Looking to streamline Customer Success in HubSpot?
This video is your complete HubSpot Customer Success Workspace tutorial. Join HubSpot expert Stuart Balcome as he walks you through the newest workspace built specifically for Customer Success teams.
Whether you're managing renewals, tracking customer health scores, or scaling post-sales operations, this demo shows how to run your entire customer lifecycle inside HubSpot — with no third-party tools required.
In this step-by-step walkthrough, you'll learn how to:
✔️ Use the Customer Success Workspace to manage accounts
✔️ Set up renewal pipelines and revenue tracking
✔️ Configure customer health scores for early risk detection
✔️ Customize objects, views, and services for CS
✔️ Align sales, marketing, and customer success in one system
This workspace is a game-changer for SaaS companies, B2B teams, and anyone using HubSpot for Customer Success.
Need help getting it all set up?
Timestamps:
00:00 Introduction to the HubSpot Customer Success Workspace
00:22 Overview of key features
01:47 Deep dive into the Customers tab
02:11 Object customization and service setup
03:03 Managing revenue actions and renewal pipelines
04:30 Configuration and health score setup
06:17 Final thoughts & next steps