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Service Hub Onboarding

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Solved

JMidgley on October 11, 2024

Confidentiality of Emails in Help Desk

We have just started using Service Hub so that we can take customer enquiries as tickets via a form on the website, and I am in the process of setting this up with relevant pipelines, forms, etc. We have been using HubSpot for a long time for market read more

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2 upvotes

5 Replies

Accepted solution

Adriane

Top Contributor | Diamond Partner

October 14, 2024 06:30

Hi @JMidgley , it sounds like you're working with a nuanced use case in HubSpot. Unfortunately, like @Jnix284 and @danmoyle already said: ...read more

Solved

madbrain on August 20, 2024

Best Practices for Onboarding with Hub-spot Service Hub

Hi HubSpot Community, I’m in the process of onboarding with HubSpot Service Hub and would love some insights from those who have experience with it. What are the best practices for getting started with Service Hub to ensure a smooth implementation read more

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1 upvote

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Accepted solution

Lucila-Andimol

Thought Leader | Platinum Partner

August 21, 2024 10:33

Hi @madbrain this ia very broad question about a whole Hub that can help you do so many things. I'd like to ask you what are 3 goals/challenge...read more

Solved

Markafly on July 30, 2024

Migration from Zendesk to Service Hub Best Practices

HI, I have used several Support platforms for the past 15 or more years and have migrated back and forth between products, comanies, etc. I will say I am surprised, and somewhat also dissappointed there is not better onboarding step by step direct read more

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danmoyle

Most Valuable Member | Elite Partner

July 31, 2024 08:55

Thanks for the tag @BérangèreL . Hi @Markafly and wecome to the HubSpot Community! In additiojn to the onboarding HubSpot offers (a program we're ...read more

Solved

DDusthimer on February 16, 2024

Workflow to create task if no activity

Hello! I'm attempting to create a workflow that will automatically create tasks for my team to follow up if they have not received a response from a new customer who is in onboarding. We're currently sending these emails manually using email tem read more

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0 upvote

1 Reply

Accepted solution

Jnix284

Hall of Famer

February 16, 2024 19:17

Hi @DDusthimer happy to help, the good news is that there is a much simpler solution to check for replies. Sales email replies are tracked se...read more

Solved

MWolfe2 on October 25, 2023

Configuration Best Practice

Looking for advice to do it right ... right out of the gate: Example of our Use Case. We are standing up a new helpdesk. That helpdesk will support multiple companies with multiple products. I want to walk through recommendations on configura read more

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1 upvote

5 Replies

Accepted solution

Lucila-Andimol

Thought Leader | Platinum Partner

October 27, 2023 10:13

Hi Mike, thanks for getting back. So the pipeline is the process, the steps you/your team takes to solve a problem/onboard a new customer/etc. ...read more

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