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Neal
HubSpot Employee
HubSpot Employee
Member since ‎Aug 8, 2018
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  • solutions
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  • Upvotes Given
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  • Upvotes Received
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Neal Morrin

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mkarsten on July 23, 2019
List Export Settings
We export similar types of data regularly, and removing the default properties HubSpot has set and selecting the same group of properties can be tedious when exporting several lists in a row. It's common that we don't need to export "Companies" prop read more
Reply Idea Lists
62 upvotes
32 Replies
Neal
HubSpot Employee
January 24, 2022
Hey @CAspro - I'm not on our Product team so I don't work on new features, but at the moment I can't see any plans for this internally. Our develop...read more
Solved
GaryTesta on September 03, 2020
Workflow - How to set Deal Owner by Country?
We are using SyncQ to import all of our QuickBooks Online estimates as Deals into HubSpot. So far its work incredibly well (It also imports all of our QBO invoices into the companies we send them to so they show up on their activity timeline!) . read more
Reply Discussion Deals
1 upvote
8 Replies
Neal
HubSpot Employee
September 07, 2020
You can copy/paste the values straight into the if/then branches which should make it a lot quicker! They just need a semi-colon separation like the ...read more
Solved
GaryTesta on September 03, 2020
Workflow - How to set Deal Owner by Country?
We are using SyncQ to import all of our QuickBooks Online estimates as Deals into HubSpot. So far its work incredibly well (It also imports all of our QBO invoices into the companies we send them to so they show up on their activity timeline!) . read more
Reply Discussion Deals
1 upvote
8 Replies
Neal
HubSpot Employee
September 07, 2020
You can copy/paste the values straight into the if/then branches which should make it a lot quicker! They just need a semi-colon separation like the ...read more
Solved
GaryTesta on September 03, 2020
Workflow - How to set Deal Owner by Country?
We are using SyncQ to import all of our QuickBooks Online estimates as Deals into HubSpot. So far its work incredibly well (It also imports all of our QBO invoices into the companies we send them to so they show up on their activity timeline!) . read more
Reply Discussion Deals
1 upvote
8 Replies
Neal
HubSpot Employee
September 07, 2020
You can copy/paste the values straight into the if/then branches which should make it a lot quicker! They just need a semi-colon separation like the ...read more
Solved
GaryTesta on September 03, 2020
Workflow - How to set Deal Owner by Country?
We are using SyncQ to import all of our QuickBooks Online estimates as Deals into HubSpot. So far its work incredibly well (It also imports all of our QBO invoices into the companies we send them to so they show up on their activity timeline!) . read more
Reply Discussion Deals
1 upvote
8 Replies
Neal
HubSpot Employee
September 07, 2020
You can copy/paste the values straight into the if/then branches which should make it a lot quicker! They just need a semi-colon separation like the ...read more
Neal on September 05, 2019
Apply line break formatting in to personalisation tokens in email
With personalisation tokens we can inset text into emails based on the relevant contact, company etc data. However at the moment if you have a multi line text field with line breaks and paragraphs, this formatting will show correctly in HubSpot on read more
Reply Idea Marketing Emails
64 upvotes
32 Replies
Neal
HubSpot Employee
April 09, 2020
Thanks for pointing that out for anyone looking! For the HubSpot users I've seen needing this, having to add the HTML wouldn't really fit because it...read more
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