Onboarding

Cut the Drag from Onboarding: Automate Your HubSpot Pipeline the Yopla Way

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Category

Onboarding

Type

Onboarding Tasks

Tool

HubSpot

All Templates

“Every organisation runs on two engines: the systems it runs on, and the people keeping it moving.” 

When those engines fall out of‑sync, you drown in check‑lists and hand‑offs. Automating the moment a customer record glides from Kick‑off to Adopted isn’t about showing off a fancy workflow; it is about freeing your team to focus on the conversations that actually build relationships. At Yopla we call this free time, on purpose  .

Below is the exact playbook we deploy when a client asks, “Can’t HubSpot just move the deal for us?” Using HubSpot, Arrows collaborative action plans, and a light layer of AI enrichment from Luna (our in‑house assistant) where needed.

Option 1 – Pipeline Automation inside Arrows

  1. Open any Arrows template and click Pipeline Automation in the left rail.
  2. Choose your HubSpot pipeline: Deal, Ticket or a custom object you use for onboarding.
  3. Select the trigger:
    • Task completed
    • Phase completed
    • Plan status changed
  4. Publish. The next time a customer checks off the final onboarding task, their record advances without human intervention.
Yopla Tip: Pair this with a Luna rule that posts a concise summary of the completed phase into Slack. It keeps everyone in sync without another meeting.

Option 2 – Classic HubSpot Workflow

Pre‑work

Sync the Arrows Current Phase field to the object you’re tracking.

Build the workflow

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Steps:

1. Trigger: Start when Arrows Current Phase is known.

2. Branch: Add an IF/THEN for each phase (Kick-off, Adoption, Value Realised...)

3. Act: In each branch, set Pipeline Stage = matching phase.

4. (Optional): Fire off extras. Create an upgrade deal, assign an owner, ping Slack, or let Luna draft a celebratory email.

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Because the data, not intuition, drives the change. Your process stays consistent and audit‑proof.

Beyond the stage change: build momentum

  • Upsell moments: Auto‑create a Sales pipeline deal when a customer hits Ready to Expand.
  • Ownership shifts: Rotate record owners when Implementation turns into Support, ensuring nobody clings to an ageing ticket.
  • Signal‑driven playbooks: Trigger a “30‑day value check” task for CSMs the instant a deal lands in Adopted.

Remember: Tech is the tool; people are the point  . Automate the admin so your team can invest energy where human judgement matters.

Ready to see it live?

  • Book a 15‑minute Clarity Call. No jargon, just a quick pulse‑check on where your onboarding drag really sits.
  • Prefer to explore? The Vault houses step‑by‑step videos and workflow templates for Yopla clients.

When you’re set up right, HubSpot hums, Arrows guides your customers, and your people get the breathing room to push the business forward.

Let’s get you moving.