Get started with Service Hub

Get started with your HubSpot Service Hub Starter, Professional, or Enterprise account with these resources.

1.  Set up your HubSpot account

• Browsers supported by HubSpot
• Add and delete users
• Create and edit teams (Service Hub Professional and Enterprise only)

• Change language and region settings

• Connect your inbox to HubSpot

• Get help with HubSpot

2.  Import data into your HubSpot account

• Import contacts, companies, deals, tickets, or products
• Associate records via import
• Assign ownership of records

3.  Get started with HubSpot Service tools

• Understand your service dashboard
• Create tickets
• Use snippets
• Use email templates

• Use the calling tool

• Use meetings

• Use conversations
• Create bots
• Use sequences (Service Hub Professional and Enterprise only)
• Create a new reports dashboard (Service Hub Professional and Enterprise only)
• Customer feedback (Service Hub Professional and Enterprise only)
  • Create and send customer loyalty surveys
  • Create and send customer support surveys
  • Create and send customer experience surveys
• Create knowledge base articles (Service Hub Professional and Enterprise only)
• Add custom ticket pipelines and stages (Service Hub Professional and Enterprise only)
• Use workflows (Service Hub Professional and Enterprise only)

• Use playbooks (Service Hub Enterprise only)

• Create goals (Service Hub Enterprise only)