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.
Here’s a quick rundown video showing exactly how you can set up the Services object integrated with Arrows:
Watch our video guide on using HubSpot’s Services object with Arrows integration
HubSpot Marketplace: HubSpot Marketplace
[Moderator Note: added marketplace link]