@arrows Arrows

Arrows posts on YouTube about hubspot, success, client, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands stocks social networks finance

Social topic influence hubspot #101, success, client, ai, deep, deep dive, how to, walk, sync, data

Top assets mentioned Salesforce Inc (CRM)

Top Social Posts

Top posts by engagements in the last [--] hours

"Why HubSpots New Service Object is the Best Way to Manage Customer Onboarding If you're already managing customer onboarding in HubSpot you've probably been using deals tickets or custom objects to run your onboarding pipeline. Until now those were your only options but they werent built specifically for post-sale service delivery. HubSpots new Services object changes that. In this video we'll walk through: What the Service object is and how to set it up in your HubSpot portal Why its a better home for customer onboarding than deals or tickets How to connect your Arrows onboarding plans"
YouTube Link 2025-04-08T04:13Z [----] followers, [----] engagements

"First Look: Customer Success Workspace HubSpot Service Hub Guide to Running Customer Success in HubSpot: https://arrows.to/guide/how-to-run-customer-success-in-hubspotutm_source=youtube&utm_medium=description&utm_campaign=service_hub_secrets&utm_content=customer_success_workspace Today HubSpot released a customer success workspace in Service Hub that provides a dedicated space to proactively support customers and increase retention. But this isnt just a new feature its HubSpots first explicit step to help post-sale teams embrace the connected customer platform instead of siloing data and"
YouTube Link 2024-04-24T04:44Z [----] followers, 44.1K engagements

"How to Manage Internal Onboarding Tasks With HubSpot In this video you'll learn how to create a HubSpot workflow based on your customer-facing onboarding plan that drives the automated creation of internal tasks for your team. We'll cover how to create and assign tasks based on relative dates as well as customer activity and task status. By the end of this tip youll have a workflow that creates tasks in a HubSpot task queue to streamline your internal teams workflow. ---------- 🔴 Subscribe for more content on YouTube: https://www.youtube.com/channel/UCYqTyzpMJWKHXrCnj4U83HA If you'd like to"
YouTube Link 2022-05-11T21:08Z [----] followers, [---] engagements

"HubSpot projects deep dive: run project management inside HubSpot (with HubSpot PM Mark Miller) Thinking about running project management in HubSpot instead of juggling Asana ClickUp or Jira alongside it In this session we sit down with Mark Miller Senior Product Manager at HubSpot and the PM behind the new Projects object to walk through what HubSpot Projects can actually do today whats coming next and when it makes sense to use it for real customer work. We cover: Why HubSpot built the Projects object How Projects fits into HubSpots CRM object model Where it overlaps with (and differs from)"
YouTube Link 2025-12-05T18:34Z [----] followers, [---] engagements

"Part 1: Setting Up HubSpot for Onboarding & CS Up Next: Part 2: Handoffs - Sales Onboarding: https://youtu.be/IaO9zhv6kiE Get the complete guide + walkthrough: https://arrows.to/resources/hubspot-customer-success/ In this series. we'll cover how and why HubSpot isnt just a great tool for marketing and sales but onboarding and ongoing customer success as well. The walkthrough is split into [--] focused chapters so even if you have less than an hour to spare you can dive into the topics that are of most interest to you. [--] Part 1: Setup HubSpot for Onboarding & CS This video [--] Part 2: Handoffs -"
YouTube Link 2022-08-10T21:46Z [----] followers, 13.6K engagements

"Why HubSpot is betting big on project management (straight from the PM who built it) HubSpot launched the projects object in September [----] bringing native project management into your CRM. But why did they build it In this video Mark Miller (Senior Product Manager at HubSpot) explains the strategic thinking behind the projects object and why it matters for customer onboarding service delivery and post-sales teams. We cover: Why HubSpot created a new CRM object for project management The [--] key reasons projects matter for go-to-market teams How projects unify customer data planning and"
YouTube Link 2026-01-23T02:08Z [----] followers, [--] engagements

"Steal our top [--] HubSpot workflows for onboarding and customer success Please steal these [--] HubSpot workflow automations [--]. Automating progress through deal or ticket stages [--]. Updating customer data between objects (and internal teams) [--]. Automating internal notifications and customer communications [--]. Kicking off internal playbooks using customer data [--]. Streamlining sales - onboarding & CS handoffs Workflow automations dont just mean you spend less time doing repetitive tasks. Workflow automations reduce the waiting time for customers. Workflow automations prevent your CUSTOMERS being"
YouTube Link 2022-08-18T15:17Z [----] followers, [----] engagements

