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Service Hub Onboarding

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Solved
JCooper91 on October 13, 2025
In order to create a Help desk space, it's required to connect a hubspot team. In connecting a team, only tickets assigned to that team will show up in that Help desk space. What I'm confused about is why there's an "Unassigned" view in a Help read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
October 14, 2025 05:56
Hi @JCooper91 , Your create view settings look correct for a space‑scoped team view. Unassigned view is meant to show tickets that ...read more
Solved
Naveen28 on July 22, 2025
I need your help. As a service hub user, I know that when a chat comes in contact, the company gets automatically associated with the ticket. Can we also see the deals associated with that contact in the helpdesk view? I know it's not a straightforw read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Diamond Partner
July 24, 2025 02:26
Hey @Naveen28 , I had a client that faced a similar, or even a bigger issue and it was seeing Leads in the Help Desk. Now Leads are not even a...read more
PvPHS on May 15, 2025
Hi, We are looking into the routing functionality in the Helpdesk from Hubspot. ( Route tickets in help desk based on agent skills ) We want the routing to kick-off once ticket get to a specified pipeline status. So, not when a new ticket is cre read more
0 upvote
1 Reply
Thought Leader
May 15, 2025 16:16
Hey @PvPHS 👋 Thanks for the well-thought-out suggestion. We are limited to the options listed in the documentation . For feature suggestion...read more
Solved
ClemenceP on December 30, 2024
Hi Everyone ! I want our customer success team to start using the Customer Success Workspace but I can't set it up the way I would like. I've noticed that you can use a Custom Object as the chosen object, which is perfect for us, but the Healt read more
2 upvotes
2 Replies
Accepted solution
HubSpot Alumni
December 30, 2024 17:22
Hey @ClemenceP , happy Monday! I checked and currently, the Health Score only works with Companies, and pipelines are limited to Deals and...read more
Solved
OTanti on August 09, 2024
We have a knowledge base article on hubspot https://portal.domain.com/knowledge-base/more-info which is behind SSO. When a user tries to access https://portal.domain.com/knowledge-base/more-info they will be redirected to Microsoft Logi read more
0 upvote
3 Replies
Accepted solution
Community Manager
August 15, 2024 15:15
Hey @OTanti , I see you also connected with HubSpot Support regarding this. Thank you for reaching out! To confirm, HubSpot does not offer any cust...read more
DKazaryan on July 03, 2024
Hi there! I was wondering if someone could help me out with embedding a five-star review in signature through Service Hub. Thanks!
HubSpot Moderator
July 05, 2024 09:20
Hello @DKazaryan , Thank you for contacting us. Could you please give us more context about the goal you want to achieve? The more infor...read more
Solved
BCartee on November 30, 2023
Hi all, I'm trying to set up an additional workflow step in a service pipeline and in one of the steps I want to send a communication of the status of the ticket to a recipient. I was wondering if there is an ideal way to assign and trigger the read more
0 upvote
2 Replies
Accepted solution
Recognized Expert
December 03, 2023 19:06
Hi @BCartee You could trigger a Workflow, when a Ticket hits a Stage (in the Support Pipeline) to notify your team. Is this what yo...read more
Solved
BPollard on November 02, 2023
Hello! We’re a Cyber Security MSSP and a basic HubSpot CRM user, but are interested in the Customer Portal. I’ve read through the online docs but unsure whether it will meet our requirements. We want an approved client to be able to login to t read more
Accepted solution
Recognized Expert
November 02, 2023 13:58
Hi @BPollard Yes, you can use SSO in Membership Portals and here are some more notes: Ordering products will require a bit of work on ...read more
TownFish on September 13, 2023
Not sure if this is the correct topic section to post this in but I couldn't find one that fits my issue... When i log into my profile the page keeps refreshing, the URL changes briefly whilst this refresh occurs and it happens repeatedly not al read more
0 upvote
5 Replies
HubSpot Alumni
February 02, 2026 15:15
Hey @HPaintingandC Thank you for adding your comment to the thread! I'm sharing some resources to give you more context to help you find ...read more
Solved
OllyLD on March 20, 2023
Good Afternoon, I was wondering if anyone has any presentation/onboarding resources to deliver to a small service team. We have moved from ZenDesk and have been using HS for Sales/Marketing but have now moved Service Hub over. Just wondere read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 20, 2023 11:59
Hi @OllyLD , The Service Hub Software certification course is a great starting point: https://academy.hubspot.com/courses/hubspot-service-sof...read more
CHimmi on December 15, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with the Service Hub of Hubspot. We will notably talk about how to set read more
0 upvote
3 Replies
Top Contributor
December 14, 2025 22:33
Thank you for the resources!
CHimmi on December 15, 2021
Hi there and welcome into step 2 of our Community-enabled onboarding program. If you missed the first step, it is available here . After having completed the first set-up tasks, we will be discussing the main functionaliti read more
1 upvote
0 Reply
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