Customer Success & Service

Top Resources for Customer Success & Service

    • Hey everyone, I'm excited to try out the HubSpot AI chatbot but I noticed it only accepts training data through URLs. What's the best way to add data from Word documents, PDFs, or Excel files for the chatbot? Do I need to put that data on a webpage, or is there an easier method, like hosting the file on HubSpot or Google Drive? Thanks! ...read more
    • Hi HubSpot Community! I’m working on setting up our customer support ticketing system in HubSpot, and I could use a bit of help. I’m trying to ensure that all our ticket-related emails follow a consistent naming convention in the subject line, similar to HubSpot’s own setup. I want all emails related to a ticket, including replies from our team, to have a subject line like this: Ticket #[Ticket ID] – [Ticket Name] And I’d love ...read more
    • Hi HubSpot Community, I hope this message finds you well. I'm currently exploring ways to optimize our customer service processes using HubSpot, and I would greatly appreciate insights and recommendations from those with experience. Specifically, I'm interested in learning about best practices for managing customer interactions, leveraging automation for support tasks, and any tips for enhancing overall efficiency within the HubSpot platform. ...read more
    • I'm looking for a way to automatically associate tickets if they both associated to the same deal. To explain how we have our process set up... We have our service order forms from our website save as tickets that are manually associated to a deal. When the deal is won... a new service ticket (in a separate ticket pipeline) is automatically created associated to the deal, to begin completing the service order. We'd like for the original se ...read more
    • Hi Guys, We already have a ticketing system (Service Hub - Help Desk) where users can submit tickets through email, phone, or our customer portal. When a ticket is submitted and received , I want to trigger an automated response. The response should include suggestions for articles from our knowledge base that may help resolve the issue. Here’s a detailed breakdown of what I want to achieve: Automated Response Trigger : Wh ...read more

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MTaub on July 19, 2024
Hi, I have been using the desktop browser for years and have had no troubles. Recently, I downloaded the app on my iPhone and I have having a problem seeing the deals I have created. I can see deals from 2023 and some deals made this month (Jul read more
0 upvote
2 Replies
Member
July 19, 2024
I am logged into the same account. Other people in my company are having the same problem. I have cleared all filters.
adriano-azos on July 17, 2024
Hello there, How do I configure the customer portal to connect with Firebase Auth to avoid creating a separate account system? Where do I get the URL on Firebase, auth to configure SSO with SAML or another way?
Participant
July 22, 2024
How do I configure the SSO URL, Entity ID, and Certificate fields? Where do I get this information to fill?
DKeating on July 17, 2024
Your article "11 Customer Service & Support Metrics You Must Track" correctly mentions FCR - but for some reason it's not something that you can actually track by defualt in HubSpot!! There's a few questions on the forum about this, but the read more
0 upvote
2 Replies
Member
July 19, 2024
Here's the revised reply with the updated link: --- You’re right; First Contact Resolution (FCR) is crucial but isn't readily available in HubSpot'...read more
Solved
Matt-B on July 17, 2024
Hey everyone, I'm excited to try out the HubSpot AI chatbot but I noticed it only accepts training data through URLs. What's the best way to add data from Word documents, PDFs, or Excel files for the chatbot? Do I need to put that data on a web read more
0 upvote
4 Replies
Member
July 20, 2024
My manager doesn't like Pdf files to be the knowledge base of AI since Pdf is not easy to be updated by itself and prefers to use URL of web pages. H...read more
ADuross on July 16, 2024
We are having an issue where emails sent from Team B regarding tickets in their pipeline are being automatically logged to tickets in the Team A pipeline. These emails keep reopening resolved tickets in Team A's pipeline. Both teams need to be a read more
0 upvote
1 Reply
Thought Leader | Platinum Partner
July 17, 2024
Hey @ADuross I don't think this is possible at the moment. HubSpot has a never log email list which you can set specific email addresses to not ...read more
Scottland23 on July 16, 2024
We have several clients who are accessing Hubspot webpages that have embedded forms (from the form module). However, on their webpage where the form should be, they receive the following error message: Error: Cookies Disabled Your Cookies are read more
0 upvote
2 Replies
Participant
July 17, 2024
Hi @TomM2 - Thanks for the reply! This is occuring for about 10% of our clients. Unfortuantey, no one on the internal team has been able to replica...read more