[Search] automated file upload

Hey guys,

i want to automate my workflow and want to upload files from a specific folder automaticly to hubspot, with the same folder-structure.

Any idea if its possible?
Thanks alot! :slightly_smiling_face:

Hi @Ahndreas,

What exactly would you like to use these files for? Are you referring to the file manager or sales documents? Where is the folder hosted at the moment?

Best regards!

Hey Karsten,

my team need these files, so i want to upload them to the file manager. At this point i upload them manually.

The folder always have the same structure, but different files. :grinning_face_with_smiling_eyes:

Hi @Ahndreas

If the folder is external to Hubspot, you should be able to set this up using Make/Integromat.

Best,

Amit

thanks, will take a look!

You will find these actions in Make/Integromat.


amitsarda_0-1670920634863.png

Thanks. But is there a way to create a workflow from local to hubspot?

Don’t think so. At best you can trigger a webhook which can then handle the rest of the automation in Make/Integromat.

Hi @amitsarda,

Instead of just linking to Make/Integromat, could you outline the exact steps to set this up?

Best regards

Hi @karstenkoehler,

I don’t know what the exact trigger is for this use case. Based on the information shared, I can only talk about the actions available at our disposal in Make. So I have provided as much information as possible.

In contrast, I added a detailed flow for another question in another community where more information was available. Here’s a screenshot of my answer just from a couple of minutes ago.

Hello Amitsarda!
What folder ID should I put in this field?

I put the deal ID and this error occurred.

Hi @Ahndreas ,

There’s an alternative that can help you escape all the manual work altogether. You can access external drives directly from within HubSpot using the 2-way mirror sync by CloudFiles.

Here’s more info - Mirror drive with CloudFiles

Got questions?

Book a meeting on my calendar

Cheers,

Saurav

Hi @SauravRoy, hope you are doing well!

¡Thanks for sharing!

Best,

Diana