Defining your customer onboarding process in a HubSpot pipeline is one of the best ways to make it more repeatable and easier to scale. In this video youâll see the 4 step framework we use to setup our HubSpot ticket pipeline in a way that ensure we can easily report on customer progress.
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đWHAT IS ARROWS?
Arrows is a collaborative customer onboarding tool that connects to HubSpot, for teams using HubSpot pipelines to manage their customer onboarding process.
â° TIMESTAMPS
00:00 Creating a new pipeline for customer onboarding
00:22 Defining the stages in your onboarding process
00:57 Mapping required data to the tasks in your process
02:01 Adding required fields to your HubSpot pipeline