My sales reps REALLY REALLY NEED this feature. They are on the road all day working from their iPads and iPhones, not the luxury of our office desktops. Having to log in to their PC’s remotely takes them a lot of time and frustrates them. It’s important for Hubspot to remember that a great number of reps are always on the road or traveling, not in a cushy office with access to a desktop.
I have done some looking around and reading and am still unsure if i am able to upload photos or attachments under a Deal or Contact using the HubSpot mobile app. Is this something that can be done?
Hi @InnTechDustin,
It is not possible to upload attachments in the HubSpot mobile app. At this time it is only possible to upload attachments to record within the CRM on desktop.
However, I encourage you to post this as a feature request on the Ideas board of this forum.
Rami
This feature would be nice. So Sales reps can make a picture of hte notes during a meeting and attach them instead of typing everything.
Thank you! However, is there a way to actually open documents on mobile that were uploaded already? I am failing to open the files pr download them on mobile using the app.
If “take photo” can’t be added soon as an option when “attaching” something to a Note in a Client record, can you at least allow the full site to be accessed via a phone? On my iPad, I can log in to hubspot.com if I need to attach a photo so I have that functionality, but when I try to do that on my phone, it doesn’t allow me to log in.
Of course, the preference would be to just add the ‘take photo’ option to the app. It seems like something that would be obvious to have, given the device…?
Thanks!
Piling on here.
We are a fire protection vendor that have reps in the field with no ability to carry around computers, so they use their phones.
It would add a ton of value if we could directly upload a photo into a deal so we can organize our sales, engineering and marketing further.
Thank you for the consideration.
We are commercial & residential storm restoration company, it would be great for us to have the ability while at a client site (deal) to be able to take a pic or two using our phone and have them uploaded from the hubspot app… major big win for us. Please consider this option.
We sell equipment into commercial buildings and our salesman take a ton of pictures on site visits. I would be great to upload pictures and a voice memo to a deal using the app.
From time-to-time we’ve had users request the ability to add attachments to contacts using our Mobile Apps. Is this a feature you’d like? How would you use it? How often would you use it? Let us know and get voting!
Any chance we can add files to a contact using the mobile app? It would come in so handy especially in recruitlment and application process when on the move and no time to open a laptop.
We are tracking this feature in https://community.hubspot.com/t5/HubSpot-Ideas/Add-Attachments-to-Contacts-on-Mobile-Apps/idi-p/11788 so kudos away there!
Yes this feature is a must! Our sales reps need to add attachments to their contacts and deals on the go right from their phone. They collect images of job-sites and electricity bills and need to be able to add these files from the phone app on a daily basis. Please let me know when this feature becomes available. Thanks!
Add attachment to Deals also is important for us that used to work with pipedrive this is somthing that helps us get rid of the use of paper and send quotes, manuals, and much more to our clints.
This would be great. Our sales reps would use this to attach copies of customers energy bills and also pictures of customers roof. We would use this feature many times daily.
Like the others that already said this, this functionality would be amazing for the solar industry.
I’m surprised this feature isn’t already a core feature. We are a new Hubspot cusomer and not having this makes Hubspot a lot less appealing.
I would use it to keep track of my prospects advertisements in other publications to use as reference in my sales process.
Is there any progress on the feature? We have leads filling in paper forms during events and would like to keep a copy online as proof they gave us permission to send them emails, etc. - GDPR.
I take handwritten paper notes and want to attach an image of those notes to the contact record in hubspot mobile.