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

Steal this HubSpot pipeline tag setup to add a tag to a deal or ticket when your customer has an overdue tasks in their Arrows onboarding plan

Use this template in Arrows
Show a pipeline tag when a customer's onboarding task is overdue
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Made by
Arrows
Category
Onboarding
Operations
Type
Tips
Tools used
Arrows
HubSpot

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If you're managing customer onboarding in a HubSpot deal or ticket pipeline, especially at a high-volume, you know how important it is to have an at-a-glance overview of your customer's progress.

You can set up tags on your onboarding pipeline to be able to easily track the critical data points that mean the most to you.

In this example, we're creating a tag when a customer has an overdue task in their Arrows onboarding plan.

Here's how it works:

PRE-WORK:

Make sure you've set up the Arrows -> HubSpot data sync ahead of time.

Here are the properties we'll be using for this tip:

  • Arrows Overdue Tasks
  • Arrows Plan Status

1. In HubSpot, go to pipeline settings page to access deal tags

(We'll use deals in this example, but the functionality will be the same if you're using tickets for onboarding)

To access your deal tags, go to Settings > Deals > Pipelines > Customize deal tags > Add tag

2. Set up your tag settings

In this example, we want to show a tag on the onboarding pipeline when a customer has 1 or more overdue tasks in their Arrows plan.

3. Add your filters

We're filtering by:

  • Arrows Overdue Tasks is greater than or equal to 1
  • Arrows Plan Status is equal to Active

Now you're all set! Here's how the tags will appear on your pipeline once the deal or ticket object your Arrows plan is associated with meets that criteria:

🌟 Bonus: you can also set up this HubSpot custom report to track all customers with overdue tasks!

Steal this cheat sheet for running customer success in HubSpot

Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.

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