# \#customer-success

**URL:** https://community.hubspot.com/tag/customer-success/923.md

[Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md)

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## [Set a default health score on company record cards](https://community.hubspot.com/t/set-a-default-health-score-on-company-record-cards/163517)

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**Author:** [@LGeorge25](https://community.hubspot.com/u/LGeorge25)\
**Replies:** 0\
**Last updated:** [October 30, 2026, 8:03pm UTC](https://community.hubspot.com/t/set-a-default-health-score-on-company-record-cards/163517 "2026-10-30T20:03:49Z")

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Allow admins to choose which health score appears by default on the company record’s Health Score card. Currently, it shows t…

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## [Why can’t custom survey responses be used directly in customer health scores?](https://community.hubspot.com/t/why-can-t-custom-survey-responses-be-used-directly-in-customer-health-scores/163249)

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**Author:** [@Patrickmeditech](https://community.hubspot.com/u/Patrickmeditech)\
**Replies:** 7\
**Last updated:** [October 29, 2026, 1:21pm UTC](https://community.hubspot.com/t/why-can-t-custom-survey-responses-be-used-directly-in-customer-health-scores/163249 "2026-10-29T13:21:22Z")

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We use Service Hub Professional and have created a survey called Client Services Executive NPS to better understand how our c…

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## [Is a Knowledge Base Worth Building? Start Small, Then Let AI Help It Grow](https://community.hubspot.com/t/is-a-knowledge-base-worth-building-start-small-then-let-ai-help-it-grow/162162)

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**Author:** [@JRoulston1](https://community.hubspot.com/u/JRoulston1)\
**Replies:** 1\
**Last updated:** [October 16, 2026, 11:27am UTC](https://community.hubspot.com/t/is-a-knowledge-base-worth-building-start-small-then-let-ai-help-it-grow/162162 "2026-10-16T11:27:33Z")

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Not sure a knowledge base is worth the effort? Here’s what I tell customers in Small Group Coaching: start small — five to te…

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## [RevOps Specialist at Workiz in San Diego](https://community.hubspot.com/t/revops-specialist-at-workiz-in-san-diego/161380)

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**Author:** [@04534](https://community.hubspot.com/u/04534)\
**Replies:** 1\
**Last updated:** [October 9, 2026, 12:10am UTC](https://community.hubspot.com/t/revops-specialist-at-workiz-in-san-diego/161380 "2026-10-09T00:10:08Z")

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You’d be the first point of contact for Sales and CS on CRM requests. You’d also find the root cause of recurring process gap…

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## [Knowledge Base keywords](https://community.hubspot.com/t/knowledge-base-keywords/158849)

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**Author:** [@Twahl215](https://community.hubspot.com/u/Twahl215)\
**Replies:** 3\
**Last updated:** [September 22, 2026, 12:20pm UTC](https://community.hubspot.com/t/knowledge-base-keywords/158849 "2026-09-22T12:20:50Z")

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Hey Hubspot folks, our customer success team has been using Knowledge Base for a few years now for customer FAQ articles as w…

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## [How to analyze and reduce repeated support tickets in HubSpot Service Hub?](https://community.hubspot.com/t/how-to-analyze-and-reduce-repeated-support-tickets-in-hubspot-service-hub/155773)

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**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\
**Replies:** 6\
**Last updated:** [August 13, 2026, 12:08pm UTC](https://community.hubspot.com/t/how-to-analyze-and-reduce-repeated-support-tickets-in-hubspot-service-hub/155773 "2026-08-13T12:08:53Z")

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When I am looking at a Service Hub setup, I don’t merely consider how quickly the tickets are being closed, since I also want…

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## [Churn Prevention with ChurnScope](https://community.hubspot.com/t/churn-prevention-mit-churnscope/155587)

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**Author:** [@PepDev](https://community.hubspot.com/u/PepDev)\
**Replies:** 2\
**Last updated:** [August 10, 2026, 2:29pm UTC](https://community.hubspot.com/t/churn-prevention-mit-churnscope/155587 "2026-08-10T14:29:57Z")

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Hello HubSpot users, As a developer at Pepdev, I know the problem faced by many freelancers and small B2B providers: You notice…

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## [Churn Prevention](https://community.hubspot.com/t/churn-prevention/155589)

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**Author:** [@PepDev](https://community.hubspot.com/u/PepDev)\
**Replies:** 0\
**Last updated:** [August 9, 2026, 1:11pm UTC](https://community.hubspot.com/t/churn-prevention/155589 "2026-08-09T13:11:38Z")

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Hallo zusammen in der HubSpot-Community! Als Entwickler bei Pepdev kenne ich das Problem vieler Selbstständiger und kleiner …

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## [Customer Success Health Score Reporting](https://community.hubspot.com/t/customer-success-health-score-reporting/155288)

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**Author:** [@Patrickmeditech](https://community.hubspot.com/u/Patrickmeditech)\
**Replies:** 2\
**Last updated:** [August 5, 2026, 11:21am UTC](https://community.hubspot.com/t/customer-success-health-score-reporting/155288 "2026-08-05T11:21:36Z")

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Hi HubSpot Community, I’m working in Customer Success \> Actions \> Health Score Review and I’ve noticed a gap in how Customer…

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## [Built a HubSpot app solo. Passed technical review. Now I need a few real installs](https://community.hubspot.com/t/built-a-hubspot-app-solo-passed-technical-review-now-i-need-a-few-real-installs/153503)

