How can I add an Image field in my leads form

Smart CRM & Sales Hub CRM
1

Hi everyone,

I have a sales team who captures leads in hubspot app directly. One of the most important details for my business is capturing an image of the place my sales team have visited. I want to capture the image directly into the hubspot leads form and view it when needed. I have gone through countless communtiy threads but nothing helped. There is an image field in hubspot but it only takes images when it is submitted from the hubspot website form which is of no use to me.

Can anyone help me with a tip or a workaround for this?

thanks in advance

2

Hi @Fancypants69,

There is currently a beta for letting users upload into fields directly :slightly_smiling_face:

CRM Platform | Companies | Tickets | Deals | Contacts

Improved file property experience in the CRM

Mar 25, 2024

What is it?

Today, you can create a custom file property in the CRM. In forms, visitors can upload files as part of their submission.

Now, you will be able to upload and manage files using a custom file property in the CRM, enabling you to more seamlessly manage files across the CRM platform.

Why does it matter?

These enhancements to custom file properties will improve file management in HubSpot. Some examples of how they can be used:

  • Requiring that a purchase agreement is attached to every new deal created using the Create Deal form
  • Requiring a file property based on the value of another property using Conditional Property Logic
  • Requiring a contract to be uploaded to a file property when Deal Stage = Closed/Won
  • Uploading a CV to a Contact record, and control which users can access that property (‘CV’) using Field-Level Permissions

How does it work?

Object Settings > Properties > Create Property > File

Demo

For previously existing file properties, HubSpot will attempt to resolve existing values on file properties and show them as preview links in the file manager. Unresolved values will be highlighted in red, noting that the value doesn’t appear to reference a file.

Limitations to keep in mind:

Who gets it?

All hubs and tiers

Learn More:

Join the discussion on our Community

Learn more on the Knowledge Base

You can find this public beta here:

699×332 78.2 KB

Best regards!

3

Hi Karsten, thank you for your reply. I have gone through the demo shown in this thread. As I can see after adding the custom file property in the leads form the demo user is shown an “add file” button (screenshot attached). I followed the same demo and created a custom file field as “Site Image” but I can’t see any button to add the files (screenshot attached). Also, how will it work on Hubspot app? Will I have a similar button to add files from the ios application as well?

demo user add file button .jpg
demo user add file button .jpg1885×835 110 KB

site image.jpg

Thanks in advance

4

@Fancypants69 wrote:

I have gone through the demo shown in this thread.

Just to confirm because it isn’t quite clear: Did you join the beta? Without having joined the beta, you will not be able to access the new features.

If you have joined it, make sure to give the new features a few minutes before checking back.

5

Hi Karten, that helped. I hadn’t joined beta but now I have and can see the “add file” button on web. I still can’t see the button on ios application ((screenshot attached). I there anything else I have to do?

site image.jpeg
site image.jpeg739×1600 72.3 KB

You have been of great help.

6

@Fancypants69 not all features are immediately available in the iOS app, some not for a long time. Since this feature is still in beta, the iOS app is probably not supporting this yet.