"HubSpot's PM reveals the top [--] use cases for the new projects object HubSpot didn't build the projects object for everyone - they built it for three specific use cases. In this video Mark Miller (Senior Product Manager at HubSpot) breaks down exactly which teams and workflows projects is designed for and why HubSpot chose to focus on go-to-market personas. We cover: Why teams were jumping between HubSpot and other tools (and why that's a problem) Use case #1: Service delivery (onboarding professional services physical goods) Use case #2: Marketing campaigns and campaign project management Use"
YouTube Link 2026-01-23T02:37Z [----] followers, [--] engagements

"Why customer onboarding needs its own process in Salesforce Customer onboarding is not a sales stage yet most Salesforce instances still track onboarding as just another opportunity stage inside the sales pipeline. In this video I'll show you why the best customer success teams treat onboarding as its own process in Salesforce and exactly how to set it up using Cases with a dedicated lifecycle and workflow. If you're a CS leader RevOps manager or Salesforce admin trying to figure out how to track customer onboarding in your CRM this is for you. 📌 What you'll learn: Why onboarding shouldn't"
YouTube Link 2026-01-30T19:23Z [----] followers, [--] engagements

"HubSpot's Gantt view explained + subtasks and dependencies coming in [----] The Gantt view is one of the most requested features for HubSpot projects - and it's here. But what's coming next Subtasks and task dependencies. In this clip from our webinar Mark Miller (Senior Product Manager at HubSpot) walks through how the Gantt view works today and reveals the timeline for subtasks and dependencies in [----]. We cover: How the Gantt view hierarchy works (projects tasks) Subtasks coming in beta: January [----] What subtasks add: A third level (projects tasks subtasks) Task dependencies explained:"
YouTube Link 2026-01-23T02:52Z [----] followers, [--] engagements

"How to Run Onboarding & Customer Success in HubSpot Up Next:Day [--] Setup: HubSpot for Onboarding & CS: https://youtu.be/7g_vTCnrUnM Get the complete guide + walkthrough: https://arrows.to/resources/hubspot-customer-success/ In this series. we'll cover how and why HubSpot isnt just a great tool for marketing and sales but onboarding and ongoing customer success as well. The walkthrough is split into [--] focused chapters so even if you have less than an hour to spare you can dive into the topics that are of most interest to you. 1Part 1: HubSpot for Onboarding & CS 2Part 2: Handoffs - Sales"
YouTube Link 2022-08-10T21:46Z [----] followers, 11.8K engagements

"HubSpot projects vs Asana ClickUp and Monday Here's what HubSpot's PM actually said Is HubSpot trying to replace Asana ClickUp or Monday.com We asked Mark Miller (Senior Product Manager at HubSpot) directly and his answer might surprise you. In this clip from our webinar Mark gets refreshingly honest about how HubSpot sees the projects object competing (or not competing) with dedicated project management tools. We cover: HubSpot's positioning: "Common denominator" vs. feature depth Why HubSpot will never match Asana or ClickUp's capabilities Integration plans with Monday.com Asana and ClickUp"
YouTube Link 2026-01-23T02:48Z [----] followers, [--] engagements

"Automate your HubSpot pipelines #hubspot #hubspotcrm #saleshandoff #hubspottipsandtricks Steal this workflow to automatically move customers through your deal or ticket pipelines in HubSpot. Remove manual work AND keep your CRM up to date in real-time"
YouTube Link 2023-11-03T18:30Z [----] followers, [---] engagements

"Fathom AI notetaker deep dive: concise meeting notes HubSpot sync and deal-level insights Fathom ranked #1 for note quality in our test of [--] AI notetakersand it's one of the fastest-growing apps in the HubSpot ecosystem. Learn how Fathom helps sales and CS teams get fast accurate notes sync insights to HubSpot and surface deal-level context across every customer interaction. In this founder deep dive we walk through: Why Fathom's out-of-the-box notes are so accurate and easy to skim How to customize note formatting and templates by call type Fast HubSpot syncing with CRM cards timeline views"
YouTube Link 2025-05-07T05:04Z [----] followers, [---] engagements

