I wish there was a way to upload the documents downloaded to the Hubspot website to an email when using the mobile app.
Example. When my team visits a potential client in the field, they often send a follow-up email from their phone while on the way to the next appointment. We must leverage HubSpot to ensure this is as easy as possible. Having the price list, for example, as a 3-click document upload process via the mobile app similar to a “Template or Snippet” would be a great feature to add.
Thanks!
Hi all - this functionality is native in Box.com and we have built an integration between HubSpot that allows you to access statistics on downloads and set security controls on viewing and downloading
You can find the integration here.
Thanks!
Chris