The Vault 🔐

Find out what went wrong in your last discovery call with ChatGPT

Sales

New!

Sales

Create a personalized Arrows sales room for every prospect with HubSpot workflows

Sales

New!

Sales

What’s driving your closed-won deals? Use ChatGPT to find out.

Sales

New!

Sales

Building an Onboarding Command Center in HubSpot

Onboarding

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Onboarding

Automatically Create Handoff Notes from Sales to Onboarding in HubSpot Using Fathom

Onboarding

New!

Onboarding

8 Essential Reports Your HubSpot Onboarding Dashboard Needs

Fathom

Onboarding

New!

Onboarding

Track Time to Onboarding Kickoff: Measure Speed and Momentum Post-Sale

Onboarding

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Onboarding

Get kickoff calls scheduled quickly with Arrows and HubSpot

Onboarding

New!

Onboarding

Configure HubSpot company records for customer success

Customer Success

New!

Customer Success

Identify and support customers stuck in onboarding

Onboarding

New!

Onboarding

Show your customer's health score trends with emojis

Customer Success

New!

Customer Success

Set up an automation to celebrate your long-term customers

Customer Success

New!

Customer Success

Create the right Arrows plan for each customer segment

Ryan Gunn

Onboarding

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Onboarding

Prompt customers to schedule kickoff calls during onboarding

Onboarding

New!

Onboarding

Create HubSpot pipelines for each customer lifecycle stage

Operations

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Operations

Report On Revenue Breakdown in HubSpot Deals

Sales

New!

Sales

Automatically Identify At-Risk Deals in HubSpot Using Grain Call Recordings

Sales

New!

Sales

Streamline Lead Follow-Up Calling By Integrating Aircall and HubSpot

Sales

New!

Sales

Use ChatGPT to uncover missed qualification opportunities in your discovery calls

Aircall

Sales

New!

Sales

Use ChatGPT to analyze competitor mentions in your sales calls

Sales

New!

Sales

Have ChatGPT help you prepare for your final closing call and handle any objection

Sales

New!

Sales

Analyze your closed-lost sales calls with ChatGPT to improve win rates

Sales

New!

Sales

Automatically move customers through your onboarding pipeline in HubSpot

Onboarding

New!

Onboarding

Average Days to Onboarding Completion: Track and Improve Your Onboarding Efficiency in HubSpot

Onboarding

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Onboarding

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

Onboarding

New!

Onboarding

Automatically populate Stripe payment links in an Arrows onboarding task

Sales

New!

Sales

Onboarding by Status and Rep: Monitor In-Flight Plans and Team Workload in HubSpot

Onboarding

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Onboarding

Onboarding Tickets Closed by Rep: Measure Team Performance at a Glance in HubSpot

Onboarding

New!

Onboarding

Measure Average Onboarding Completion Over Time Inside HubSpot

Onboarding

New!

Onboarding

Track Onboarding Health in HubSpot and Stay Ahead of At-Risk Customers

Onboarding

New!

Onboarding

Stay on Top of Customers with Overdue Onboarding Tasks in HubSpot

Onboarding

New!

Onboarding

Onboarding by Status & Start Month: Track Your Onboarding Plan Success in HubSpot

Onboarding

New!

Onboarding

Get visibility into onboarding activity with a HubSpot custom report

Sales

New!

Sales

Build a customer health score in HubSpot

Customer Success

New!

Customer Success

Build momentum in your kickoff call follow up emails

Onboarding

New!

Onboarding

Allow customers to pay to get started with onboarding

Onboarding

New!

Onboarding

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

Sales

New!

Sales

Automatically send AI meeting summaries to HubSpot

Customer Success

New!

Customer Success

Request access to your customer's accounts during onboarding

Onboarding

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Onboarding

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

Onboarding

New!

Onboarding

Share training or how-to videos during your onboarding process

Onboarding

New!

Onboarding

Understand CSMs capacity for onboarding customers

Onboarding

New!

Onboarding

Send AI-meeting summaries to a Slack channel

Customer Success

New!

Customer Success

Automatically complete an Arrows task when a customer pays their invoice

Sales

New!

Sales

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

Customer Success

New!

Customer Success

Create subsequent renewal deals in your HubSpot renewal pipeline

Customer Success

New!

Customer Success

Introduce your onboarding plan to customers

Onboarding

New!

Onboarding

Quickly identify “customer health” with emojis

Customer Success

New!

Customer Success

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

Onboarding

New!

Onboarding

Integrate product data with HubSpot using Hightouch

Operations

New!

Operations

Track the status of your Arrows onboarding plans

Onboarding

New!

Onboarding

Create contacts in HubSpot based on Arrows form field responses

Onboarding

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Onboarding

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

Onboarding

New!

Onboarding

Create a renewal pipeline using HubSpot deals

Customer Success

New!

Customer Success

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

Operations

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Operations

Collect customer feedback at the end of your onboarding process

Onboarding

New!

Onboarding

Automatically escalate "at risk" accounts in HubSpot

Onboarding

New!

Onboarding

Proactively notify your sales team and drive renewals

Sales

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Sales

Keep your kickoff calls focused on strategy, not information gathering

Onboarding

New!

Onboarding

Report on renewal revenue by type and year in HubSpot

Customer Success

New!

Customer Success

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

Onboarding

New!

Onboarding

Automatically populate your HubSpot meeting links in Arrows tasks

Onboarding

New!

Onboarding

Calculate an average customer satisfaction rating

Customer Success

New!

Customer Success

Track time in stage for your onboarding pipeline

Onboarding

New!

Onboarding

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

Onboarding

New!

Onboarding

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

Onboarding

New!

Onboarding

Create HubSpot properties to track renewal data and automate workflows

Customer Success

New!

Customer Success

Educate and activate your new signups

Customer Success

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Customer Success

Keep data in sync between associated objects in HubSpot

Operations

New!

Operations

Invite your customers to a Slack Connect channel during onboarding

Onboarding

New!

Onboarding

Automate your internal onboarding kickoff process

Onboarding

New!

Onboarding

Calculate an account utilization metric in HubSpot

Operations

New!

Operations

Automatically create a renewal deal in HubSpot

Customer Success

New!

Customer Success

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

Onboarding

New!

Onboarding

Automatically share customer insights with product teams in Slack

Customer Success

New!

Customer Success

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

Sales

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Sales

Make specific people "marketing contacts" before sending automated emails

Operations

New!

Operations

Set up Slack alerts to notify teams about customer progress

Onboarding

New!

Onboarding

Automatically populate HubSpot Quote links in your Arrows tasks

HungryHungry

Sales

New!

Sales

Build a High-Intent Lead List with Wistia and HubSpot

Marketing

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Marketing

Sign Agreements and Kick Off Onboarding With HubSpot, Arrows, and PandaDoc

Wistia

Sales

New!

Sales

Nurture your new customers through the first critical weeks post go-live

PandaDoc

Customer Success

New!

Customer Success

Configure HubSpot deal and ticket records for customer success

HungryHungry

Customer Success

New!

Customer Success

Confirm your customer's goals during onboarding

Onboarding

New!

Onboarding

Collect your customer's brand guidelines during onboarding

Onboarding

New!

Onboarding

Require critical properties to be filled out between pipeline stages

Operations

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Operations

Ask customers for a referral at the end of onboarding

Onboarding

New!

Onboarding