"HubSpot's new Projects object: Is HubSpot about to take over the project management space HubSpot just launched the new Projects object bringing native project management in HubSpot closer than ever. In this video we'll deep dive into the HubSpot Projects object and show how it works today plus whats coming soon. We cover: How to enable the HubSpot Projects object and Gantt chart beta Key default properties (start date target due date target duration) Pipeline tags and Kanban view setup How to use the Gantt chart and calendar views Auto-creating projects from workflows when deals close Whats"
YouTube Link 2025-09-19T23:04Z [----] followers, [----] engagements

"Full HubSpot projects roadmap breakdown: Templates time tracking and what's next What's HubSpot building for the projects object in [----] We got the full roadmap directly from Mark Miller Senior Product Manager at HubSpot. In this clip from our webinar Mark walks through every major feature coming to HubSpot projects over the next [--] months - including templates time tracking status updates workload views and more. Important note: These are estimates from December [----] and timelines may shift as development progresses. This is directional guidance on where HubSpot is headed. We cover: Q1 2026:"
YouTube Link 2026-01-23T20:35Z [----] followers, [--] engagements

"HubSpots New Service Object: What It Means for Onboarding & Service Delivery Learn how HubSpot's new service object is reshaping customer onboarding and service delivery and how to start using it effectively today. In this webinar Kim from Arrows teams up with Noel and Kevin from 21B Consulting (HubSpot Solutions Partner) to break down: What the service object is and why HubSpot created it How 21B is using it to run onboarding inside HubSpot (plus a full demo) How Arrows integrates with the service object to automate and streamline your post-sale handoffs Common challenges and workarounds"
YouTube Link 2025-04-18T21:52Z [----] followers, [---] engagements

"How to Build an AI Agent for Sales Using HubSpot Slack and Relay.app (Live Build) Build an AI agent that sends Slack messages to sales reps using HubSpot data no code required. In this live session Kim Hacker from Arrows and Jacob Bank from Relay walk through building an AI-powered workflow that pulls meeting notes deal activity and sales room engagement signals into a personalized Slack message before every sales call. Perfect for sales and RevOps teams using HubSpot who want to: Automate meeting prep Stay on top of deal context Send AI-powered alerts to Slack Build powerful AI agent"
YouTube Link 2025-04-04T07:14Z [----] followers, [---] engagements

"Steal this: identify expansion deals in HubSpot #hubspotcrm #hubspot Steal this HubSpot automated workflow 🤖 Proactively identify expansion opportunities in HubSpot and notify your sales team. Made by https://arrows.to #hubspot #hubspotcrm #saleshandoff #hubspottipsandtricks"
YouTube Link 2023-10-26T21:00Z [----] followers, [----] engagements

"Want to scale customer onboarding "listen to the onboarders #customeronboarding #customersuccess #shorts An important reminder from Jerry Henry on how to leverage your team's experience to iterate and improve your process. tl;dr if your team feels it your customers see it. Don't be afraid to try new things. More insights coming very soon in the Onboarding Operations series. We're asking emerging and experienced practitioners in onboarding customer success and operations the same 3-10 questions and highlighting them on the Arrows YouTube channel and in the Happy Customers newsletter. Want to"
YouTube Link 2023-10-17T17:30Z [----] followers, [---] engagements

"9 HubSpot reports to measure sales room performance deal velocity and sales rep adoption Learn how to track sales room performance deal velocity and rep adoption directly inside HubSpot using Arrows sales rooms. In this video Kim walks through [--] essential HubSpot reports that show exactly how your buyers are engaging and how sales rooms impact your teams performance from close rates to rep adoption. 💡 Youll learn how to build these reports in HubSpot: Track close rate by number of unique sales room visitors Measure sales room adoption by rep Track average days to close for deals using sales"
YouTube Link 2025-10-06T20:02Z [----] followers, [--] engagements

"How to Use HubSpots OpenAI Integration (Now In Public Beta) for Sales Pipeline Reviews HubSpot just launched a native OpenAI app and it's one of the most powerful AI features theyve released yet. In this video I walk through how to build an AI-powered workflow inside HubSpot using the new Ask OpenAI action. You'll see how to: Trigger a workflow based on recent deal activity Feed the latest note and email from a deal into a GPT 4o prompt Generate the buyers next step using AI Store the output back into a deal property This unlocks a whole new layer of automation for sales customer success and"
YouTube Link 2025-05-20T02:28Z [----] followers, [---] engagements

