Скачать с ютуб Why HubSpot’s New Service Object is the Best Way to Manage Customer Onboarding в хорошем качестве

Why HubSpot’s 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 weren’t built specifically for post-sale service delivery. HubSpot’s 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 it’s a better home for customer onboarding than deals or tickets → How to connect your Arrows onboarding plans directly to a service object → What you can (and can’t) do with the Service object today We’ll also cover how to customize the record view with Arrows app cards, track onboarding progress directly inside HubSpot, and avoid cluttering your deal or ticket pipelines with onboarding workflows. 📌 New to Arrows? Arrows is a tool for building collaborative onboarding plans for your customers directly inside HubSpot. Learn more at https://arrows.to ⏱️ Timestamps 1:00 What is the new HubSpot Service object? 1:27 How to enable the Service object in HubSpot 2:39 Setting up your onboarding pipeline with the Service object 4:45 Connecting an Arrows onboarding plan to a service record 6:27 Why the Service object is a better home for onboarding #hubspot #customeronboarding #hubspotcrm #onboarding #clientonboarding #implementation #servicedelivery #hubspotservicesobject #hubspotsetup #hubspotintegration #hubspotworkflows