Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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Create Support Ticket from Customer Portal

Automatically creates a support ticket in HubSpot whenever a customer submits a request or issue through the Customer Portal.
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Notify Team of New Ticket

Sends automatic notifications to your support team whenever a new ticket is created in the portal, ensuring quick response and resolution.
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Update Ticket Status in Real-Time

Syncs real-time updates between HubSpot and the Customer Portal, so both customers and support teams are always aware of the latest ticket status.
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Send Follow-Up Emails after Ticket Resolution

Automatically triggers a follow-up email in HubSpot after a ticket is closed, asking for feedback and ensuring customer satisfaction.
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Trigger Ticket Escalation for Urgent Issues

If a ticket is marked as urgent or high priority, automatically triggers an escalation workflow in HubSpot, alerting the appropriate team member.
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Create Tasks for Unresolved Tickets

Automatically creates tasks in HubSpot for your support team when a customerÂ’s issue is unresolved for a certain period, ensuring timely follow-up.
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Sync Knowledge Base Articles with Customer Portal

Automatically syncs HubSpot knowledge base articles with the Customer Portal, providing customers with helpful resources directly through the portal.
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Send Automated Ticket Acknowledgment

Sends an automated acknowledgment email to customers as soon as they create a ticket in the Customer Portal, confirming their request has been received.
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Generate Custom Reports Based on Portal Interactions

Collects data from customer interactions in the portal and generates detailed reports in HubSpot, providing insights into customer behavior and support performance.
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Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
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    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Customer Portal logo

Customer Portal + HubSpot

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24/7 Self-Service Support

With the Customer Portal integration, your customers can access support tickets, FAQs, and knowledge base articles at any time, reducing response times and improving customer satisfaction.

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Centralized Communication

All customer interactions, including emails, chats, and ticket updates, are consolidated in the portal, providing a streamlined and efficient communication channel between your team and customers.

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Customizable User Access

Customize the level of access and features available to different customers, ensuring they only see relevant information while maintaining a personalized experience.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the Customer Portal integration enhance support?

The integration provides a self-service support option for customers, streamlines ticket management, and enables efficient communication between your team and customers, improving overall customer satisfaction.

Can I customize the features visible to customers in the portal?

Yes, you can customize the portal's interface and access levels, ensuring that customers only see relevant information and support options based on their needs.

Will the integration automatically create tickets in HubSpot?

Yes, any customer support request submitted through the portal automatically generates a ticket in HubSpot, saving time and ensuring no requests are missed.

Can I track the status of tickets in real-time?

Yes, ticket statuses are updated in real-time between HubSpot and the Customer Portal, ensuring both your team and customers are always informed of the latest developments.

Can I automate responses for closed tickets?

Yes, you can set up automatic follow-up emails to be sent to customers once their ticket is resolved, requesting feedback and ensuring satisfaction.

How does the system handle urgent tickets?

Urgent tickets are automatically escalated within HubSpot, triggering notifications and workflows to ensure they receive prompt attention from the right support staff.

How does the Customer Portal improve communication with customers?

The portal centralizes all communication, enabling customers to track their tickets, view updates, and engage with your team efficiently, without needing to email or call repeatedly.

Can I integrate the Customer Portal with my knowledge base?

Yes, HubSpot knowledge base articles can be automatically synced with the portal, providing customers with access to helpful resources related to their issues.

Will portal activity sync with my CRM records?

Yes, all customer interactions in the portal, such as ticket submissions and resolutions, will automatically update their HubSpot contact records, ensuring your CRM has up-to-date information.

Can I generate reports based on customer portal interactions?

Yes, HubSpot can generate detailed reports based on customer portal interactions, offering insights into customer behavior, ticket trends, and overall support performance.
The integration provides a self-service support option for customers, streamlines ticket management, and enables efficient communication between your team and customers, improving overall customer satisfaction.
Yes, you can customize the portal's interface and access levels, ensuring that customers only see relevant information and support options based on their needs.
Yes, any customer support request submitted through the portal automatically generates a ticket in HubSpot, saving time and ensuring no requests are missed.
Yes, ticket statuses are updated in real-time between HubSpot and the Customer Portal, ensuring both your team and customers are always informed of the latest developments.
Yes, you can set up automatic follow-up emails to be sent to customers once their ticket is resolved, requesting feedback and ensuring satisfaction.
Urgent tickets are automatically escalated within HubSpot, triggering notifications and workflows to ensure they receive prompt attention from the right support staff.
The portal centralizes all communication, enabling customers to track their tickets, view updates, and engage with your team efficiently, without needing to email or call repeatedly.
Yes, HubSpot knowledge base articles can be automatically synced with the portal, providing customers with access to helpful resources related to their issues.
Yes, all customer interactions in the portal, such as ticket submissions and resolutions, will automatically update their HubSpot contact records, ensuring your CRM has up-to-date information.
Yes, HubSpot can generate detailed reports based on customer portal interactions, offering insights into customer behavior, ticket trends, and overall support performance.

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