Hello @MPagani,
To achieve this, consider integrating an email parsing tool into your workflow. This tool can be configured to extract essential information, such as the client’s email address and the attached PDF file. Several third-party tools seamlessly integrate with email clients and offer advanced parsing capabilities.
At this time, it doesn’t appear this is possible with HubSpot’s native tools, but including Zapier,
I was able to find these integrations that offer this functionality:
- https://mailparser.io/integration/email-contacts-to-hubspot
- https://parseur.com/integration/create-contacts-hubspot-crm
Utilize the HubSpot API to establish a connection between the email parsing tool and HubSpot. With the extracted information, you can programmatically associate the email address with the respective company in HubSpot.
To our top experts @Anton @Phil_Vallender @Jigar_Thakker, any recommendations for @MPagani?
Thank you,
Pam