Automatically move customers through your onboarding pipeline in HubSpot

When you have clear definition of when customers should enter and exit each stage in your HubSpot onboarding pipeline, you can save your team a whole lot of manual CRM management using automation.


If you're connecting a collaborative Arrows action plan to a deal, ticket, or custom object you use to manage your onboarding process in HubSpot we can automatically move the customer record through the pipeline as they engage and take action in the customer-facing plan.
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Here’s how it works:

Option 1: Using Pipeline Automation in Arrows

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1. From any Arrows template you can access Pipeline Automation from the left sidebar.

2. Select the pipeline in HubSpot you would like to automate.

3. Choose your automation criteria: Arrows completed tasks, phases, or plan status changes.

4. Publish your pipeline automation.

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Option 2: Using a HubSpot Workflow Automation

PRE-WORK

Set up a data sync from Arrows to HubSpot using the Arrows Current Phase property.

WORKFLOW SETUP

1. Trigger the deal or ticket based workflow when the Arrows Current Phase property is known

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2. Create an IF/THEN branch for each phase in your Arrows onboarding plan

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3. For each conditional branch, set the property value of the pipeline stage equal to the branch selected

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Optionally: Add additional steps that need to happen when a customer enters a specific stage of the pipeline. For example:

• Creating a new deal in our sales pipeline when a customer is ready to upgrade.
• Assigning an owner to the deal
• Sending a Slack notification to our sales team

Using data to drive your HubSpot pipeline movements helps ensure consistency and provides the opportunity to trigger further workflows to improve the experience for your team and your customers.