"Meet the new Arrows AI-powered Sales Rooms Let's kill the "next steps" email. Today we're launching Arrows AI-powered Sales Rooms built for teams that run on HubSpot. We've added Suggestionsproactive nudges powered by Arrows Intelligence. Arrows watches all activity on your deals in HubSpot and decides if and when something needs to be updated in the sales room. No need for your team to dig through call recordings notes and emailsArrows is doing it for you. So even when you're not thinking about a specific dealArrows is. The magic behind Arrows Suggestions is how it helps you do what you"
YouTube Link 2025-02-04T15:00Z [----] followers, [---] engagements

"Send better follow-up emails in under [--] minutes with Arrows digital sales rooms + HubSpot The minutes after a sales demo can make or break your deal. Too often follow-up emails are delayed or genericsent hours later missing key details or context. Arrows new one-click follow-up feature helps sales teams using HubSpot send personalized relevant emails immediately after a call ends. In this video well show you how to: Automatically generate follow-up emails using HubSpot deal data Share your digital sales room with call recordings pricing and next steps Tailor messages to each stage of the"
YouTube Link 2025-04-16T05:23Z [----] followers, [--] engagements

"How to Turn Completed Customer Onboarding Tasks Into Automated HubSpot Actions Wondering how to track the most critical moments in your customer onboarding process Learn how to identify and measure the key actions that help your customers progress in their onboarding journey using Arrows task completion actions feature. Youll learn: ✅ How to track time-to-complete for critical onboarding tasks in HubSpot ✅ How Arrows completion actions feature helps you see exactly when customers hit important onboarding momentslike scheduling a kickoff call ✅ How to use this data to improve your onboarding"
YouTube Link 2025-05-28T09:03Z [----] followers, [--] engagements

"Circleback AI notetaker deep dive: advanced search tagging & HubSpot automation Learn how Circleback helps teams capture insights from any meeting Zoom in-person mobile or uploads and turn them into automated follow-ups searchable knowledge and synced HubSpot records. In this founder deep dive we walk through: How Circleback supports sales CS and internal meetings across formats Automatically identifying and tagging meetings by type (e.g. demo CS call) Extracting custom insights like dates dollar amounts and next steps Creating follow-up emails Slack updates and CRM syncs via automations"
YouTube Link 2025-04-17T14:00Z [----] followers, [---] engagements

"Sembly AI notetaker deep dive: HubSpot sync AI meeting analysis and full sales proposal generation Sembly AI was one of the first notetakers on the market and its evolved into a full meeting intelligence platform that helps teams turn conversations into structured outputs actionable insights and synced CRM data. Learn how Sembly helps teams generate multilingual notes send tasks and insights to HubSpot and create full-length follow-ups like proposals or reports without changing how you run meetings. In this founder deep dive co-founder Artem Koren walks through: Virtual meeting attendance"
YouTube Link 2025-05-20T06:22Z [----] followers, [---] engagements

"Glyphic notetaker deep dive: rep coaching structured HubSpot sync and win/loss insights Glyphic helps sales teams capture AI meeting notes coach reps with real data and sync structured insights directly into HubSpot and Salesforce. With a foundation in AI research and a focus on performance Glyphic gives teams the tools to improve execution understand why deals are won or lost and take action after every call. Learn how Glyphic syncs structured insights to HubSpot automates sales playbooks tracks skill gaps and supports coaching based on real conversations. In this founder deep dive cofounder"
YouTube Link 2025-08-03T21:24Z [----] followers, [---] engagements

"New Arrows App Cards Powered By HubSpot UI Extensions Were excited to share that Arrows is a launch partner for HubSpots brand-new App Cards With these powerful CRM Cards you can bring interactive elements and valuable data straight into your HubSpot workspace giving your team better visibility and a smoother workflow. Heres what you can do with Arrows App Cards: ✅ Track live progress bars of your onboarding plans. ✅ View real-time engagement data from your sales rooms. ✅ Access files and form data collected from your customers. All this information is available directly within your Deals"
YouTube Link 2024-09-27T08:43Z [----] followers, [---] engagements

