We have our customer service GMAIL connected to our inbox in Hubspot. Often, we get emails with PDF attachments, and our team wants the ability to search for specific things within the attachment. But Hubspot can only search for content in the email, not in the attachment connected to the email. I looked into a way to parse the text from the attachment and add it to a property via a workflow, but I’m not seeing any way in workflows to access inbox or attachments. Any ideas on how we can resolve this?
Hi, @jeremyProA
You aren’t missing a native option. I found several results for 3rd party tools when searching. I also found this in our Marketplace under a search for “text parsing” — Text Parsing for File Uploads. (please note: this is not a direct endorsement nor am I affiliated with the app creator in any way). I see why this would be a useful feature to have in-app.
Best,
Jaycee
Jaycee,
Thanks for the response. I actually just finished testing that “Text Parsing for File Uploads” app, but isn’t able to accomplish what we need. It can’t access Contact associated attachments (where the files are that we need to parse), or access the attachment files in Conversations > Inbox.