How to Use HubSpot’s Service Object for Customer Onboarding

HubSpot recently launched the Service object: a new standard object designed for post-sale service delivery. It’s a clean alternative to using deals or tickets for onboarding, and it’s available across all HubSpot plans.

In this session, we’ll show you how to use the Service object as the foundation for your customer onboarding process, plus how to connect it to Arrows to track progress, launch onboarding plans, and build automation that works.

Watch the recording

What we’ll cover

→ Why the Service object is a better fit for onboarding than deals or tickets
→ How to set it up and customize it for your process
→ What’s possible with workflows, reporting, and automation
→ How Arrows connects to the Service object
→ Real examples of teams using it to streamline onboarding in HubSpot

We’ll also leave time for Q&A and share practical takeaways you can implement right away.

Who this is for

This session is for:

→ RevOps, onboarding, and CS leaders using HubSpot
→ Teams currently running onboarding in deals or tickets
→ Anyone looking to simplify or restructure their onboarding process

No advanced HubSpot setup or Arrows experience required!