HubSpot Service Setup

GET STARTED WITH

HUBSPOT SERVICE HUB

LAUNCH YOUR HUBSPOT CUSTOMER SUPPORT PLATFORM
1
BUILD YOUR TICKET PIPELINES AND PROCESSES
2
IMPLEMENT OMNI CHANNEL SUPPORT TOOLS
3
SCALE YOUR SERVICE TEAM WITH AUTOMATION
4
REPORT ON KEY CUSTOMER SUPPORT METRICS
YOUR TICKET TO

CLIENT DELIGHT

IMPORT TICKETS

Migrate your existing service tickets into your HubSpot CRM to make the transition onto HubSpot Service Hub as seamless as possible.

TICKET PIPELINES

Reduce friction in your customer service processes with customized ticket pipelines that keep your reps organized and your clients happy.

TICKET ROUTING

Automate your ticket routing by setting routing rules that assign incoming tickets to the appropriate people on your team.

TICKET STATUS

Never wonder where a ticket is in your support pipeline again with customized ticket statuses.

OMNI CHANNEL SUPPORT TOOLS

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LIVE CHAT & CHATBOTS

Engage with your website visitors in real time through live chat. Plus, use conversational chatbots to answer commonly asked questions or route inquiries to a live person for help.

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TEAM EMAIL

Use your team-wide email to automatically turn incoming inquiries into tickets, route conversations to your team, and keep your queue moving forward.

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MEETING SCHEDULING

Use HubSpot Meetings to simplify meeting scheduling with your prospects, leads, and customers.

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CALLING

Some issues are easier to resolve over the phone. Use HubSpot’s Calling tool to eliminate the frustrating back-and-forth experience for your customers’ more complex problems.

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1:1 VIDEO CREATION & HOSTING

Record and send 1:1 video screen shares to specific tickets in order to provide clear, rewatchable answers to questions.

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MESSENGER INTEGRATION

Manage your Facebook messenger conversations from within the HubSpot platform to keep all of your service interactions in a single place.

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SERVICE AUTOMATION

TICKET STATUS & ACTIONS

Virtually eliminate human error from your customer service processes by automatically updating tickets, escalating tickets, sending follow up emails, and assigning tasks.

EMAIL SCHEDULING

Schedule one-to-one emails from right within your email inbox to send at a later date.

TICKET ESCALATION

Automatically score and escalate tickets to ensure the most pressing problems are resolved first.

TASK AUTOMATION

Don’t rely on memory to follow up on tickets. Task automation tools will assign tasks to reps and send reminder notifications to ensure nothing falls through the cracks.

EMAIL SEQUENCES

Eliminate the need for writing and rewriting redundant emails with automated sequences.

STANDARD CONTACT SCORING

Prioritize your contacts based on a variety of factors in order to streamline your customer service applications.

CUSTOMER SUPPORT REPORTS

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TICKETS CLOSED

Monitor the overall number of tickets closed or segment tickets closed by channel, original source, individual service rep, and more.

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REP PRODUCTIVITY

Track rep productivity with insights into individual rep performance including calls, emails, conversations, tickets closed, and other key metrics.

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SURVEY & NPS

Collect feedback from your customers so you can identify opportunities for improvement that will allow you to keep your customers happier and longer.

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CUSTOMIZED DASHBOARDS

Identify the metrics that are most important to your business and view them at a glance with customized reports and dashboards.

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SERVICE HUB
SET UP & IMPLEMENTATION

Users
  • Teams
  • Hierarchical teams
  • Single sign-on
  • User roles
TICKETING
  • Import tickets
  • Multiple ticket pipelines
  • Ticket status
  • Ticket routing
  • Task automation
Conversations
  • Live Chat
  • Conversations Inbox
  • Conversational bots
  • Team email
  • Canned snippets
  • Conversation routing
Email
  • Email templates
  • Email tracking & notifications
  • Email sequences
  • Sequence queues
  • Email scheduling
Tools
  • Documents
  • Meeting scheduling
  • Calling
  • Knowledgebase
  • 1:1 video creation & hosting
  • Customer service automation
  • Multiple currencies
  • Playbooks
Integrations
  • Messenger integration
  • Salesforce integration
  • Slack integration
  • Events API
Reports
  • Tickets closed reports
  • Rep productivity reports
  • Time-to-close reports
  • Reporting dashboards
  • Insights dashboard
  • Custom reporting
  • Standard contact scoring
  • Calculated properties
  • Record customization
  • Goals
Surveys
  • NPS surveys
  • Customer experience surveys
  • Customer support surveys
  • Customer feedback
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