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Service Hub

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Top Resources for Service Hub

  • Getting Started with Playbooks - Service Hub ‌📚‌

    • Hey Community, Did you know that customer service playbooks can improve your customer experience and create a world-class team of support agents? A customer service playbook is a document used to outline best practices and guidance on how to resolve customer cases and onboard new reps. Each member of your customer service team has different needs from a new hire to your rep with a 90+ NPS. Keeping track of their ...read more

  • Tracking a schedule of items

    • Problem We are wanting to improve the communication between the factory and the shop using tickets with workflows. Background We produce kitchens. There are many components to making and installation of a kitchen. We have a contracted manufacturer we use and a spreadsheet set up with a list of items to be produced. We have an internal job number, order number, job type, door type, cabinet qty, order date, and date required. Action requ ...read more

  • What’s New in Service Hub Professional - May 2022

    • Hey Community, Did you know that Service Hub Professional recently introduced three new features : Playbooks Call transcription and Coaching Inbound calling. Building a customer service department takes time, dedication, and investment. What if we told you that you could improve your customer experience while building a winning team. Over the next few weeks, I’ll be sharing deep dives on how to maximize these new ...read more

  • How can we trigger an automatization to change the "status" of a ticket ?

    • Hi! Thank you so much for helping me. I cannot arrive to find the automatization to change the status of a ticket once the customer or provider answer an email or interacts inside the ticket. The idea is that once something occurs inside the tickets, its open automatically so that the agent knows that it has something to do in that particular ticket. Any help would be highly appreciated! ...read more

  • Create Tickets from WooCommerce Orders

    • Hi friends, I need your kind help with WooCommerce<>HubSpot connection. Currently we are using WooCommerce by MakeWebBetter as a connector between our WooCommerce store and HubSpot. We need to create HubSpot Ticket for each WooCommerce orders with correct Contact, Company, and Deal associated with the ticket. How do we do so? Any advice would be highly appreciated. -Ebarak ...read more

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CHimmi on January 17, 2022
New to the Service Onboarding community board? Introduce yourself here ⬇️
One of the best ways to learn is by doing and sharing with other new HubSpot Service Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introdu read more
Reply Discussion
2 upvotes
4 Replies
CHimmi on December 15, 2021
Service Hub Pro - Onboarding step 1 : Strong foundations
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
Reply Discussion Service
0 upvote
2 Replies
Solved
EUrsu on May 27, 2022
Internal property name edit
How do I edit an internal name of a property?
Reply Discussion
0 upvote
2 Replies
EUrsu
Member
May 27, 2022
Thank you!
M4tr1xN30 on May 26, 2022
Open attachments in external viewer?
Hi All. Apologies if this has been asked/answered elsewhere. I can't seem to find anything that answers my question. Is there any way of opening attachments added to a company or contact page, open in an external editor? Currently, if we wan read more
Reply Discussion Companies Contacts CRM Enterprise File Manager
0 upvote
4 Replies
M4tr1xN30
Contributor
May 27, 2022
Thanks for your reply and for your time in looking at this 🙂
kvonloesecke on May 26, 2022
Getting Started with Playbooks - Service Hub ‌📚‌
Hey Community, Did you know that customer service playbooks can improve your customer experience and create a world-class team of support agents? A customer service playbook is a document used to outline best practices and g read more
Reply Discussion best practices Enterprise Getting Started Playbooks Professional Service
4 upvotes
2 Replies
Mike_Eastwood
Key Advisor | Gold Partner
May 26, 2022
Hi Kristen, I'm excited to see Playbooks are now available in Professional (previously Enterprise only) so our first Playbook is the Qualificat...read more
Solved
DMollard on May 26, 2022
Can I create an activity to a list?
Hi community! I was wondering if someone could help me with the following issue. I would like to log in an activity record to a list of people in hubspot. For example from a list of 200 users, log in that they have been contacted by SMS (We need read more
Reply Discussion
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 26, 2022
Hi @DMollard , There aren't any bulk activity actions in the app but you could import the text messages as notes. That way, you could log thos...read more
Solved
prateeks885 on May 26, 2022
Sender Name going with the company name
Hello everyone, we are facing an issue with respect to the sender's name while replying from the Hub post. The sender name is Parcelace Support and the Company name is ParcelAce Tech Solutions Pvt Ltd, now when we are replying to tickets, sende read more
Reply Discussion Free
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 26, 2022
Hi @prateeks885 , You can change this under Settings > Inbox > Inboxes . Select the correct inbox and, under Channels , find your ...read more
Solved
DCrookson on May 25, 2022
Searching for tickets based on company properties
Hi there Does anyone know if it is possible to filter down service tickets based on properties of the company the ticket is associated with? I can only find a way of filtering down service tickets by ticket properties. Thanks Dave
Reply Discussion
0 upvote
5 Replies
karstenkoehler
Hall of Famer | Partner
May 25, 2022
Hi @DCrookson , Navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder. Select tickets (primary) and ...read more

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