"From Handoffs to Happy Customers: The HubSpot Playbook for Onboarding and Success 🎥 Learn how to streamline customer onboarding in HubSpot In this NYCX [----] talk Kim Hacker Head of Operations at Arrows shares a tactical playbook for improving the sales-to-success handoff creating collaborative onboarding plans and measuring onboarding performanceall within HubSpot. 🔑 Key topics covered: Why HubSpot is the ideal platform for customer onboarding and success. How to fix broken sales handoffs and avoid information silos. Building clear actionable onboarding plans with Arrows. The metrics that"
YouTube Link 2024-12-16T00:16Z [----] followers, [---] engagements

"Spiky AI notetaker deep dive: real-time coaching custom playbooks and HubSpot CRM sync Spiky AI was built to give revenue teams live coaching real-time deal insights and structured CRM updates from every customer conversation. What started as a smart meeting assistant has evolved into a real-time enablement and automation platform for sales success and onboarding teams. Learn how Spiky delivers in-call coaching syncs structured playbook answers to HubSpot automates follow-ups with customizable prompts and helps teams stay on top of what matters most during and after the meeting. In this"
YouTube Link 2025-08-03T21:01Z [----] followers, [---] engagements

"I tested [--] AI notetakers: Which one captures the best sales meeting notes I tested [--] AI notetakers to find out which tool actually delivers the best meeting notes for sales teams. Some produce structured actionable summaries while others leave you with vague unhelpful notes. If you're using AI for sales AI meeting recorders or AI-generated notes in Zoom calls this comparison will help you choose the right tool. 📌 What Youll Learn in This Video: ✅ The best AI notetakers for structured actionable sales notes ✅ Which tools capture key takeaways action items and stakeholder details best ✅ How"
YouTube Link 2025-03-06T16:46Z [----] followers, [----] engagements

"CustomerIQ AI notetaker deep dive: HubSpot CRM automation demo Learn how CustomerIQ helps sales and CS teams using HubSpot automate meeting notes CRM data entry and email follow-ups without lifting a finger. In this founder deep dive we walk through: How CustomerIQ updates custom HubSpot properties directly from your calls and emails Why this tool works well for sellers drowning in admin work What makes the HubSpot integration stand out compared to other AI notetakers Live demo of their HubSpot CRM sync contact matching task creation automated follow-up emails and more How CustomerIQ handles"
YouTube Link 2025-04-17T14:00Z [----] followers, [---] engagements

"How to Create a Digital Sales Room Template in Arrows for Your Deals in HubSpot 🔍 Discover how to build digital sales room templates in Arrows specifically designed for your HubSpot deals This tutorial shows you how to build sales room templates that organize all your deal information in one place and help you send follow-ups turning 30-minutes of post-call work into [--] minutes. In this video we show you: ✅ How to create your first sales room template in Arrows ✅ Key components of effective digital sales rooms (welcome blocks milestones next steps) ✅ How to customize rooms with your branding"
YouTube Link 2025-04-28T08:39Z [----] followers, [---] engagements

"Beyond the Funnel: How SaaS Teams Can Build Lasting Customer Relationships How do B2B SaaS teams turn customers into long-term partners In this insightful panel discussion from NYCX [----] Daniel Zarick (CEO of Arrows) Jon Dick (SVP of Customer Success at HubSpot) and Em Wingrove (CXO of Aptitude 8) share actionable strategies to build lasting customer relationships. 🔑 Key topics covered: Why customer success should focus on value over expansion The critical role of onboarding in reducing churn and driving retention How to create seamless handoffs across sales marketing and CS Using AI to"
YouTube Link 2024-12-16T01:40Z [----] followers, [--] engagements

"Simple Steps to Build an Effective Sales Room in Arrows Let's break down the simple steps to build a high-impact Arrows sales room (aka deal room) that helps you close deals faster without extra busywork. Youll learn how to: ✅ Create a solid sales room template with key resources and milestones ✅ Customize rooms for each deal using the block library ✅ Use AI suggestions to keep rooms updated based on deal activity ✅ Manage everything inside HubSpotno extra tools or tabs Plus youll see how Arrows AI can handle the heavy lifting: generating follow-ups recommending content and helping your"
YouTube Link 2025-05-30T09:46Z [----] followers, [--] engagements

