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HubSpot Service Hub | Internal HubSpot Support Pipeline

Prime Vacations' HubSpot Champions will triage any internal team requests and prioritize completion

The Internal HubSpot Support pipeline is used to track, prioritize, and resolve HubSpot-related requests submitted by internal team members. This includes setup help, imports, bugs, permissions, workflows, reporting, and other operational requests.

Using this pipeline ensures:

  • Requests are not lost in email or not triaged accordingly
  • Clear ownership and status visibility
  • Faster resolution and follow-ups
  • Consistent communication with requesters

I. Pipeline Stages Explained

1. New Request

  • A ticket enters this stage when a support request form is submitted.

  • An automated confirmation email is sent to the requester acknowledging receipt.

  • The support team reviews the request and begins triage.

What the requester should expect:
  • Confirmation that the request was received

  • No immediate action required unless contacted

2. Waiting on Us

  • The request is actively being worked on by the internal support team.

  • This stage indicates ownership is clear and progress is underway.

Automation in play:
  • If no status change occurs after 5 days, the internal team receives a reminder notification to review and move the ticket forward.

3. Waiting on Requester

  • The support team is waiting for additional information, confirmation, files, or feedback from the requester.

Automations in play:
  • When the internal team emails the requester from the ticket, the ticket automatically moves to Waiting on Requester.

  • If no status change occurs after 3 days, the internal team receives a reminder to follow up.

What the requester should do:
  • Reply directly to the email with the requested information.

4. Blocked / Stuck

  • The request cannot move forward due to a dependency or external blocker.

Examples:
  • Waiting on third-party access

  • System limitations

  • Required approvals

This stage helps flag requests that need visibility or escalation.

5. Closed

  • The request has been completed and resolved.

Automation in play:
  • A closure email is sent to the requester confirming the work is complete.

What the requester should expect:
  • No further action needed unless a follow-up is required

  • New requests should be submitted via the form

6. Cancelled

  • The request is no longer needed or was submitted in error.

  • No further work will be completed on the ticket.

II. Automatic Status Updates (Important)

Some ticket statuses update automatically based on email activity:
  • Internal team emails requester → Ticket moves to Waiting on Requester

  • Requester replies to the email → Ticket moves to Waiting on Us

This ensures the ticket status always reflects who is responsible for the next step.