Upload Files from Forms and see them as Contact Attachments

Smart CRM & Sales Hub CRM
1

Hi,

Is it possible to upload files through Forms using custom Properties and then see them as Attachments? The first piece is working fine but I cannot figure out how can I see the uploaded file. Ideally, I need to see them as attachments.

Thank you.

2

Hi @MStrong007,

Unfortunately not, file uploads from forms will be stored in the the corresponding contact properties. At this stage, it’s not possible to automatically show these files in the attachments section of the sidebar.

From the HubSpot point of view, these are two separate features, not connected at all.

Other users have already requested a better connection of these two features: File Uploads as Attachments. I’d recommend upvoting and commenting. The product team reviews these requests based on their popularity.

Best regards!

3

Thank you.

Upvoted as suggested.

Not sure why Hubspot treat these as two separate features… I do not see how usefull the File Properties can be. We need them to be attachements!

4

I am curious. When we send a Form to a customer, and customer completes and submits that form, is there a way to have that form attach to the company record as an attachment? If not, why would this not be implemented from in HubSpot? This seems to be very simple logic. I would be curious to understand why this would not be a basic system action.

5

Did you find a feature for this?

6

Empty

7

Definitely throwing my push for this as well. File uploads in forms is absolutely the same as attachments. I’m not sure where you would have a file upload that wouldn’t need to be viewed as an attachment. In our use cases, we’re recieving quotes, resumes, utility bills, design plans, insurance paperwork, etc through these forms. It’s a terrible UI to have to dig through form submissions to retrieve these, download, and then re-upload as attachments.

8

Hi @JakeKnight,

Thank you for your product feedback!

I’d recommend upvoting the idea which @karstenkoehler linked in his reply and commenting on why this feature would be useful in the thread.

Thank you,

Kristen

9

This topic is a little old, but anyway, this use case comes up from time to time so I decided to add my point of view:

With Operations Hub Professional, Custom Code Actions become available.

A way to make form uploaded files available as attachments could be the HubSpot API, firing some API calls via Custom Code Actions.
Step 1. Reading the URL from a File that was submitted via form.

This information is stored in a file property on the contact.

Via the endpoint /crm/v3/objects/contacts/{contactId} you could extract the File URL from the uploaded file.

Step 2. Create a new attachment

Via the endpoint /files/v3/files/import-from-url/async you could upload a file from URL to the File manager using the URL from Step 1
Retrieve the id of the created file to use in the next call.

Step 3. Associate the new file with the contact as attachment

Basically, File Attachments are Notes in HubSpot. So you could use the endpoint /crm/v3/objects/notes to create a new note, associated to the contact. use the ID from step 2.

10

Thank you for posting Oliver. Appreciate the note. I will try this; however, it seems like a long raod to travel for a function that should be a basic function by default.

But again, thank you! We will give this a shot.