We have a hubspot form from where we collect documents from clients. This documents are then attatched to their records on HubSpot.
We need to upload this documents to Google Drive at a folder with the same name as the record.
I have looked at a solution with Zapier and Integromat/Make, but haven’t been able to figure out the optimal way to do this.
First, because when the files are attatched to a record they become private (correct me if I’m wrong), there is no way to detect them on the contact record with Zapier or Make, so I have to catch the file when is submitted with the form.
With Zapier I have the option to get the public URL of the file, but had troubles creating the Google Drive folder (which might be easy to solve, just bad mapping on my end)
With Make, I couldn’t figure out how to get the public URL, but was able to create the folder on Google Drive with the name submited on the form.
Thing is that whatever I end up using, the folder won’t have the same name as the contact record, because the clients will end up not typing their name on the form exactly as we have it on the hubspot record. We have a lot of clients with similar names, that’s why we need it exactly as the record. Also this solutions might work when client uploads just 1 file, but when multiple files are uploaded at the same time not sure if the Zapier/Make flows would handle all of those or just 1 file.
Appreciate any idea or suggestion that might help me solve this, uploading the file after it was attatched to the record would be ideal because then I could map that record name to the drive folder name.
Thanks.
Moderator Note: this post was reviewed for relevancy and optimized for clarity on 4/13 Thank you for your contributions to the HubSpot Community!
