I'm trying to take advantage of the new Services Object that's been recently released, and I'm not sure how to go about it. I love the idea of a service created can be associated to a contact, a company and a deal. But if i have a standard service that i would like to provide a customer, and potentially have a pipeline or automations behind it, there are no way (unless I'm missing something) to choose from a library of set services. Let's say i have 3 services, and i want to have an onboarding process for each one. And i sell one, let's say Blog Post Writing. I'd want to associate the service to the client i sold it to, the contact I'm communicating with, and the deal it was sold from. From there i can use the pipelines to trigger certain communications and keep track.
but that scenario isn't straight forward, because there is no connection with the product library I'm using to sell Blog Post Writing in my deals/quotes line items.
Maybe I'm reading this all wrong, but I'm having a hard to wrapping my head around how to and when to best use it.
Great question—you're generally thinking about it the right way.
You're correct: HubSpot's new Service object currently doesn't directly connect to the Product Library, so you can't select pre-built services directly from your deal line items.
However, there's a simple way to achieve a similar result by combining the Services object with Arrows onboarding templates and properties from Deals:
Here's a quick checklist you can follow:
Create a single pipeline in the Services object to manage the delivery of all standardized services.
Set up a dropdown property on the Deal record to specify the type of service sold (e.g., Blog Post Writing, SEO Audit).
Automatically sync this property from the Deal record to the Service record upon creation to clearly identify and track the type of service (either copy it with a workflow or make a synced property on the Service record).
Use Arrows templates to create standardized onboarding plans based on the selected service type, connecting these directly to your Service records.
Leverage HubSpot workflows to automatically create a Service record and attach the correct Arrows onboarding template when a Deal is marked as Closed-Won.
Automate communication and task management through HubSpot workflows based on Service object status updates and onboarding plan completion from Arrows.
This gives you clear visibility and automates the tasks.
I'm not sure you can share the entire record, but we built Arrows to be the customer-facing extension of the service record in HubSpot (HubSpot themselves now use Arrows onboarding plans to manage that process as well).
