When you have clear definition of when customers should enter and exit each stage in your pipeline, you can save your team a whole lot of manual CRM management with this workflow.
In this example, we're updating the pipeline our internal team uses to manage onboarding with real-time data from the collaborative action plan the customer is working on (Arrows).
Set up a data sync from Arrows to HubSpot using the Arrows Current Phase property.
Optionally: Add additional steps that need to happen when a customer enters a specific stage of the pipeline. For example:
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.
Explore easy-to-setup templates to kickstart your onboarding process in no time.View all templates