topic Re: Add attachments to Deals object via Zapier in Sales Integrations

Add attachments to Deals object via Zapier

DKretzschmar — Mon, 30 May 2022 11:19:56 GMT

Hi All,

I've been able to successfully create new Contacts, Deals and Companies via Zapier. The current process looks like this:

- User submits a (Gravity Forms) form on my Wordpress website

- Zapier creates a new Contact

- Zapier creates a new Deal

- Zapier creates a new Company

- Zapier creates Associations between the 3 objects

When the user submits a form on my website, they are required to upload 3 documents, usually PDFs.

So far everything is working, except that I'm looking for a way to upload those 3 documents to the Deals -object's Attachment property. NOTE: Zapier is able to retrieve the 3 uploaded documents' URLs as a single string.

Thanks in advance!

Deon

Re: Add attachments to Deals object via Zapier

TitiCuisset — Tue, 31 May 2022 08:07:13 GMT

Hi @DKretzschmar

Thank you for reaching out.

I want to tag some of our experts here - @Mike_Eastwood @MandyDROS @himanshurauthan can you think of anything here regarding @DKretzschmar 's question?

Thank you!

Best

Tiphaine

Re: Add attachments to Deals object via Zapier

Mike_Eastwood — Wed, 01 Jun 2022 05:16:27 GMT

Hi @DKretzschmar

I've coded object attachments in HubSpot, from an external system, and I'd be really suprised if Zapier can handle it (no disrespect to Zapier) there's a lot of moving parts.

Can you use HubSpot's file upload field in your form and embed the form on your website?

-Mike

Re: Add attachments to Deals object via Zapier

himanshurauthan — Wed, 01 Jun 2022 09:45:07 GMT

Hello @DKretzschmar ],

You can upload a File and set its permissions using the CMS Files API. Once you've uploaded the file you will get the response in which there will be an ID. Now using this ID you can process further and, associate the file to your deal (using the File ID returned from the CMS Files API) with the Create Engagement API.

I hope this helps!

Regards,

Re: Add attachments to Deals object via Zapier

DKretzschmar — Wed, 01 Jun 2022 09:48:53 GMT

Hi Mike,

Thanks for the response! That is a solution that we've considered.

I'm not too familiar with Hubspots form builder...Would the form be able to do the other tasks I've mentioned above as well? Like:

• Creating a Contact, Deal and Company from the single form submission

• Creat associations between these 3 objects

Another question regarding the forms, can a single in the form be "shared" among the 3 objects? For example:

• User fills in the "Email address" -field and submits form

• The Contact, Deal and Company objects all have their "Email" property populated by the same field entry above.

Kind regards,

Deon

Re: Add attachments to Deals object via Zapier

ADvoršak — Tue, 23 Aug 2022 18:09:44 GMT

Hey Deon,

I am just planning to create a similar integration between JotForm, Zapier and HubSpot. How is the integration working for you so far, are you satisfied? Any key do's or donts? Have you found a solution for the attachments?

Re: Add attachments to Deals object via Zapier

LBoers — Wed, 21 Sep 2022 22:43:14 GMT

Could you explain this in more detail please? I just started to use Hubspot and this is a crucial feature for our company and I really want to keep using Hubspot as our CRM

Re: Add attachments to Deals object via Zapier

GVasas — Wed, 20 Sep 2023 20:21:43 GMT

I'm hoping for some more details as well. I'm currently trying to upload a PDF quote from a third party software called sumo quote back into my hubspot deal using this method and I'm getting stuck

Re: Add attachments to Deals object via Zapier

MRodrigues8 — Wed, 15 Nov 2023 12:59:10 GMT

"Can you use Hubspot's file upload field in your form and embed the form on your website?"

Hey Mike - I did exactly that - now I'd like to attach those files from my upload field direct to my ticket - is it possible via workflow?

Re: Add attachments to Deals object via Zapier

Mike_Eastwood — Wed, 15 Nov 2023 21:06:04 GMT

Hi @MRodrigues8

From memory you can set the Form to create the Ticket which will automatically add the attachment to the Ticket... did that work?

Mike