When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
This suggestion had almost 200 votes on the old ideas platform. It’s a really important feature and its absence hurts.
We really need this feature (which I consider critical) to be linked to gmail.
Being able to save e-mails with files attached is an important feature for us. SalesForce has it!!
This feature is very important for us, too!
It should defintiely be an option as “Log to CRM” is an option with every email.
The attachments function wihtin the CRM needs alot of work. To attach multiple files to a record takes far too long, why is there no bulk select?
HI,
When I send or recieve an e-mail, the e-mail correspondance will be placed in my hubspot contact, that is smart.
But it would be even smarter if attachements in e-mails would also be placed in the attachments under the contact or company, so you do not need to do it manually every time you send a file.
Thank you
Absolutely necessary - having to remember to save the email attachments is a bit of a pain. Many thanks
Am shocked this feature doesn’t exist already - a must - send to the top of the list.
Please add this feature! It will save all HS users the time it takes to upload attachments.
Thanks!
This is on my list of questions from the sales team as well.
Anyone heard anything back on this?
@ernopyykko Just deafening, frustrating silence.
Why is there no response on this? It was really popular on the old idea platform.
@roarkjanis wrote:
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
I am honestly also chocked by the absence of this feature! Your servers receive the emails (BCC and Forward) with the attachments, so why exclude the attachments when saving the emails in your system?
Our previous CRM system, Highrise, had this feature of course and I did not expect at all that I had to check that this feature existed in Hubspot CRM as well before we made our choice to switch system…
I really, really hope this feature will be added soon!
I agree that this funcionallity is critical. Hubspot should definitely implement it ASAP and the absence of this affects our whole company directly.
Hi There,
This really would be helpful and beneficial.
Please could it be considered!
Absolutely critical time-saver for us. We need Hubspot CRM to automatically add anything we attach to an email going out to a client and load it as an attachment in the client’s History. Similarly, anythingwe forward in to Hubspot must take any attachments from the forwardede email and load those straight in too. Otherwise it’s doubling the workload - send an email, find a file, load it in…so many reasons why this reduces the likelihood of people actually doing it. PLEASE make this feature a priority!
we really need this feature back to track attachments sent to leads, also most customers prefer to receive attachments than links…
please get it back to work.
Yep this gets my vote, or a button to add the docs in an email to the crm
I agree with this suggestion - a drag and drop solution would be a good compromise.
Also - the option to tick if you want the attachment logged would be good.
I assume this hasn’t been implemented as a lot of users are using the free version and lots of attachments would significantly increase the storage required on the cloud. If this is the case then add it to the Pro version.
Thanks