What are the best use cases for the new Services object in HubSpot?

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: :backhand_index_pointing_right: Watch our video guide on using HubSpot’s Services object with Arrows integration

HubSpot Marketplace: HubSpot Marketplace

[Moderator Note: added marketplace link]