The Vault

Steal all our templates, playbooks, and resources for making happy customers at scale with HubSpot + Arrows.
Subscribe to The Vault and get all new templates directly in your inbox
You'll also be subscribed to the Happy Customers newsletter.
Sales
9 essential HubSpot reports to measure sales room performance
Made by:
Arrows
Sales
Track close rate by number of unique sales room visitors in HubSpot
Made by:
Arrows
Sales
Track sales room adoption by sales rep in HubSpot
Made by:
Arrows

All posts

All
Type
Category
Tools used
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Onboarding
Onboarding by Status & Start Month: Track Your Onboarding Plan Success in HubSpot
Made by:
Arrows
Onboarding
Automatically Create Handoff Notes from Sales to Onboarding in HubSpot Using Fathom
Made by:
Fathom
Onboarding
Building an Onboarding Command Center in HubSpot
Made by:
Arrows
Onboarding
8 Essential Reports Your HubSpot Onboarding Dashboard Needs
Made by:
Arrows
Sales
Streamline Lead Follow-Up Calling By Integrating Aircall and HubSpot
Made by:
Aircall
Sales
Sign Agreements and Kick Off Onboarding With HubSpot, Arrows, and PandaDoc
Made by:
PandaDoc
Marketing
Build a High-Intent Lead List with Wistia and HubSpot
Made by:
Wistia
Sales
Automatically Identify At-Risk Deals in HubSpot Using Grain Call Recordings
Made by:
Grain
Sales
Report On Revenue Breakdown in HubSpot Deals
Made by:
Arrows
Customer Success
Nurture your new customers through the first critical weeks post go-live
Made by:
HungryHungry
Onboarding
Set up Slack alerts to notify teams about customer progress
Made by:
HungryHungry
Sales
Automatically populate HubSpot Quote links in your Arrows tasks
Made by:
Arrows
No items found.

Marketing

Explore More
Build a High-Intent Lead List with Wistia and HubSpot
Made by:
Wistia

Operations

Explore More
Require critical properties to be filled out between pipeline stages
Made by:
Arrows
Create HubSpot pipelines for each customer lifecycle stage
Made by:
Arrows
Calculate an account utilization metric in HubSpot
Made by:
Arrows
Keep data in sync between associated objects in HubSpot
Made by:
Arrows

Customer Success

Explore More
Nurture your new customers through the first critical weeks post go-live
Made by:
HungryHungry
Configure HubSpot deal and ticket records for customer success
Made by:
Arrows
Report on renewal revenue by type and year in HubSpot
Made by:
Arrows
Create subsequent renewal deals in your HubSpot renewal pipeline
Made by:
Arrows

Sales

Explore More
9 essential HubSpot reports to measure sales room performance
Made by:
Arrows
Track close rate by number of unique sales room visitors in HubSpot
Made by:
Arrows
Track sales room adoption by sales rep in HubSpot
Made by:
Arrows
See which sales reps drive the most sales room views
Made by:
Arrows

Onboarding

Explore More
Onboarding by Status and Rep: Monitor In-Flight Plans and Team Workload in HubSpot
Made by:
Arrows
Onboarding Tickets Closed by Rep: Measure Team Performance at a Glance in HubSpot
Made by:
Arrows
Measure Average Onboarding Completion Over Time Inside HubSpot
Made by:
Arrows
Average Days to Onboarding Completion: Track and Improve Your Onboarding Efficiency in HubSpot
Made by:
Arrows

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.

You'll also be subscribed to the Happy Customers newsletter.

Deliver a white-glove experience for every buyer with Arrows.

Try Arrows for free
Schedule a demo

1,500+

App installs

On the HubSpot App Marketplace

Learn More

4.8

Average review on G2,
an independent review site.

Learn More

Within minutes of receiving their first Arrows sales room, a prospect responded: 'Love the shared workspace format. Very efficient for storing all relevant info specifically for us.'

Evan Friedkin

Head of Business Development, Roobrik