Hello, I have my deals set up and contacts associated with them. I also utilize the attachment function to upload signed contracts. I would like to create a workflow where when a deal is won, I share the update via email with my company and have the attachment uploaded to the email (automatically).
I can use smart links to get everything I am looking for except the attachment; I don’t even see the property to pull in.
Has anyone tried to do something similar?
Hi @NCroft,
Attachments are only meant for internal use and when uploaded, they don’t generate a link for external sharing.
To share such an attachment with a prospect or customer, you would either have to download the attachment and then upload it in the email editor. Or you would have to use the documents feature for this.
In any case, there currently isn’t a feature where attachments can be pulled into emails written from a record directly, unfortunately: Add attachments to emails
Best regards!
Not sure if this has been updated since this post was made, but I did notice an option for a user to share the attachment with an external user for 24 hours. This could be an alternative option insteading of having to download the attachment
Hi @NCroft,
Nice to meet you!
We have an document automation app for HubSpot called Portant. You could automtically start the signed contract request from a previous deal stage and then share it automatically via email when it’s complete. This is because we store the document links on custom fields (which can be used in your automations and emails). You can also design your contract template in Google Docs or Slides. I made a short 60s video about it here:
If that looks helpful, we have some docs to help you get started: HubSpot | Portant Docs but if you need any additional help, please feel to book a call here: Calendly
Cheers,
James - CEO @ Portant
Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…