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Hubspot // Hubspot Customer Portal Setup

The HubSpot Customer Portal for Service Hub is a powerful tool that enables businesses to provide their customers with a self-service platform to access support, track their tickets and manage their portal accounts with ease. With a user-friendly interface and robust features, the Hubspot Customer Portal streamlines customer service, improves customer satisfaction and reduces support costs.

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Product starting at:

$2,750
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Includes:

  • Kick-Off Call
  • Setup Of Customer Portal Subdomain
  • Configuration Of Customer Portal Language Settings
  • Setup Login And Authentication
  • Setup Audience Access: Control Which Contacts Get Access To Your Customer Portal. Creation Of Active List If You Would Like To Only Give Contacts That Meet A Specific Criteria Access
  • Configure Ticket Visibility: Configure Which Tickets Will Be Visible In The Customer Portal. Only Tickets That Match Selected Ticket Property Filters Will Be Shown To Customers Logged Into Customer Portal.

Includes:

  • Configure Ticket Permissions: Choose Whether Your Customers Can Only See Tickets Directly Associated With Them Inside Your Customer Portal, Or Whether They Can View And Reply To Tickets Associated With Their Company.
  • Setup Of Default Inbox And Connection To Customer Portal: Setup Of A Default Inbox For Conversations Created By Contacts In Your Customer Portal. Most Conversations Will Be Routed To An Inbox Based On Chatflow, Form, Or Inbox Settings.
  • Customization Of Ticket Listing Page & Ticket Detail Page. Note: HubSpot Currently Limits The Amount Of Customization That Can Be Done To These Pages. We Will Apply Your Logos, Colors, Fonts, Typography Styles, Button Styles, Etc. To The Pre-Provided Template Layouts.
  • Creation Of A Support Form: Add a Support Form To Your Customer Portal So That When A Visitor Is Logged In, They Can Submit A New Support Request From Their Customer Portal.
  • Project Wrap-Up Session To Introduce You To Your New Customer Portal

Pre-requisities

  • Service Hub Pro or Service Hub Enterprise

Ready to discuss how Campaign Creators can help you meet your marketing and sales goals?

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