@hubspot I know the capability to open a ticket and add an attachment as a note is only two clicks away. It would be beneficial to have the ability to add the attachment to the ticket creation form for times when my Sales team that doesn’t have access to the Service pipelines and rarely log in to hubspot would like to use their Hubspot Outlook addin to forward on a purchase order. The current process we have is that they will forward the email on to customer support that has the attachment on it. That causes problems because emails can get associated with the sales rep rather than the customer or there is a lot of email conversation inline on the email chain that the service rep doesn’t need to read. Finally We have automation to move purchase order email attachments moved this way to a file repository. However since the sales rep can’t select which files get forwarded we end up having to clean up a lot of images that people use in their signatures.
It would be a lot easier for everyone if they could use their add-in to add a ticket and drag and drop that file from the email to the property in the ticket creation form.