipeline based on their upcoming renewal date

Made by

Arrows

Onboarding

New!

Onboarding

Automate your internal onboarding kickoff process

Made by

Arrows

Operations

New!

Operations

Require critical properties to be filled out between pipeline stages

Made by

Arrows

Onboarding

New!

Onboarding

Kick off a successful sales-to-onboarding handoff in HubSpot

Made by

Arrows

Operations

New!

Operations

Create HubSpot pipelines for each customer lifecycle stage

Made by

Arrows

Customer Success

New!

Customer Success

Create a renewals pipeline using HubSpot deals

Made by

Arrows

Customer Success

New!

Customer Success

Educate and activate your new signups

Made by

Arrows

Onboarding

New!

Onboarding

Automatically escalate "at risk" accounts in HubSpot

Made by

Arrows

Onboarding

New!

Onboarding

Introduce your onboarding plan to customers

Made by

Arrows

Onboarding

New!

Onboarding

Ask customers for a referral at the end of onboarding

Made by

Arrows

Onboarding

New!

Onboarding

Collect customer feedback at the end of your onboarding process

Made by

Arrows

Onboarding

New!

Onboarding

Show a pipeline tag when customers haven't viewed your onboarding plan

Made by

Arrows

Onboarding

New!

Onboarding

Show a pipeline tag when customers are stuck on a task in onboarding

Made by

Arrows

Onboarding

New!

Onboarding

Show a pipeline tag when a customer's onboarding target date is coming up

Made by

Arrows

Onboarding

New!

Onboarding

Show a pipeline tag when a customer's onboarding task is overdue

Made by

Arrows

Onboarding

New!

Onboarding

Invite your customers to a Slack Connect channel during onboarding

Made by

Arrows

Operations

New!

Operations

Keep data in sync between associated objects in HubSpot

Made by

Arrows

Onboarding

New!

Onboarding

Prompt your customers to sign an agreement to kick off the onboarding process

Made by

Arrows

Onboarding

New!

Onboarding

Share training or how-to videos during your onboarding process

Made by

Arrows

Customer Success

New!

Customer Success

Calculate an average customer satisfaction rating

Made by

Arrows

Customer Success

New!

Customer Success

Build a customer health score in HubSpot

Made by

Arrows

Operations

New!

Operations

Calculate an account utilization metric in HubSpot

Made by

Arrows

Onboarding

New!

Onboarding

Track time in stage for your onboarding pipeline

Made by

Arrows

Customer Success

New!

Customer Success

Send AI-meeting summaries to a Slack channel

Made by

Grain

Customer Success

New!

Customer Success

Automatically share customer insights with product teams in Slack

Made by

Grain

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