1. Yes, us too (20 in the team). Weâll use email for that - not all email personal email accounts are linked to HS in our case.
2. OK, I wasnât sure how you would deal with incoming attachments. I understand how that could be managed for outgoing. That said, the absence of useful permission in the file system may not help on the privacy aspect.
3. Ah, OK. We donât use HS CRM as our primary CRM so donât have that point of view. Even in Salesforce we donât normally have anything client facing that canât be open to the team. If there is, we keep it in email or permission governed shared folder location.
We are using HubSpot as our only CRM. I wouldnât say we have a lot of attachments being sent to clients that are sensitive, but even the occasional one is an issue. And keeping it âin emailâ isnât the solution, it is the problem. The majority of our communication is being sent via Outlook email, but itâs synced to HubSpot (which we want), and now those attachments are being saved to HubSpot with no ability to delete them, with no way to opt-out except for choosing not to save the communication at all.
And at the moment, as far as I can tell, I donât think HubSpot is automatically saving incoming attachments. I hope not because that would be a deal-breaker for us. According to our NDAs, weâd have to reduce the Users on HubSpot to a number so low as to not be a useful tool to us anymore.
Again, I doubt that weâre unique. There has to be other companies out there that donât want attachments automatically uploaded to the cloud.
We had the opposite issue. We need attachments in and out. We raised it as blocker via HS channels and were able to get a beta functionality preview thatâs still a work in progress. So my comments should be viewed from that perspective.
Yes, itâs seems our companies are are quite different. Thatâs exactly why we need a good set of tools to be able to opt-in/ out of this feature. Some companies may want everything saved, some nothing, some maybe only for certain users, and other maybe only certain customers. We need full control to make these decisions as required for each company.
I have also sent the issue to the HubSpot Support team.
I would concur that if an attachment is deleted, it really needs to be deletedâŚpermanently. There are good reasons for deleting it. You can certainly ask âAre you sure you want to delete this fileââŚbut if a user says âyesâ, then the file should be permanently deleted from Hubspot.
This is a feature offered by less expensive CRM systems, and is VITAL in easing the sales to order process. As a company that is currently implementing Hubspotâs Sales Hub, it is the 1 question I am asked and the users are ALWAYS disappointed they have to save, and upload. It needs to flow over when âLog to CRMâ is selected within Outlook 365 as an attachment on that contact record.
While it is a must-have feature, I would hate for signature images/logos from people getting turned into files that are attached to contacts/companies/deals. Hopefully this will get addressed with the Beta
I would like to know what the status of this enhancement is? It says here âbetaâ since August 2017, and I am really missing this feature, which is a base functionality of a CRM from my point of view.
I believe this is fixed now. I just tested sending an email from Outlook with an attachment and I can see that email on my activity feed, with the attachment there and I can click to open the attachment.
It seems to host the attachment on Hubspot as it opens a Hubspot URL with the same structure as what is for Hubspot Files.
However I cant find the attachment in my Files library. Perhaps Outlook attachments are saved somewhere inaccessible via the Files navigation (which I am ok with - it would mean I use Outlook to send confidential attachments that appear in the Contactâs feed but not generally accessible in Files menu. )
If you attach a local file to an email sent from the Hubspot UI it saves the file into your Hubspot Files folder for all to see.
Maybe Hubspot can update the documentation on this finer point?
The attachment issue is not fixed. Not all attachments populated in Outlook are showing in Hubspot. This seems to be random. The full content of email messages is also not shown, so we are currently missing Purchase Orders and also content within the body of emails is not always fully populating. We have an example where every other line of an order is not shown in Hubspot.
We cannot rely on Hubspot Service Hub showing the full information that our customers are sharing with us over email.
There are a huge number of questions and queries regarding Service Hub - which is clearly still in Beta (although our âsuccess managerâ says it isnât?) - as it is not functioning well enough to be relied upon by our customer service team. We are not seeing much Success⌠this attachment issue is a critical one
