Customer Success & Service
Insights for customer success and service teams using HubSpot. Covers ticketing, knowledge bases, feedback and NPS, SLAs, and playbooks so you can scale support and improve retention with Service Hub.
Mastering HubSpot Ticket Workflows: Solving the Customer Reply Re-enrollment Challenge
Struggling with HubSpot workflows not re-enrolling tickets when customers reply? Dive into community insights on automating ticket status from 'Awaiting customer' to 'Waiting on us' and discover current limitations.
HubSpot Duplicate Tickets: Your Guide to Cleaner Data & Happier Customers
Struggling with duplicate ticket IDs in HubSpot? Learn how to identify, report, and prevent them using community-tested strategies, native tools, and advanced solutions for cleaner data and efficient service.
HubSpot Ticket Timers & SLAs Acting Up? A Community Deep Dive
Frustrated with HubSpot's 'Latest time in status' or broken SLA calculations? We dive into a HubSpot Community discussion to explain why these properties might be empty and what to do.
HubSpot Meetings vs. Tasks: The Key to Accurate Sales & Service Reporting for Your Store
Struggling with 'pre-logged' meetings in HubSpot? Learn the critical difference between logging meetings and creating tasks to ensure accurate reporting and a cleaner customer timeline for your storefront.
Solving the 'Required Fields by Team' Dilemma in HubSpot Contact Creation
Struggling with different required fields for each team in HubSpot contact creation? Discover how to use custom record creation forms to streamline data entry and reduce friction.
HubSpot Health Scores: Mastering True Inbound Email Engagement
Learn how to accurately include unsolicited incoming emails in your HubSpot Health Score. Expert tips from the Community on workflows, custom properties, and robust engagement tracking for your HubSpot e-commerce solution.
Streamlining Private HubSpot Knowledge Base Management: Auditing Access Groups
Discover how to manage and audit private Knowledge Base articles by access group in HubSpot. Learn workarounds, community insights, and what to do when HubSpot lacks direct reporting.
Hitting the Wall at 1,000 Tickets? Unpacking HubSpot's Association Limits for E-commerce Support
Discover why your HubSpot customer portal might stop creating tickets after 1,000 associations and what the community suggests. Essential for high-volume e-commerce support.
HubSpot Notification Emails Missing? The Hidden Bounce Mystery Solved!
Troubleshooting HubSpot notification emails that aren't reaching specific users? Learn how a 'hidden' bounce can be the culprit and get actionable steps for better email deliverability, crucial for your HubSpot embedded store.
HubSpot Help Desk Hacks: Stop Duplicate Tickets & Streamline Support for Your Online Store
Tired of duplicate support tickets in HubSpot? Learn how to configure your help desk settings to prevent duplicates and keep your customer service efficient, especially for your online store.
HubSpot Surveys: Seamlessly Auto-Populate Email Fields for Better Data
Struggling to tie HubSpot survey responses to contact profiles? Learn expert tips from the HubSpot Community on how to auto-populate email fields for cleaner data.
Unlock Seamless Customer Service: Connecting Your Team Inbox to HubSpot (And Who Can Do It!)
Learn how to connect your team inbox to HubSpot's conversations for unified customer service. Discover who needs admin permissions and best practices for streamlined communication, especially for e-commerce.