Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

HubSpot Ticket Pipelines and SLAs

A separate pipeline for each request type, and response targets that HubSpot tracks and flags before they are missed.

  • phaseImplementation
  • engagementProject
  • productService Hub

The problem this solves

A password reset and a major customer’s complaint sit in one queue with the same statuses. “In progress” covers a request opened a minute ago and one that stalled long ago. The contract promises a response time, and the manager hears about a breach from the customer.

How I work

I start by reviewing the tickets in your portal: which request types come in, which steps they go through and where current statuses don’t match how the team works. I add a separate pipeline where the process differs, for example for support, onboarding and complaints. The request topic goes into a property.

Then I set up SLAs, with first response and resolution targets for each priority and your team’s working hours, so a ticket from Friday evening doesn’t count as a breach. A workflow raises the priority and notifies the owner and manager before the deadline passes. Required fields on stages keep categories filled in. I train the team and the manager in 1.5-2 hour sessions.

What you get

  • Pipeline and status definitions for each request type
  • Ticket pipelines set up in Service Hub
  • SLAs with working hours and priorities
  • Alerts before a deadline is missed
  • Required fields on stages
  • An SLA compliance and ticket age report

What people ask before a quote

One ticket pipeline or several?

A separate pipeline when requests go through different steps. When only the topic differs, a property you filter and report by is enough.

What happens when an SLA deadline is about to pass?

A workflow raises the ticket’s priority and notifies the owner and manager. You set the rules, and I test them on sample tickets before launch.

How long does it take to set up pipelines and SLAs?

It depends on the number of request types, priorities and teams. I’ll give you a timeline after reviewing the tickets in your portal.

Let’s check whether this service fits your situation

After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.

Gracjan Kasprzyk
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