"Stop Worrying About Overwhelming Customers in Onboarding with Matthew Ruxton Onboarding Therapy #7 👉 In this episode of Onboarding Therapy we're joined by Matthew Ruxton whose journey from implementation specialist to RevOps leader offers unique insights into building scalable onboarding processes. We challenge common myths about customer overwhelm explore why process beats pure personalization and discuss how to properly integrate onboarding into your CRM. 🔑 Key topics: Why worrying about overwhelming customers holds teams back Building a prescriptive onboarding process that scales"
YouTube Link 2024-12-21T02:26Z [----] followers, [---] engagements

"Using AI to Keep Your Digital Sales Rooms Updated (and Write Your Sales Follow-Ups) Updating your Arrows digital sales rooms shouldnt slow you down. Instead of chasing down deal notes or rewriting next steps after every prospect call Arrows Intelligence does the heavy lifting for you and your sales team. In this video well show you how Arrows Intelligence: ✅ Suggest personalized next steps and milestones based on emails notes and calls ✅ Recommend content updates by pulling resources from your block library ✅ Suggest adding call recordings after each new prospect call ✅ Generate follow-up"
YouTube Link 2025-06-12T09:30Z [----] followers, [--] engagements

"Sales and customer onboarding have completely misaligned goals and it's not working We've got to start talking about how we're incentivizing our teams. If your sales reps are only compensated on closing new deals and post-sale issues like early churn aren't accounted for you're going to have a big problem. #customeronboarding #shorts #customerexperience #salesoperations #customerexperience #customersuccess"
YouTube Link 2024-08-29T04:00Z [----] followers, [---] engagements

"Bluedot AI notetaker deep dive: chrome extension custom templates & HubSpot sync Learn how Bluedot helps teams capture meetings through a Chrome extension (no bots) customize AI meeting summaries for different use cases and sync results directly into HubSpot. In this founder deep dive we walk through: Bot-free meeting capture via Chrome extension (with pause + consent options) Customizable summary templates for sales recruiting case studies and more Instant follow-up email generation and call analysis (e.g. MEDDIC) HubSpot integration with synced summaries and meeting data Shared collections"
YouTube Link 2025-04-17T14:00Z [----] followers, [---] engagements

"UpdateAI notetaker deep dive: stakeholder profiles HubSpot sync and voice of customer insights UpdateAI started as a notetaker for customer success teams and now powers sales onboarding and CS workflows across the full customer lifecycle. In this deep dive founder Josh Schachter walks through how UpdateAI helps revenue teams turn meetings into structured insights sync data to HubSpot and uncover voice of customer trends without setup. See how UpdateAI supports your team with: Structured meeting notes built for CS and sales workflows AI-generated stakeholder profiles and account briefs"
YouTube Link 2025-05-20T05:48Z [----] followers, [--] engagements

"Triple Session notetaker deep dive: AI scorecards HubSpot sync and on-demand sales coaching Triple Session was built to help sales teams turn high-volume calls into structured insights that power coaching CRM accuracy and rep training. What began as a tool to support a remote 120-person sales team has grown into a coaching-first AI platform designed to improve performance across every stage of the sales process. Learn how Triple Session analyzes calls updates HubSpot with structured insights scores reps with SPICED-based frameworks and helps teams build repeatable coaching and training"
YouTube Link 2025-08-03T21:40Z [----] followers, [--] engagements

"Fellow AI notetaker deep dive: secure all-in-one meeting platform with HubSpot sync Learn how Fellow helps teams run better meetings by focusing on privacy structure and workflow across the entire meeting lifecycle. The platform integrates with tools like HubSpot Salesforce and Asana to support end-to-end visibility and control. In this founder deep dive we walk through: Why Fellow is built for every meeting type from one-on-ones to QBRs How users manage redaction privacy settings and AI participation Pre-meeting templates collaborative agendas and structured recaps How summaries and action"
YouTube Link 2025-05-07T05:28Z [----] followers, [---] engagements

