topic Re: How to send out documents for clients in Data Hub

How to send out documents for clients

LSimon38 — Wed, 19 Mar 2025 08:59:10 GMT

Hi all,
Recetly there was a change in hubpsot and it seems that we are no longer able to send out personalized documents automatically.
Previously we had a file property, where the documents were uploaded by the team, and it got attached to the mail in a custom module, but this function does not work anymore due to these security changes
What can be the possible workarounds here to attach these docs automatically?

Re: How to send out documents for clients

FarioConsulting — Wed, 19 Mar 2025 11:28:11 GMT

Hi,

You could create a custom single-line text property to store a link to the file, which can then be used as a personalization token in your email.

Hope this helps!

Cheers,
Harsh
Fario Consulting

Re: How to send out documents for clients

LSimon38 — Wed, 19 Mar 2025 12:10:37 GMT

But then this link should be manually added from the library, right?
What I am looking for is something automated, which eliminates the number of steps in this process

Re: How to send out documents for clients

furqanhamid — Thu, 20 Mar 2025 09:43:45 GMT

You can try using HubSpot's file manager with public links or integrate a third-party document management tool like Dropbox or Google Drive to generate and attach links dynamically. Another option is using HubSpot Workflows with custom-coded actions to attach documents.

Re: How to send out documents for clients

Juanzabala — Sat, 22 Mar 2025 20:04:31 GMT

You can fully automate the process of generating and uploading a PDF to the HubSpot file system and obtain a link. You can then use this link in a single-line text property and add it as a personalization token in your automated emails as the href of your hyperlink to the PDF file.

Depending on your goal, you can achieve this using a Private app, Custom Code Actions and/or Webhooks.

Re: How to send out documents for clients

ChrisEustace — Tue, 20 May 2025 12:07:08 GMT

Box Connector enables fully automated document workflows within HubSpot by:

- Integrating with HubSpot Workflows to automatically share documents based on triggers

- Supporting personalized document generation through Box's template features

- Allowing dynamic link creation that can be stored in HubSpot properties

- Providing secure, trackable links that can be included in automated emails

This eliminates the manual steps in your document sharing process while maintaining security and tracking capabilities. Most importantly, Box Connector works seamlessly with HubSpot's existing automation tools, so you don't need to develop custom code or use webhook workarounds. If you'd like to see how automated document sharing can work, we offer a 7-day free trial: https://boxconnector.sparkgridsoftware.com/trial HubSpot Marketplace: https://ecosystem.hubspot.com/marketplace/apps/box-connector