We want to leverage the Health Score feature in HubSpot to give our Customer Success team a quick and clear view of which accounts need attention. Currently, we use a third-party data tool to generate our health scores, which are then pushed into read more
Thanks for your reply! What we liked about this new feature though was the color coding. It makes it really quick and visual to see which accounts ...read more
Hi everyone, I'm currently using ServiceHub for our company's onboarding pipeline, and I'm facing a few challenges. Our clients don't always complete onboarding steps in order, and sometimes they don't finish all the steps. I want to create read more
Hey @leamoise ! Super common challenge, totally get it. We wrote a guide that might be helpful, at the highest level, about setting up an onboar...read more
The documentation provided by the Knowledge Base Move an inbox channel and chatflows to help desk (hubspot.com) fails to mention the form on the Customer Portal to create tickets. ⚠️ HubSpot does not migrate completely the form and will cau read more
Hi @mccormack , I hope that you are well! Thank you so much for sharing this tip with the Community! I will also share your valuable feedback in...read more
I'm hoping to route tickets for my service organization into the appropriate teams based on the time of the day (e.g. if a ticket comes in after hours, it's routed to the late shift team). However, it appears that there's no out-of-the-box method t read more
@KFrost6 your initial question was so well composed, I thought you were already referring to the right feature.
In the workflow settings, you...read more
In the daily service routine, it's common for previously closed tickets to be reopened due to additional customer inquiries.
However, creating report data for such scenarios in HubSpot can be challenging. Besides the standard "Time to Close," read more
There have been submissions on the HubSpot Community to implement a format the names of Service Hub tickets. Here are a few: https://community.hubspot.com/t5/HubSpot-Ideas/Ticket-name-management/idi-p/311186 https://community.hubspot.com read more
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...read more
Hello everyone, I am working on trying to efficiently display assistants in the contact sheet of their manager (maybe using cards). But I understand that it is not possible to associate a contact to another contact... Are there workarounds that read more
Hello, I did Hubspot Jira Integration and that is working fine. One issue that I am facing is syncing the Ticket priority from Jira to Huspot and from Hubspot to Jira. In Hubspot Priority field, we have only status Low, Medium & High. No read more
Hello, We have a property field that contains 2 values seperated by a comma. I would like to get the value of the property field that is before the comma only. Is there a way to achieve this? For example: Property value: Spain, read more
Hey @Levi , Thanks! The export option worked for existing data. I created a js cusotm code for all new added stuff to have it scalable for the fu...read more
Hi, We chose Hubspot free version as we are just starting up. HS appears amazing but we're having challenges in setting up. We have 30 Services/Products that we'd like to add as a "checklist property" in Companies Contacts Properties. Can anyone read more