"Automatically add call recordings to your sales rooms with HubSpot + Arrows Tired of manually sending call recordings after every sales meeting In this quick demo well show you how Arrows sales rooms now automatically pull in synced call recordings from your HubSpot deal no extra steps required. Whether you're using Grain Fathom or any AI notetaker integrated with HubSpot this feature keeps your buyers in the loop and your sales process moving forward. 🔍 In this video: How Arrows detects synced call recordings in HubSpot Automatically adding call blocks to your sales room Keeping all"
YouTube Link 2025-05-28T17:31Z [----] followers, [---] engagements

"Master Document Automation and E-Signatures with PandaDoc & HubSpot Join Scott Bilodeau Director of Solutions Engineering at PandaDoc as he demonstrates how to leverage PandaDocs document automation and e-signature platform to enhance sales efficiency and ensure seamless document management. This session part of the Happy Customers Festival provides practical insights for sales teams to automate and personalize their document workflows using PandaDoc and HubSpot. Key Takeaways: 👉 PandaDoc Overview: Discover how PandaDoc integrates with HubSpot to serve as the source of truth for all your"
YouTube Link 2024-06-21T19:33Z [----] followers, [---] engagements

"Top [--] Essential Customer Onboarding Reports in HubSpot Using Arrows On this Arrows training session we'll walk you through building essential customer onboarding reports in HubSpot using Arrows synced data. Let's create three reports to track your customer onboarding success: - Onboarding by status & start month: Track active complete failed and archived plans over time - Average days to onboarding completion: Monitor performance with visual gauge indicators - Overdue tasks table: Spot bottlenecks and at-risk customers instantly Perfect for customer success managers onboarding teams and"
YouTube Link 2025-08-08T08:00Z [----] followers, [---] engagements

"Claap AI notetaker deep dive: flexible video capture magic clips multilingual notes for HubSpot Claap was built to help teams turn conversations into structured shareable data they can use across tools like HubSpot and AI workflows. It grew from an async video platform into a powerful solution for recording editing translating and analyzing meetings in flexible ways. Learn how Claap lets teams capture conversations extract key insights and transform meetings into data that fuels sales customer success and collaboration across global teams. In this founder deep dive founder and CEO Robin"
YouTube Link 2025-07-06T13:11Z [----] followers, [---] engagements

"Master Client Onboarding: Using HubSpot Service Hub & Arrows for a Seamless Customer Experience Learn how to create a better onboarding experience for your customers using HubSpot Service Hub and Arrows. This webinar shows you practical ways to help new users get value from your product quickly and easily. In this video you'll learn: [--] How to set up an effective onboarding process in HubSpot [--] Ways to use HubSpot Service Hub features for smoother onboarding [--] Tips for automating repetitive onboarding tasks with Arrows [--] Best practices to track customer onboarding progress inside HubSpot 5"
YouTube Link 2024-06-21T02:20Z [----] followers, [---] engagements

"AskElephant AI notetaker deep dive: custom AI agents HubSpot sync and buyer personality insights AskElephant was created to help teams turn conversations into action by combining call data HubSpot records and web research into custom AI workflows. Its designed for sales and success teams who want AI to go beyond notes and help keep deals moving forward. Learn how AskElephant helps teams prepare for meetings update custom HubSpot fields detect deal risks and support seamless handoffs between sales and onboarding all while running agentic processes tailored to each companys workflow. In this"
YouTube Link 2025-07-04T22:26Z [----] followers, [---] engagements

"👀Creating a HubSpot deal pipeline to manage customer onboarding A walk-through for setting up an onboarding pipeline inside of HubSpot that can be used to visualize and report on your onboarding program Deal and Ticket pipelines in HubSpot are a great way to track and visualize customers going through onboarding (just as they are used to manage prospects going through sales or issues going through support). The Arrows + HubSpot integration allows you to send data from your customer-facing plans to properties in HubSpot. This data can be used to automate moving customers through onboarding"
YouTube Link 2023-10-12T22:31Z [--] followers, [----] engagements

"3 Easy Steps To Onboard Customers with Service Hub In this video we share a simple [--] step playbook for running effective customer onboarding in HubSpot with Service Hub Starter. 💌 Sign up for our free "Happy Customers" newsletter - https://arrows.to/newsletter 🔗 LINKS HubSpot Service Hub: https://www.hubspot.com/products/service Check out Arrows to share an interactive plan with customers: https://arrows.to/hubspot If you want to go deeper on onboarding in Service Hub: https://arrows.to/guide/customer-onboarding-with-tickets-in-hubspot-service-hub Get a personal demo of Arrows:"
YouTube Link 2022-09-07T14:33Z [----] followers, [----] engagements

