We have been using Hubspot to hold all customer information/documents but realised that it isn’t possible to add an attachment that has been saved against a contact, into a direct email to the same contact. Instead, we are having to open Dropbox to insert an attachment to the email, when the document is already in Hubspot.
Would be great if we could choose the attachment from the contact page to attach to an email to that customer.
Definitely this has just been raised by my service team, they quite often need to add an attachment that is sat against the contact or the ticket and they can’t do it unless they download it first which is time-consuming!
Yes, this is an issue that we often face he issued that when a client wants a document emailed to them we have to download it and re-upload which creates a duplicate attachment.
We have the same issue over at our company! It would be much better if we could simply send the attachment in the contact record.