Customer Success & Service

Top Resources for Customer Success & Service

    • We have new Hubspot tickets being created from two separate sources: 1. Our support Gmail inbox is configured in Hubspot to create new tickets. 2. Our application has a help button that triggers an API call to Hubspot to create a new ticket. We know that we can configure notifications for new Inbox items but this does not include new tickets created through Hubspot API. Two questions: 1. Is there a way to configure Slack messages to b ...read more
    • Hi Hubspot brains trust, we have just rolled our service and purchasing team into Hubspot and have set up autoclose workflow automations on our system generated emails (invoices, PO's) to prevent these clogging up with helpdesk. We have then tried to set up another automation on the ticket that if the customer reopens the ticket it reopens as 'new' so that the team will pick it up to respond. Our customer service workflows are working ...read more
    • I am desperately trying to get a ticket system set up and need help. We are on the Starter Customer Tier, so we don't have access to Help Desk or Ticket Properities in Forms, so we need a workaround. What I want to accomplish is a) customer fills out support form on our website, b) support form automatically creates a ticket in our Hubspot system, c) ticket is automatically assigned to a team member based on the category of the ticket. ...read more
    • Hello, I spent all day yesterday designing a website on Hub spot. It was working fine then when I tried to update or save a message popped up saying error something went wrong try refreshing. Well I did that. I also tried other browsers same issue. Customer service was no help at all. I am kind of wishing I would not have spent so much time on this if the site wont work. I also cleared my cache, disabled maleware for the time being. can anyone h ...read more
    • So I made a quick adjustment to the placement of a single article in one of my categories and discovered that every article in that category has their "Last Modified" date changed to today. Is this supposed to happen? I don't recall this ever happening before when making tweaks to my categories. ...read more

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N_Reedy on July 17, 2025
Hey there, I'm looking to switch up the default knowledge base page and am trying im implement one of the templates available through the marketplace. What we currently have is pretty bare bones and doesn't allow for a lot of customization options read more
0 upvote
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ThomasSchädlich on July 17, 2025
Hi people, We currently have an issue that is hard to grasp. I have a specific user that created two tickets through our customer portal (though the issue happens for other users, too). Both of them appear in the ticket listing, and for one read more
0 upvote
1 Reply
Community Manager
July 17, 2025
Hi @ThomasSchädlich Thank you for reaching out to the Community! I'd like to invite some community members who are subject matter experts to ...read more
Solved
LFenton20 on July 16, 2025
We have a ticket channel linked to an inbox. This inbox receives marketing emails from various suppliers which then get created as a ticket and assigned to a support team. Is there a way to prevent these kinds of emails from creating tickets or read more
0 upvote
1 Reply
Hall of Famer | Partner
July 16, 2025
Hi @LFenton20 , Yes, this can be done with the deny list: https://knowledge.hubspot.com/inbox/manage-your-allow-and-deny-list Best reg...read more
QCao on July 15, 2025
When will Customer Agent AI be available to answer support emails? This is suuuuuuper high value to us when/if available.
0 upvote
1 Reply
Community Manager
July 15, 2025
Hi @QCao Thank you for your feedback. I would highly recommend you to please post these product suggestions on the ideas forum . O...read more
Solved
avomd on July 14, 2025
We want the "About this ticket" to be fully expanded and in the center of our support view. Currently it looks like the only option is to have the "About this ticket" card collapsed and only accessible in the sidebar. Two questions: 1. Is it pos read more
0 upvote
1 Reply
Hall of Famer | Partner
July 14, 2025
Hi @avomd , Yes and no, you can't move it, but you can delete it in the left sidebar and place a similarly behaving card in the middle section...read more
Solved
FKnudde on July 14, 2025
Hello HubSpot community, We are currently implementing a sync between our own external system and HubSpot. Our goal is to stay as close as possible to HubSpot’s standard object model while accommodating some relational complexity from our external read more
0 upvote
2 Replies
Member
July 15, 2025
Hi Karsten, Thanks for your quick and insightful reply, really appreciate you taking the time. We had indeed looked at association labels, and co...read more