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

You just finished a great first call with a prospect. They’re excited, they’re taking it back to their team—but now what?

If next steps aren’t clear, deals can stall. Instead of waiting for them to follow up, send them a personalized page with everything they need to keep moving forward.

With Arrows Sales Rooms, you can automatically create a tailored space for each prospect at the right moment. Here’s how to set it up in HubSpot:

Here’s how it works:

Pre-work:

• Make sure you have a sales room template created in your Arrows account
• Use clear deal stages in your HubSpot pipeline to track sales progression. In this example, we’ll create a sales room when a deal moves from our "Meeting Scheduled" stage.

Workflow setup:

1. Trigger the workflow when a deal moves out of "Meeting Scheduled" in your sales pipeline.

This ensures every deal that advances gets its own Arrows Sales Room automatically.‍

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2. Use an if/then branch to create different rooms based on the customer segment

For example, segment deals based on whether they’re SMB or Enterprise, or by deal size.

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3. For each customer segment or branch in your workflow, use the Create Arrows room workflow action to create an Arrows sales room.

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4. Inside the workflow action, select the Arrows template you want to use for each customer segment and add the right customer name and website URL.

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You're all set! Now, when a new prospect moves out of your Meeting Scheduled deal stage, Arrows will automatically create a new digital sales room that's personalized for them.