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KimM
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Member since ‎Mar 26, 2018
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Kim Meier

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KimM on October 16, 2023
Trigger Chatbot from Custom Behavioural Event
Currently, the trigger options available for chatbots are very limited and exclusively based on URLs or URL parameters. I'd like the functionality to trigger based on custom behavioural events, or even at a minimum to use regex for the URL targe read more
Reply Idea Conversations Live Chat & Bots
1 upvote
0 Reply
Solved
KSimmons on September 08, 2023
Finding the next meeting
Is there a good way to search or retrieve the start time of the NEXT meeting for a company or contact? I need the start time (date plus time in a string or text field) to include in emails and documents. Seems like there are two ways to a read more
Reply Discussion Professional
0 upvote
4 Replies
KimM
Top Contributor
September 14, 2023
Great to hear @KSimmons . Happy to help.
Solved
KSimmons on September 08, 2023
Finding the next meeting
Is there a good way to search or retrieve the start time of the NEXT meeting for a company or contact? I need the start time (date plus time in a string or text field) to include in emails and documents. Seems like there are two ways to a read more
Reply Discussion Professional
0 upvote
4 Replies
KimM
Top Contributor
September 14, 2023
Great to hear @KSimmons . Happy to help.
LWu8 on June 15, 2023
Forecast: One off vs recurring revenue
Hi team, my revenue can be broken down into one off vs recurring revenue. I would like to break that down and assign different probabilities to both and then also forecast both seperately. How can I set this up? Thank you
Reply Discussion Programmable Automation
0 upvote
4 Replies
KimM
Top Contributor
June 30, 2023
Hi @LWu8 , I would probably tend to agree with @ArdenM here. The hubspot reporting for forecasting is centred around pipeline stage probabili...read more
Solved
RReiffer on June 20, 2023
Issue with my code not writing data back to a Deal with the updated value
All, I am trying to do the following in Deals. If the amount is null or = 0 then replace the amount with the Total Contract Value (hs_tcv). My flow appears to do everything, no errors but the amount field stays blank. Below is the code and a sc read more
Reply Discussion Deals
0 upvote
8 Replies
KimM
Top Contributor
June 30, 2023
Hey @RReiffer , Glad to see you found a solution to this. I did notice that in your initial post you've used what looks like your access token....read more
Solved
SConnor on June 26, 2023
RevOps Initiatives Management Custom Object
I've seen severla examples of folks using custom objects and pipelines to manage customer projects, and am looking at using the same concept to build out a RevOps Initiatives Management object. I started building out a prototype and wanted to see if read more
Reply Discussion RevOps
1 upvote
3 Replies
KimM
Top Contributor
June 30, 2023
Hi @SConnor , This all sounds very much possible and easy enough to do with custom objects & pipelines. Although it might be helpful to und...read more
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