Hi, Many of our customers use a bot to answer emails automatically. Our pipeline adjusts the ticket status when a customer answers even if it is an automated reply. There are bots that keep re-opening tickets as our pipeline sends a customer satisfa read more
Hi, I have set up a workflow that enables us to have a 'Close Quarter' instead of just a 'Close Date' based on what days deals close. 95% of the time this works great, however, there are issues when a sales rep changes the close date twice in 1 read more
Hi all, We are just starting using Hubspot as CRM and we are already using Qualtrics, I would like to connect with people who have experience with using the two systems together to hear about the good features and the features that are more difficu read more
Can you schedule when you want Live Chat vs Chat Bot to appear? Simply put, my client wants to engage in Live Chat during business hours, and have the Chat bot working off-business hours. Can't seem to find any kind of scheduling.
I have a collegue that his email notifications for Service hub worked and they stopped working out of the blue. Myself and another collegue are still getting them. We had him toggle off and on notifications as well as uncheck and check notificat read more
Hi, We are a just laucnhed a B2B SaaS company and are in the process of onboarding the HubSpot Professional suite. we are looking at best ways to track all the information we would like from an onboarding and customer success perspective - we a read more
It would be nice to have the ability to send a survey within a workflow. For example, create an if/then branch on if a contact attended a webinar. If yes, then it sends a survey asking for feedback, if not, then no survey is sent. Surveys should hav read more
How do you approach your customer service or customer support strategy? Do you have a single support channel or a multi-support channel? Regardless of the stage, you’re at or the size of your business, an inbound calling cha read more
Have you ever ended a phone call with a customer and tried to remember the issue they described to you? Or maybe are wondering if you could have used a better soundbite? Or perhaps you’re trying to make sense of your case not read more
Hi, I currently have our non-hubspot form notifications set up to go to 2 email addresses however only 1 email address is receiving the notifications. I have deleted and readded the email address, turned on and off the form capture and added the read more
Hello: not necessarily a Service Hub question, but that is what I want to use this for... looking for some community wisdom :). I want to create "checklists" off of steps in ticket stages. Ideally, I want you to (either) complete Task A, THEN read more
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