"Avoma AI notetaker deep dive: meeting notes CRM sync coaching insights and deal intelligence Avoma was built to help revenue teams turn conversations into structured data that fuels CRM workflows coaching and deal reviews. What started as an early meeting assistant has grown into a powerful conversation intelligence platform used across sales success onboarding and internal teams. Learn how Avoma captures meetings updates HubSpot with AI-generated insights surfaces coaching opportunities and helps managers understand whats happening across the entire pipeline. In this founder deep dive CEO"
YouTube Link 2025-08-03T20:43Z [----] followers, [---] engagements

"Grain AI notetaker deep dive: cross-meeting SPICED analysis HubSpot sync and coaching workflows Learn how Grain helps revenue and CS teams capture meeting insights coach reps and power follow-up workflows using synced notes and AI-generated summariesall within HubSpot. In this founder deep dive we walk through: How Grain uses SPICED templates and customizable prompts to structure meeting notes The ability to analyze multiple meetings across a single deal Unique deal dashboards risk detection and coaching scorecards How Grain powers Slack clips follow-up emails and HubSpot updates What makes"
YouTube Link 2025-04-17T14:01Z [----] followers, [---] engagements

"Top [--] Essential Digital Sales Rooms Reports in HubSpot Using Arrows On this Arrows training session we'll walk you through building essential digital sales rooms reports in HubSpot using Arrows synced data. Let's build three reports to track the performance of your sales rooms and how they're moving deals forward: - Sales room activity by deal stage: Monitor unopened stalled hot and engaged rooms across your pipeline - Performance comparison reports - Measure deals' close rates with sales rooms vs. without rooms - Average days to closed-won - Track monthly closing performance with deals"
YouTube Link 2025-08-08T08:29Z [----] followers, [---] engagements

"The Anatomy of a Digital Sales Room That Wins Deals In this video well walk through exactly what separates good digital sales rooms from great ones based on what weve seen working best for Arrows customers. ✅ How to make your sales room feel like a natural extension of your brand ✅ The must-have content blocks that drive engagement and help close deals ✅ Why focus matters (and how to avoid overwhelming your buyers) ✅ How to design deal rooms that drive collaboration and next steps ✅ Bonus: How Arrows AI keeps your room updated Whether youre already using digital sales rooms or just getting"
YouTube Link 2025-07-03T14:55Z [----] followers, [---] engagements

"Good vs. Bad Onboarding Tasks: How to Write Steps Customers Actually Complete Confused about how to write onboarding tasks or steps your customers will actually complete In this video we break down what makes an effective onboarding task (and what to avoid)with clear examples from a common scenario: scheduling a kickoff call. You'll learn: ✅ How to write task titles that drive action ✅ Why clarity and context matter ✅ The impact of embedding tools like calendars in your onboarding plans If you're using HubSpot Arrows helps you build clear action-oriented onboarding experiences that reduce"
YouTube Link 2025-05-14T09:00Z [----] followers, [---] engagements

"How Roobrik Transformed Their Post-Demo Sales Engagement in HubSpot With Arrows Sales Rooms See how Roobrik transformed their post-demo sales process from a generic feature dump into a dynamic collaborative workspace with Arrows. In this case study Evan Friedkin Head of Business Development at Roobrik shares how they solved a critical challenge: controlling the sales narrative after demos when most deals actually happen. ✨Key highlights: - The challenge of maintaining control of sales narrative post-demo - Why traditional follow-up materials weren't working - How Arrows created a seamless"
YouTube Link 2024-11-08T09:22Z [----] followers, [--] engagements

"Task completion actions: connect customer activity in Arrows to internal action in HubSpot Want to automate more of your internal customer onboarding process in HubSpot In this video we'll show you how to use task completion actions to automatically update HubSpot properties or create HubSpot tasks when a customer completes a task in your Arrows onboarding plan. No more manual HubSpot updates or convoluted workflows. Task completion actions help customer success and operations teams streamline handoffs track onboarding progress and power internal workflows inside HubSpot. Get all the details:"
YouTube Link 2025-03-26T02:43Z [----] followers, [---] engagements

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