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Managing HubSpot Tickets within our Customer Portal

This article will explain how to access our HubSpot Portal to efficiently manage HubSpot tickets.

Exploring our Communication Channels and Ticket System

When you sign your first quote with AutomateNow, we make sure to provide you with excellent HubSpot support. Upon joining our services, you will receive a welcome email from us. This email includes details about the various support channels available for your convenience.

 

Accessing HubSpot Tickets in Customer Portal

Example of welcome email to our new customers

 

We understand the importance of seamless communication, which is why we offer email and WhatsApp support. Our goal is to ensure that your entire team receives the necessary support to achieve success with HubSpot. We recognize that different individuals within your team may have different preferences when it comes to communication channels, which is why we offer multiple options.

Regardless of the channel your team chooses to use, whether it be email or WhatsApp, we guarantee that we will track all progress using our HubSpot Ticket system. This allows us to efficiently manage and address any issues or concerns that may arise. With our HubSpot Ticket system, you can rest assured that your team's progress and success using HubSpot will be closely monitored and monitored. Our dedicated support team is always available to assist you, providing timely and helpful responses to any queries or problems you may encounter.

Navigating the HubSpot Ticketing System

When accessing our ticketing system for HubSpot Support, you will first receive a message inviting you to set up an account within our HubSpot Customer portal.

Email to our Clients with access to HubSpot Ticketing systemAutomated email inviting you to our HubSpot Portal

Once you have set up this account, you will gain access to our HubSpot Portal. Within this portal, you will be able to see a variety of information related to your tickets. This includes open HubSpot tickets that you and your entire team have submitted, as well as closed HubSpot tickets. This access allows you to easily keep track of the status and progress of your support requests. By having this visibility, you can stay informed about any ongoing issues or resolutions that may have occurred.

Screenshot 2023-08-19 at 10.12.37

How to view your team's open and closed tickets.

The HubSpot tickets system is designed to streamline the support experience and ensure prompt and efficient resolution of any challenges you may encounter. By utilizing this system, you can easily submit and track your support requests, providing you with peace of mind and confidence in our HubSpot support services. Whether it's troubleshooting a technical issue or seeking assistance with any of our products or features, the ticketing system is an invaluable tool for connecting you with our support team and facilitating effective communication and problem-solving.

Leveraging HubSpot's Historic Support provided by AutomateNow

For all your tickets, you can easily access the historic support that AutomateNow has provided for you. This is extremely beneficial as it allows you to quickly refer back to previous solutions or advice that was given. Additionally, you have the option to submit new tickets and attach any relevant context, including screenshots, so that our support team can respond to your HubSpot queries promptly. This feature enhances the efficiency of the support process and ensures that your issues are addressed in a timely manner. It also ensures that the support team has all the necessary information to understand and troubleshoot your problem effectively. 

However, it is important to note that in order for your team to access the customer portal, you need to reach out to your project manager and request access. By doing so, your team can benefit from the various resources and tools available within the portal, such as accessing historic support, submitting new tickets, and engaging with the support team. This enables seamless collaboration between your team and Hubspot’s support team, facilitating effective communication and problem-solving.