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Susancolleman on March 25, 2024
I would like to improve service processes, and leverage HubSpot's reporting capabilities to continuously improve customer service performance Any insights, strategies, or case studies to share on optimizing service goals within the HubSpot platf read more
1 upvote
2 Replies
Most Valuable Member | Elite Partner
April 01, 2024 07:41
Hi @Susancolleman to create robust reports, it's important to create custom properties to track the information you need to align with your custome...read more
SHolzer on January 08, 2024
How do I remove <noreply@hubspotservicehub.com> from emails and replace with our own email address?
0 upvote
1 Reply
Most Valuable Member | Elite Partner
January 09, 2024 11:09
Hi @SHolzer , it sounds like you need to configure the inbox settings - here's the link to the knowledge base about setting up the fallback email a...read more
Solved
SKelly42 on November 25, 2023
Hello- We are launching hubspot for quoting and we are loading all of our products to hubspot. We we would love to be able to give our custoemrs access to our pricing through the customer portal as well as allow them to track their orders(note - read more
1 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
November 27, 2023 08:36
Hi @SKelly42 and welcome to HubSpot & the HubSpot Community! Which Hub and tier are you using? A customer portal sounds like a Service H...read more
Solved
PPuri8 on June 09, 2023
Hi, I'm trying to set up a support pipeline view so that all agents see the same views, with the same filters on them. I can save the view and then they add it to their pipeline board but I'm looking for a way that I can set it up as an adm read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
June 09, 2023 14:26
Hi @PPuri8 , Thank you – that makes sense. You can't make this the default for all users but you can share it with them and they can make it t...read more
Solved
KFrost6 on April 05, 2023
Hi, We are in the process of migrating to Hubspot. One of our existing workflows is: 1) Once we have responded to a customer, we will wait 24 hours before sending them a follow up, asking if anything is outstanding and letting them know that if we read more
1 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 07, 2023 14:37
@KFrost6 would a CES survey work for this? It might take a little rethinking on your current process, and might include closing the ticket to tri...read more
erinwawok on March 10, 2023
We are moving from Zendesk and currently have all users assigned to the same outbound phone number. This is ideal because then all clients have the same number for our support line, business cards are simpler, etc. I'm not seeing a way to do this in read more
0 upvote
1 Reply
Community Manager
March 10, 2023 17:05
Hello @erinwawok , thank you for posting in our Community! The process for registering a phone number is user-specific; while multiple users ...read more
Solved
TobiasW on September 19, 2022
Hi HubSpot community, I am in charge of the customer success strategy of a company that uses both marketing and service hubs professional. However, it seems we are having misunderstandings with our agency and I would like to clarify somethin read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 19, 2022 06:01
Hi @TobiasW , This depends on your exact setup. Theoretically, what you're describing could be configured in various ways. I'll try to answer ...read more
Solved
MLawson1 on September 09, 2022
Hi, I am working with Tickets in Hubspot, and I need to create a ShortCut Story (ShortCut is similar to Asana, Clickup, etc) from a ticket. Unfortunately the inline images are provided to Zapier in the description field with a [CID:image001.png@### read more
1 upvote
8 Replies
Accepted Solution
Participant
September 22, 2022 09:08
OK thanks, at least we are now aware of this limitation, that pasted/inline images cannot be accessed outside of Hubspot. Annoyance is not really...read more
Solved
AKampakis on August 11, 2022
Hello, I have created a workflow and I want to engage 2 pipelines of ticketing together. Everytime an action happens I want to change the status to the already created ticket in the 1st pipeline , and after this I want to change the status of t read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
August 11, 2022 11:53
Hi @AKampakis , I'm still not quite sure what exactly you want to achieve. It sounds like you want tickets across different pipelines to move ...read more
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