Sep 17, 2021 7:15 AM
We have a multitude of programs to manage our contacts and their companies and deals and everything.
To make this work, we have a custom synchronizing tool that copies the data back and forth.
Now we want to create a PDF externally and send it using HubSpot. The file itself is deal-scoped.
So our requirements are:
My developer account can not link Google Mail, so I can't test this quickly, but from I was told our options are:
Is there any other option? Or something I'm missing?
Thanks for your help!
Sep 17, 2021 3:29 PM
Hi @SSchulz !
Right now, HubSpot only allows attachments for one-to-one sales emails, so you only have two alternatives.
1. You can include a link to a file in the e-mail, the requirement to make these files private make this quite hard, but you could try this with a signed url (haven't used this myself tho). You can read a bit more here about file URL's.
2. Store the files somewhere outside HubSpot and use the SMTP API to send an e-mail through HubSpot, which allows you to add an attachment to an e-mail. Downside is that you need the transactional email addon and that the e-mail can not be managed in HubSpot (you could create it and copy the HTML tho).
I think you should be able to add a file to a deal with the API if I read the docs correctly. In the Files API docs, they mention the Engagement API, but if I click on the relevant endpoint, it seems deprecated. So we might need some input from someone managing this API.