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.
Unpacking HubSpot's Health Score: Why Underlying Changes Matter for Your E-commerce Success
Discover a crucial gap in HubSpot's Customer Health Score reporting and learn why monitoring underlying factors is vital for your e-commerce store's success. Insights from the HubSpot Community.
HubSpot Help Desk Migration: What Happens to Your Standalone Tickets?
Moving to HubSpot Help Desk? Learn the crucial difference between conversation-linked and standalone tickets during migration, based on a HubSpot Community deep dive. Essential for RevOps & e-commerce businesses.
Streamlining Approvals: Your Guide to Manager Workflows in HubSpot Pipelines
Learn how to set up efficient manager approval stages in your HubSpot pipelines using workflows and custom properties, directly from a HubSpot Community discussion. Optimize your RevOps!
Streamlining HubSpot Customer Portals: Unifying Email & In-Portal Support Tickets
Learn how to unify HubSpot customer portal visibility for support tickets, whether from email or direct submissions. Expert tips from the HubSpot Community for RevOps and marketers.
HubSpot Forms & Dynamic Data: Live PO Lookups and Line Item Management
Explore solutions for dynamic PO number lookups and line item display within HubSpot forms. Learn native limits and custom approaches for internal workflows.
HubSpot Certificate Name Wrong? Here’s How to Fix It (Community Insights!)
Is your HubSpot Academy certificate showing the wrong name? We dive into community solutions and expert tips to get your name corrected quickly. Learn how to troubleshoot and ensure your professional identity is accurate.
Cracking the Code: Why RingCentral Calls Go Missing in HubSpot Help Desk
Discover why RingCentral calls sometimes don't appear in HubSpot Help Desk's activity timeline and learn community-tested workarounds and long-term solutions for seamless customer service.
Solving the Mystery: Why HubSpot's Round Robin Ticket Assignment Isn't Always 'Even'
Discover why HubSpot's round robin assignment might seem uneven and how to optimize your ticket distribution workflows for true balance. Expert insights from a HubSpot Community discussion.
HubSpot Data Syncs: Why Your IDs Are Losing Their Leading Zeroes (and How to Fix It)
Trouble syncing IDs with leading zeroes from Airtable to HubSpot? Learn why HubSpot's number fields drop them and the simple fix using a single-line text property for accurate data.
Unlocking Your HubSpot Chat Widget's Style: A Deep Dive into Customization Limits
Explore the native design limitations of the HubSpot Customer Agent chat widget. Learn what you can customize and why more advanced styling is restricted, with insights from the HubSpot Community.
HubSpot Onboarding Workflows: Service Module, Tickets, or Projects? Finding Your Best Fit
Confused about HubSpot's Service Module, Ticketing, and Projects for client onboarding? ESHOPMAN dives into a HubSpot Community discussion to find the best solution for your team.
HubSpot Workflows: How to Avoid Data Overwrites (The Race Condition Explained)
Struggling with HubSpot workflows overwriting contact data? Learn how to fix the 'race condition' in ticket-based automation, using community-backed solutions for cleaner data.