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**Author:** [@Ulasarslan](https://community.hubspot.com/u/Ulasarslan)\
**Replies:** 5\
**Last updated:** [July 20, 2026, 8:54pm UTC](https://community.hubspot.com/t/built-a-hubspot-app-solo-passed-technical-review-now-i-need-a-few-real-installs/153503 "2026-07-20T20:54:55Z")

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Hi everyone, I recently finished building Renewal Radar, a HubSpot app that monitors renewal dates across deals, line items …

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## [Allow ‘Group by’ / Column groupings in Customer Success \> Revenue tab (like Deals board view)](https://community.hubspot.com/t/allow-group-by-column-groupings-in-customer-success-revenue-tab-like-deals-board-view/150490)

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**Author:** [@LGeorge25](https://community.hubspot.com/u/LGeorge25)\
**Replies:** 0\
**Last updated:** [June 16, 2026, 5:33pm UTC](https://community.hubspot.com/t/allow-group-by-column-groupings-in-customer-success-revenue-tab-like-deals-board-view/150490 "2026-06-16T17:33:21Z")

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We use the Customer Success workspace, specifically the Revenue tab, to manage deals for our CSM team. On the standard CRM \> Deals board view, we can change the grouping (e.g., via Group board by or Column groupings) so …

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## [Customer Success with HS](https://community.hubspot.com/t/customer-success-with-hs/18206)

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**Author:** [@JWharton](https://community.hubspot.com/u/JWharton)\
**Replies:** 4\
**Last updated:** [March 5, 2026, 6:53am UTC](https://community.hubspot.com/t/customer-success-with-hs/18206 "2026-03-05T06:53:44Z")

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I’ve searched the forums and I can’t find a satisfactory answer to this. Is anyone using HS for customer success (e.g. onboarding, satisfaction surveys, company/industry news and press release monitoring, new opportuniti…

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## [Renewal Process using HubSpot](https://community.hubspot.com/t/renewal-process-using-hubspot/26126)

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**Author:** [@mewing](https://community.hubspot.com/u/mewing)\
**Replies:** 8\
**Last updated:** [March 14, 2024, 2:04pm UTC](https://community.hubspot.com/t/renewal-process-using-hubspot/26126 "2024-03-14T14:04:38Z")

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I’m curious if anyone here has set up (or would like to set up) a renewal processes using HubSpot? I’d love to connect, chat and learn from each other! I helped build HubSpot’s renewal department 5 years ago, responsibl…

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## [Cómo BircleAI y HubSpot revolucionan la gestión de atención al cliente](https://community.hubspot.com/t/como-bircleai-y-hubspot-revolucionan-la-gestion-de-atencion-al-cliente/93677)

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**Author:** [@marcoslozada](https://community.hubspot.com/u/marcoslozada)\
**Replies:** 1\
**Last updated:** [November 9, 2023, 6:22pm UTC](https://community.hubspot.com/t/como-bircleai-y-hubspot-revolucionan-la-gestion-de-atencion-al-cliente/93677 "2023-11-09T18:22:08Z")

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En BircleAI entendemos que la transformación digital es clave para el éxito de cualquier negocio. Nuestro SaaS para la automatización integral de la atención al cliente, cobranzas y ventas no es solo una herramienta más:…

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## [How HubSpot Can Transform Your Business](https://community.hubspot.com/t/how-hubspot-can-transform-your-business/74573)

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**Author:** [@SNigam](https://community.hubspot.com/u/SNigam)\
**Replies:** 0\
**Last updated:** [February 24, 2023, 8:44pm UTC](https://community.hubspot.com/t/how-hubspot-can-transform-your-business/74573 "2023-02-24T20:44:23Z")

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In the constantly evolving digital landscape, it can be challenging for businesses to keep up with the latest marketing, sales, and customer service trends. That’s where HubSpot comes in. This comprehensive platform offe…

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## [Generando experiencias excelentes con Hubspot CS](https://community.hubspot.com/t/generando-experiencias-excelentes-con-hubspot-cs/34764)

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**Author:** [@MDadoo](https://community.hubspot.com/u/MDadoo)\
**Replies:** 2\
**Last updated:** [April 8, 2021, 9:46am UTC](https://community.hubspot.com/t/generando-experiencias-excelentes-con-hubspot-cs/34764 "2021-04-08T09:46:28Z")

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El generar una excelente experiencia a los clientes se convirtió en un factor fundamental para lograr un desarrollo exitoso de la plataforma. Pero nos encontramos con un esquema que no era escalable, funcional sólo hasta…

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## [Customer Success ist wichtiger als jemals zuvor.](https://community.hubspot.com/t/customer-success-ist-wichtiger-als-jemals-zuvor/21056)

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**Author:** [@Laura\_Academy](https://community.hubspot.com/u/Laura_Academy)\
**Replies:** 0\
**Last updated:** [May 21, 2020, 8:13am UTC](https://community.hubspot.com/t/customer-success-ist-wichtiger-als-jemals-zuvor/21056 "2020-05-21T08:13:33Z")

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Hallo zusammen, normalerweise machen sich die Professoren der HubSpot Akademie regelmäßig auf den Weg um Workshops bei den HubSpot User Groups (HUGs) zu geben. Da wir serzeit neue Wege finden müssen, um sicher miteinand…
