KimRogers

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Kimberley Rogers

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KimRogers on March 05, 2025

Chatbot Ai

We are looking to use Close Bot AI and there isn't any native integrations with Hubspot, it looks like you have to use webhooks - we have operations Hub and enterprise level. Has anyone used this with their Hubspot account? Does it work well? read more

Reply Discussion Webhook Actions

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KimRogers

Participant | Platinum Partner

August 17, 2023

Reply to How can I use Custom Format Data to remove non consistent text

Thanks so much @karstenkoehler !

Solved

KimRogers on August 15, 2023

How can I use Custom Format Data to remove non consistent text

Not sure if this is even possible, but I'm trying to use Format Data in workflows to remove text from a Deal property The problem I have is that the text I am trying to remove differs on each deal. For example the deal name is "Joe Blog read more

Reply Discussion Format Data Actions

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KimRogers

Participant | Platinum Partner

June 07, 2023

Reply to find multiple tickets using a workflow

Hi CollenJ In the Overdue Payments pipekine, I referenced the ticket name as our ticket names are updated to the customers name. If the same cont...read more

KimRogers

Participant | Platinum Partner

May 23, 2023

Reply to find multiple tickets using a workflow

Thanks Karsten! I applied your thinking but modified it a bit. I created a new property on the contact to show if they had a 'Dispute R...read more

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KimRogers on May 22, 2023

find multiple tickets using a workflow

Hey I wonder if anyone has a hack for this: In summary, I trying to find a way via a workflow to see if a contact has a ticket in 2 different ticket pipelines. We have pipeline for disputes and one for overdue payments so I want read more

Reply Discussion Enterprise

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