Customer Success & Service

Top Resources for Customer Success & Service

    • Hi, When I create a form, I can only use the Ticket properties if the type of form I’m building is "Legacy Form Editor." Am I missing something, or is it not possible to use properties other than those for Contacts and Companies in the Form Editor? Is there any possible workaround? Thank you. ...read more
    • Hi, I have a contact property which has the values "Yes" and "No", this changes based on the number of closed support tickets they have. Is it possible to send a Support Feedback Survey out to customers when they are set to "Yes"? I want these contacts to be able to receive the survey multiple times Thanks ...read more
    • Hi HubSpot Community, I'm facing an issue where I can see full email threads inside a ticket, but in the Inbox, I can’t see the client’s replies. The ticket was generated when a Customer Partner (CP) forwarded an client's email to support. Now, the ticket is correctly associated with the client's contact and company, but the full conversation isn’t visible in the Inbox—only in the ticket. Any ideas on how to resolve this? Has anyone ...read more
    • We forwarded an email from a closed ticket to another person at the client company. The contact was not associated with the ticket and responded to our email. Their response was logged against the ticket but the ticket did not reopen. Do they have to be associated with the ticket for it to reopen? Does forwarding an email not associate the receiving contact with the ticket? Does the ticket have to be open for the contact to be associa ...read more
    • Hey, I’m working on setting up a better way to track churns and terminations in HubSpot. Right now, there’s no solid process in place, and the team has asked me to automate it. The idea is simple: if a customer emails support@example.com with keywords like "ending my contract," "termination," etc., a ticket should be created automatically. Is there a way to pull those emails into a property or trigger something based on those ke ...read more

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DSurman on March 22, 2025
Hi All, Has anyone experienced long delays in the magic links for Knowledge Base access groups receiving their authentication? We've had a few users who have experiened 7-8 hour delays, and by the time they receive the links, they're expired. read more
0 upvote
2 Replies
Contributor
March 24, 2025
Thanks, Diana - I'm glad to hear the internal team has made the adjustments, but maybe they're still testing it, as the display and linking issues ar...read more
NConley on March 21, 2025
The protected content is an important part of serving KB Articles to our customers, while also protecting our features in our very predatory market. I really like the new Customer Service Agent, but was very dissapointed to find out that it can' read more
Community Manager
March 24, 2025
Hi @NConley and welcome, we are so glad to see you here! I'd like to thank you for sharing your valuable feedback! This means a lot to us. I ha...read more
brokerkit on March 21, 2025
Hello! I'm using Luma with HubSpot, and I've noticed that when a user says the word "Agent," it automatically triggers a "transfer to human." Is there a way to prevent this from happening while still allowing transfers in other appropriate scenarios read more
0 upvote
2 Replies
Member
March 21, 2025
Thanks for the reply @PamCotton ! Where do i find those settings, is it this config? if it's blank it means that by default it goes to "Agent"? ...read more
TWoods7 on March 21, 2025
Hey, I've got a sequence that uses manual and auto email. (step 1 manual email >> step 3 auto email) When I enroll the contact into the sequence I have an option to choose which email account it links to and link it to outbox 'A'. Then, whe read more
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1 Reply
Participant
March 21, 2025
Ps. I think the last point will resonate with a large audience
jbullco20 on March 20, 2025
I have 2 questions. I created a website on Hubspot. I think I have figured out most of the things I wanted to do. However, there are 2 things I can’t seem to figure out. 1. Link the Hubspot website to my domain. 2. Link the “Contact Us” form read more
1 upvote
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Hall of Famer | Partner
March 21, 2025
Hi @jbullco20 , For the first question, please refer to this step-by-step instruction: https://knowledge.hubspot.com/domains-and-urls/connect...read more
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JFielder8 on March 20, 2025
where is the best place to find free training vidoes on hubspot for a beginner? I am about to luanch my new buysiness and need to set up Hubspot with my website, FB, X and LinkedIn but cant find training to do it? any help woudl be greatly read more
0 upvote
2 Replies
Hall of Famer | Partner
March 20, 2025
Hi @JFielder8 , The best place would be the HubSpot academy, and for marketing basics this certification: https://academy.hubspot.com/courses...read more