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
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A ticket enters this stage when a support request form is submitted.
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An automated confirmation email is sent to the requester acknowledging receipt.
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The support team reviews the request and begins triage.
What the requester should expect:
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Confirmation that the request was received
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No immediate action required unless contacted
2. Waiting on Us
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The request is actively being worked on by the internal support team.
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This stage indicates ownership is clear and progress is underway.
Automation in play:
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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
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The support team is waiting for additional information, confirmation, files, or feedback from the requester.
Automations in play:
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When the internal team emails the requester from the ticket, the ticket automatically moves to Waiting on Requester.
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If no status change occurs after 3 days, the internal team receives a reminder to follow up.
What the requester should do:
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Reply directly to the email with the requested information.
4. Blocked / Stuck
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The request cannot move forward due to a dependency or external blocker.
Examples:
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Waiting on third-party access
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System limitations
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Required approvals
This stage helps flag requests that need visibility or escalation.
5. Closed
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The request has been completed and resolved.
Automation in play:
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A closure email is sent to the requester confirming the work is complete.
What the requester should expect:
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No further action needed unless a follow-up is required
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New requests should be submitted via the form
6. Cancelled
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The request is no longer needed or was submitted in error.
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No further work will be completed on the ticket.
II. Automatic Status Updates (Important)
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Internal team emails requester → Ticket moves to Waiting on Requester
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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.