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Top Resources for Service Hub

  • Can I use playbooks to make sure our CS team follow the correct workflow?

    • We have in-depth instructions for our CSMs to follow when onboarding a new client in Notion. Onboarding a new client usually takes a month, and throughout that time we would like to be able to automate as much as possible on Hubspot so that 1. our CSMs are given all the instructions and can tick off their duties on a checklist 2. CSMs send out emails to clients when they are supposed to What is the best way for us to use playbooks/w ...read more

  • Is it possible to setup an automated first response to tickets filed via the customer portal?

    • Hi everyone, I was able to create a workflow however, the only action under communication is to send an email. I tested it and it did sent an automated email response but the auto response did not appear in the customer portal ticket details page (see attached). What we want to do is to have all the converstations through the customer portal so hopefully any automated response will all be there so the customer don't have to check their emails. ...read more

  • How to wait for a customer response before sending an automated message in a chatflow

    • Intercom has a feature in their chatflow builder that sends an automated response to a user only after they've typed a question. I don't see the ability to do that in hubspot chatflows, is there anyway to make this happen? ...read more

  • How to report open tickets per day over a month

    • Hi all, I need to create myself an overview report of open tickets from each day for the last month(or selected period of time). Basically I want the days to be displayed on the x axis(1,2,3,4,etc) and on the y axis I want to have the number of open tickets for the particular day. Any ideas on how to do that? ...read more

  • Close out tickets permanently after set amount of time

    • Hello! First post here and am excited to be a part of this community! My company has been using Hubspot for a while now but we are just starting to dig into reporting and metrics to develop KPIs for our service and support team. I've noticed that failry often, we have customers that will reply to tickets that have been closed for several weeks (and sometimes months). This automatically reopens the ticket and greatly skewes our Average Time t ...read more

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KajalVerma on December 09, 2023
Looking for hide tool
Hey, I'm looking for a tool that can help me hide content and reveal it when I click on a specific subject. I'm currently working on an article that covers a lot of topics, including IVF, cancer-related issues, and SEO. Since the article is quite lo read more
Reply Discussion Free
0 upvote
0 Reply
CMoravec on December 08, 2023
Service / Support with multiple product lines
We are not currently using HubSpot to manage support tickets. But are really wanting to consolidate resources into one platform (HubSpot). Our SaaS organization has multiple business lines; we categorize our customers to the city they are in (i.e. read more
Reply Discussion Companies Contacts Service Tickets
0 upvote
2 Replies
BSmith08
Contributor
December 09, 2023
Hi @CMoravec , I think the answer to this will depend on how similar the stages and processes would be for solving the tickets between differen...read more
Solved
CComunicacion on December 07, 2023
Inconvenientes para agregar contactos a las listas activas
Hola En el espacio de contactos de hubspot, queremos agregar uno o varios contactos a una lista activa ya creada. Pero cuando quiero agregar este contacto a una lista, este solo me permite agregar a las listas estáticas. read more
Reply Discussion Blog
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 08, 2023
Hola @CComunicacion , Puedes encontrar instrucciones para añadir contactos a listas activas aquí: https://knowledge.hubspot.com/es/lists/add-...read more
NAmin3 on December 07, 2023
Moving and adding workflows to a pipeline
Hello, I've created two workflows for the same stage in my pipeline. One of them is currently linked to the stage, and the other is not. I'm considering replacing the linked workflow with the unlinked one. Any thoughts or recommendations? Thanks, read more
Reply Discussion Professional
0 upvote
4 Replies
karstenkoehler
Hall of Famer | Partner
December 08, 2023
Hi @NAmin3 , I'm not familiar with the interface you're sharing in your screenshot, it seems like HubSpot is running different tests on the us...read more
barbuckle on December 07, 2023
How to setup Support Tiers/Buckets
Hi. We are in the process of implementing HubSpot Service and moving from Salesforce. Our current support process allows my team to assign a support ticket to a certain tier/queue. For example, a simple support case comes in, and remains in "tier 1 read more
Reply Discussion Professional
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
December 08, 2023
Hi @barbuckle , Almost! The term 'object' in HubSpot corresponds to contact, ticket, company, deal. Those would be objects. The ti...read more
RAlmagro on December 07, 2023
No "Personalize" Option on Landing Page Builder
Hello there! Please any help with this issue?: I don´t have the "Personalize" option in my Landing Page Builder (Marketing Hub Free Version) I am the only user (super admin) in my account, but Hubspot support told me It could be related to perm read more
Reply Discussion Landing Pages
0 upvote
5 Replies
RAlmagro
Member
December 07, 2023
Kersten, thank you again. Do you think it would be ok just having the Suite CRM Starter package? (20€/month)

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