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Customer Success & Service

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Company (Customer) Picker for Hypercare Dashboard
- Hi All I was hoping to create a simple Hypercare dashboard with all of the relevant reports on for our new clients currently in the onboarding stage, but I can't seem to design a dashboard or report that can filter by "company" or customer. Types of data I want to show is basic: Trend of ticket numbers coming in daily. Tickets closed daily. Ticket categories / types (incident versus requests) Top ticket loggers. Maybe a visual of ou ...read more
how to best get data stored under fields in the deal object into the company object
- Hi there, Can someone help with how to best get data stored under fields in the deal object into the company object. Is there an easy way? Basically the sales team collects information during the sales process under the deal that we would like onto the company level. In particular for the customer success workspace which is on the company level. ...read more
Advice on updating Service pipeline when company has upgrade and renewal deals
- I am currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issue is - when my sales Reps create an upgrade or renewal deal for the same customer, this workflow above will trigger a double up of the customer in the CS Service pipeline so I want to find a way that ...read more
How to pass Ticket Description to Email Template without converting to plain text?
- Good Morning! I am running into an issue at the moment with the Hubspot Workflow Editor, and Email Templates. Basically I need to pass the ticket description to the body of the email that i am sending out, but it is converted to plain text. The description of the ticket is something like the following: "The following devices are offline: Company: Acme Inc. Facility: New York, NY Portal Information: Door 1 | 00162511AB34 | 2025 ...read more

Solved

AArif1 on May 15, 2025

Link Insertion Query

Hi HubSpot team, I am willing to get my blog link inserted in one of your published articles. Plz lemme know how I can get it done? Plus, do you guys accept guest posts?

Reply Discussion Free

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

May 15, 2025

Hi @AArif1 , You can find information and resources about submitting a blog here: https://www.hubspot.com/customers/user-blog-guest-bloggi...read more

RSunkara on May 15, 2025

Pagination setup in ADF

Hi, I’m looking for support in implementing pagination for HubSpot data in Azure Data Factory.

Reply Discussion Knowledge Base

0 upvote

1 Reply

BérangèreL

Community Manager

May 15, 2025

Hi @RSunkara and welcome, it's a pleasure to have you here! Thanks for asking the HubSpot Community! I have found for you the solution from @...read more

Solved

LC79 on May 14, 2025

Company (Customer) Picker for Hypercare Dashboard

Hi All I was hoping to create a simple Hypercare dashboard with all of the relevant reports on for our new clients currently in the onboarding stage, but I can't seem to design a dashboard or report that can filter by "company" or customer. read more

Reply Discussion Dashboards

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

May 15, 2025

Hi @LC79 , You should be able to add dashboard filters for customer status like explained here: https://knowledge.hubspot.com/dashboards/use-...read more

KDorsey2 on May 14, 2025

Chat Options for Better Visibility

Hello, Our chat has more traffic than our phones, and less responses than our form submissions. Because of this, the chats get lost in the HelpDesk, as the team is usually working Tickets. In other CRMs, the chat is presented as a pop up for th read more

Reply Discussion Chat

1 upvote

3 Replies

KristelA

Contributor

May 16, 2025

Hi, you can use a workflow to turn a chat into a ticket (no need to pass by Helpdesk) and even route it to assign the best agent and even get a notif...read more

AFranklin4 on May 14, 2025

Company average NPS

I want to create a Company Property that is an average NPS score based on the NPS Property of every Contact associated with that Company. Please advise on the best way to accomplish this.

Reply Discussion Professional

0 upvote

2 Replies

EmmaAtKiwi

Top Contributor | Platinum Partner

May 15, 2025

Hey @AFranklin4 ! Unfortunately this isn't possible yet 😞 But you can upvote the idea! - https://community.hubspot.com/t5/HubSpot-Ideas/Ab...read more

ClaireBIGENIUS on May 14, 2025

Knowledge base migration - Draft article content erased if you update article order in categories

Hi, This post is to check if some other Knowledge base users are having the same troubles as I am. Since the Knowledge base migration, if I update some articles without publishing the updates (let them in draft mode) and then reorganize articles i read more

Reply Discussion Knowledge Base

8 upvotes

3 Replies