I want to use Hubspot as a lighweight CX platform

[DGordon0]

I'm consulting for a startup and their customer base in now large enough where tracking/reporting/acting on key indicators of churn (e.g. no logins in the product) is becoming really important.  The CS team just can't "know" who might need attention any more.  I realize that platforms like Gainsight, ChurnZero, etc. are purpose built for this kind of thing but the customer is too small to spend $$ on separate technology right now.  So, I'd love to instrument HubSpot to show these indicators (fed in from our Product) and potentially trigger relevant workflows.  Is this possible?  

[Jonas_De_Mets]

Hi @DGordon0, 

I've utilized Census and Hightouch to integrate data (health scores or actions) into HubSpot. Both platforms offer free plans, which typically cover your primary use cases. @stuartbalcombe created this short  video demonstrating how to set this up. https://www.youtube.com/watch?v=uEaHzW5nP_Q

Hope this helps!

[Jonas_De_Mets]

@DGordon0 it's definitly possible!

I created a LinkedIn post with some slides about this last week. 
But there is more specific content on running CX/S in HubSpot on the Arrows website: https://arrows.to/

Hope this helps!

[DGordon0]

Thanks. I looked at Arrows and it seems to be about using Hubspot for
onboarding. I want to use it for health measurement and actions which is a
bit different...any other ideas?

[james-portant · Accepted solution]

Hey @DGordon0,

Quite good timing. HubSpot have just released  their Customer Success workspace Beta!!! It's a brand-new dedicated workspace designed to help customer success managers.
Any user with a Service Hub Pro or Enterprise seat can access the customer success workspace.
You can opt into public BETA's by following this guide: https://knowledge.hubspot.com/account-management/opt-your-hubspot-account-into-a-public-beta-feature

Hope you have access and it helps!

Cheers,

James