Customer Success & Service

Top Resources for Customer Success & Service

    • 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
    • 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
    • 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
    • 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

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WSurgenor on May 22, 2025
Q 1: After changing and saving the Label of the Internal Name "[blank]" radio option for the Resolition property, we need to change the Label back to "[blank]". original Option 1 / default Label: [blank] Internal Name: [blank] changed t read more
0 upvote
2 Replies
Participant
May 22, 2025
the property is a HubSpot default Ticket Property. It's property type is Radio select. A default option of the radio is the [blank] ie no Resolution ...read more
laupiga94 on May 22, 2025
We’ve recently enabled the HubSpot chatbot in our app, paired with the AI agent and connected to our knowledge base. Everything is working great, except for one issue: When users visit the knowledge base directly, the chatbot still pops up. We’d read more
0 upvote
2 Replies
Recognized Expert | Diamond Partner
May 22, 2025
Hi @laupiga94 , You can adjust where the chat is shown with the targeting settings on each chatflow. In the screenshot I provided, the...read more
GPeters74 on May 22, 2025
Was trying to create a property using the "year" function so as to get the current year only output. No matter what I try it ends up putting the entire date and doesn't actually give the correct Output.
0 upvote
3 Replies
Participant
May 22, 2025
Okay, will try. Didn't realize that this converts a "date" type property and changes it to a "number" type property.
Solved
esteeratliff on May 21, 2025
On a lot of the password websites that are shown for the Customer Portal, this wording appears: " password must be at least 8 characters long and include lower and uppercase letters, a number, and a symbol ". We can't find where/how to change that w read more
0 upvote
2 Replies
Contributor
May 21, 2025
Thank you! I'll upvote those & let my team know.
Solved
NCoughlan on May 20, 2025
I have recently implemented our HubSpot Customer Portal and have been able to customise a lot of what we are doing with it, for example we are not using it for customer service tickets so have been able to change the labels, redirect to landing page read more
Recognized Expert | Diamond Partner
May 21, 2025
Hi @NCoughlan , The HubSpot Customer Portal fetches the logo, colors, and favicon from your global branding settings and Unfortunately HubSpot ...read more
PedroAlves on May 20, 2025
I was blocked on your blog when trying to access from the email below I received. I don't know why. Cloudflare Ray ID: 942ba84ffea15bf0 . Hope you can solve this. Love reading your blog Pedro Alves.
0 upvote
1 Reply
Hall of Famer | Partner
May 20, 2025
Hi @PedroAlves , The block may have been triggered automatically by Cloudflare’s security system, sometimes due to network activity or locatio...read more