Drag and drop files into HubSpot

HubSpot Ideas
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OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES

Nearly all software platforms nowadays offer ability for users to easily drag and drop files. Instead of having to find, then select the file, then upload the file from the drive (3-4 steps every time). The current method is like driving a vehicle and having to turn the vehicle on with a crank shaft, long outdated.

NEW FEATURE REQUEST - DRAG & DROP FILES/DOCUMENTS INTO HUBSPOT

It makes so much sense and much easier if users could drag and drop files (1 step) into:

a) Deals

b) Notes

c) Files / Documents / Ssale Documents / Playbook / Snippets / Templates

d) Other areas within Hubspot

Benefits are enormous to HubSpot users. Frees up users, sales teams, and agencies to focus on what they do best, rather than wasting valuable time using the old way of uploading documents.

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Upvoting above idea.

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Hey HubSpot, product managers, community moderators, any update here?

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Hi @MMT ! Thanks for posting your idea here, I just came across it while working on a similar question from another customer.

You can drag and drop files to all records, by creating a note and dropping the file into the notes section, and saving the note. The attachment to the note will then be saved on the right and side of the record under all attachments.

The same works for sending emails from contact records

Attaching a Gif below of how this works. Hope that helps!

Note.gif

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In addition, a file management system would be SO good. Like, give us the opportunity to create folders inside the area of the attachments. That would be perfect! Just drag and drop the files into the folder would be so good for the organization.

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give this idea a bump.

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@ElaineSN the notes workaround seems to have been removed. I cannot drag and drop files into notes anymore, or am I doing something wrong?

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+1 for my customer! Current customers can’t

  • drag and drop PDFs in message templates but it is possible when crafting a 1:1 email from the contact record
  • in the documents tool, there isn’t an option to drag and drop PDFs in there too. However, this is possible in the files tool.

It seems that workaround for now is

  • Customer should use files tool (which supports drag and drop) and then insert the file URL in the message template OR
  • Just create a template and go through all the steps of adding the document, and use that template multiple times in different sequences