The Challenge
Customer experience data lives in dozens of places across HubSpot—support tickets, contact notes, email threads, deal records, and activity timelines. Leadership asks for a picture of where customers are struggling, and the answer requires hours of manual data gathering before anyone can even begin the analysis.
- Cancellation and complaint records are buried across individual contact histories
- No single view connects tickets, communications, and deal outcomes for a complete customer journey
- Building executive-ready CX reports requires exporting, cleaning, and reformatting data manually
- Patterns in customer dissatisfaction emerge too slowly to enable proactive intervention
The Autohive Solution
The HubSpot User Reporting agent surfaces the customer experience signals that matter—tickets, cancellations, complaints, and interaction timelines—and assembles them into clear, shareable reports. No speculation. Just clean data from your CRM, structured for insight.
Customer Journey Aggregation
Pull together support tickets, contact notes, email histories, and deal records for any account or contact. Build a complete picture of a customer’s experience without manually cross-referencing multiple HubSpot objects.
At-Risk Account Identification
Surface accounts with open complaints, recent cancellations, or patterns of dissatisfaction. Identify which customers need urgent attention before they churn—giving your team time to intervene meaningfully.
PDF Report Generation
Generate formatted PDF reports from collected CRM data for easy sharing with leadership and stakeholders. Document customer journeys, support interactions, and experience summaries in a format that’s ready to present—without any manual formatting.
Benefits
- Proactive churn prevention — Spot at-risk accounts and recurring dissatisfaction patterns before customers leave
- Faster executive reporting — Generate leadership-ready CX reports in minutes instead of days
- Compliance and documentation — Maintain auditable records of customer interactions and complaint handling
- Cross-team alignment — Give customer success, support, and leadership a shared, accurate view of customer health
- Strategic decision support — Turn raw CRM data into actionable insights that drive product and service improvements
How It Works
- Define your analysis scope — Ask the agent to surface tickets, complaints, or cancellations for a specific account, time period, or customer segment
- Review aggregated signals — Receive structured data covering the full customer interaction history across tickets, notes, and communications
- Identify patterns — Look for recurring themes, common complaint types, or accounts with multiple negative interactions
- Generate the report — Create a formatted PDF report from the collected data for leadership review or compliance documentation
Getting Started
- Sign up at app.autohive.com
- Connect HubSpot User Reporting from the marketplace
- Configure your HubSpot integration
- Start surfacing customer experience signals and generating reports instantly
Learn more: HubSpot User Reporting on Autohive
