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Customer Service - Everything you need to know

In this series of short videos, you will learn how to manage Customer Support using HubSpot.

  1. Introduction to HubSpot
  2. HubSpot Login and Profile Setup
  3. What is a Ticket Pipeline and How is Structured
  4. Accessing the Help Desk and Setting up a Custom View
  5. Analyzing and Testing the Customer Service Form
  6. Analyzing and Replying to a Ticket

Before replying to a ticket, make sure to update the sender address, this crucial step will automatically update the Team signature.
This step must be done once for every new ticket you receive.

👀 Please follow these two simple steps:

1) Click the three dots next to the customer’s name. 


image-png-1

2) Click the arrow and select your country-specific email address.

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HubSpot is already working on this fix, so you won’t have to update the sender manually in the future.

How to Edit the Subject Line of Your Email Response to the Customer:

1) Click the three dots next to the customer’s name. 

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2) Replace the text in the "Subjct" field.

Screenshot 2025-06-11 at 09.33.57

 

7. Requesting for 2° Level Support (EU Shop only)
 8. Closing a Ticket
 9. Previewing the automated E-mails after the Form Submission
10. Technical Support?  

Technical Support Request Form

Please use the form at the end of the article to report any technical issues or request assistance. Provide as much detail as possible to help us resolve your issue quickly and efficiently.

🔧 What can you use this form for:

  • Reporting bugs or system errors

  • Requesting technical help or troubleshooting

  • Notifying us of login or access issues

📄 What to include:

  • A clear description of the problem

  • Any relevant screenshots or error messages

SUBMIT A TECHNICAL SUPPORT REQUEST

We’ll get back to you as soon as possible. Thank you for helping us keep everything running smoothly!