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SeanPBurton
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Member since ‎Feb 1, 2023
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Sean Burton

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Solved
SeanPBurton on May 09, 2023
Working with Docusign
We currently use DocuSign and are exploring how the integration with Hubspot works. So far the integration seemse problematic. Ideally I want to be able to create a workflow that triggers on a deal status change and automatically filles and sends a read more
Reply Discussion CRM Documents Marketing Sales Workflows
0 upvote
8 Replies
SeanPBurton
Participant
May 11, 2023
Hi @ABokeria thanks for your reply. I have followed the tutorials to set the templates up, but I just cannot get any of the Hubspot fields (those s...read more
Solved
SeanPBurton on May 09, 2023
Working with Docusign
We currently use DocuSign and are exploring how the integration with Hubspot works. So far the integration seemse problematic. Ideally I want to be able to create a workflow that triggers on a deal status change and automatically filles and sends a read more
Reply Discussion CRM Documents Marketing Sales Workflows
0 upvote
8 Replies
SeanPBurton
Participant
May 11, 2023
Hi @ABokeria thanks for your reply. I have followed the tutorials to set the templates up, but I just cannot get any of the Hubspot fields (those s...read more
Solved
SeanPBurton on May 05, 2023
Converting a Country Property to a Continent Property
I have a Deal property called "Country of Residence" which we've loaded with a ISO list fo Countries. Staff than use then when creating a Deal. However we now want to do reporting by Continent (or sometimes even by other regions such as EU, EEA etc) read more
Reply Discussion CRM Deals Enterprise Reports
0 upvote
2 Replies
SeanPBurton
Participant
May 05, 2023
Thank you Karsten, understood. I'll work through that.
Solved
SeanPBurton on May 05, 2023
Converting a Country Property to a Continent Property
I have a Deal property called "Country of Residence" which we've loaded with a ISO list fo Countries. Staff than use then when creating a Deal. However we now want to do reporting by Continent (or sometimes even by other regions such as EU, EEA etc) read more
Reply Discussion CRM Deals Enterprise Reports
0 upvote
2 Replies
SeanPBurton
Participant
May 05, 2023
Thank you Karsten, understood. I'll work through that.
Solved
SeanPBurton on March 28, 2023
Report on Contacts with more than one Deal
I am trying to create a report which visulises or lists contacts with more that one deal associated with them. I can create a simple custom report by choosing contact record id and count of deals, but I cannot then filter on count of deals. Ideally read more
Reply Discussion Contacts Deals Reports
0 upvote
3 Replies
SeanPBurton
Participant
March 28, 2023
Thank you so much - such a simple solution!
Solved
SeanPBurton on March 28, 2023
Report on Contacts with more than one Deal
I am trying to create a report which visulises or lists contacts with more that one deal associated with them. I can create a simple custom report by choosing contact record id and count of deals, but I cannot then filter on count of deals. Ideally read more
Reply Discussion Contacts Deals Reports
0 upvote
3 Replies
SeanPBurton
Participant
March 28, 2023
Thank you so much - such a simple solution!
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