Improve attachments files section

HubSpot Ideas
1

My teams required me to have a better user experience with the attachments files section in a deal.

It is completely unefficient, because, as others similar sections in others crms, you should can do the next following actions,

- Drag a document to import and export. For example, someone has sent to me a document in an email, and i want to drag the document directly from the email to the deal’s attachement files section. And viceversa.

- I should could, if i have to send an email directly from hubspot’s page, select a file that i’ve attached before.

- Massive actions. Actually if i need to download all deal’s files. I have to download one to one. And the same to delete.

- Auto import files. Artificial intelligence to know about what documents you shouldn’t import automatically. For example if i send an email with an attachement i’ve uploaded before.

2

Hi Everyone,

I work for a HubSpot Diamond Partner. We have developed an app for the marketplace that aims to solve the issue of bulk deleting attachments. Our app allows users to access a CRM card showing all the attachments associated with an object record and easily delete them in bulk.

We are seeking beta testers who can try our app at no cost, provide valuable feedback, and assist us in enhancing the product’s overall usability.

:backhand_index_pointing_right: Join the Beta Test → Installation link :link:

:backhand_index_pointing_right: How it works document → PDF

While you’re here, don’t forget to check out our other apps in the HubSpot Marketplace for more helpful solutions!

Cheers!