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

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

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

Hi there! I was wondering if someone could help me out with embedding a five-star review in signature through Service Hub. Thanks!

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

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

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

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

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

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

Hello there ! In this video, we are going to outline the best practices in relation to the following HubSpot Service Hub tools: conversations, inbox and tickets. In the video, we discuss: 0:15 : Difference between convers read more

As teams grow, they adopt disparate systems for marketing, selling, and servicing customers, making for messy data. HubSpot’s automation engine is built on one unified CRM platform, connecting data across business functions and integrating with fav read more