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

Steal this HubSpot pipeline tag setup to add a tag to a deal or ticket when your customer has been stuck on an onboarding task for more than 7 days

Use this template in Arrows
Show a pipeline tag when customers are stuck on a task in onboarding
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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 been stuck on a particular task for more than 7 days.

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 Days on Current Task
  • 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 been stuck on an Arrows onboarding task for more than 7 days.

3. Add your filters

We're filtering by:

  • Arrows Plan Status is equal to Active
  • Arrows Time on Task is greater than 7

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:

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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