Bulk Import PDFs

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi Community!

I have a backlog of contract PDFs to upload to our portal and associate with Company records.

Is it possible (either natively or through a marketplace solution) to bulk import PDFs into our portal?

Thanks in advance,

Will

2

Hey @WScrivener! I’m not aware of any native capabilities that’ll allow you to do this; however, you can use a 3rd party tool like MigrateMyCRM (certified by HubSpot) to accomplish this.
This is a bit of a strange use case, so you’d have to work with our team to upload the files into the platform and build the relationships between the files and companies. But it can definitely be done :slightly_smiling_face:

3

Thanks, Noah! I have a call scheduled with someone from your team to explore this as a potential solution.

Will