CRM

JWalczak
Contributor

Image to appear on deal record

SOLVE

Hi everyone, 

 

When adding an image via attachements on a deal record, which appears in the notes as the image description, is there any way of having the image appear on the page.

 

So when you open the deal record, the image appears directly in the activity feed instead of having to click on the image description for it to open?

 

Thanks 🙂 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Image to appear on deal record

SOLVE

Hi @JWalczak,

 

In that case, you'll have to use the HubSpot CRM development tools: https://developers.hubspot.com/blog/crm-development-tools-for-hubspot-developers-beta

 

The approach here would be to develop a card for the Overview tab that pulls in attached images.

 

I'm not aware of a solution that does not require coding / the help of a developer. The proposed approach above that takes one click might be an acceptable MVP until then?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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5 Replies 5
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Image to appear on deal record

SOLVE

Hi @JWalczak,

 

This might be possible with custom coding, using the new CRM development tools, but it's not out of the box, no.

 

There is a very fast workaround that is potentially also acceptable for you: After uploading the attachment, simply create a note and copy and paste the image into the note. You can then pin the note and it will be at the top of the record always:

 

karstenkoehler_0-1676007648687.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JWalczak
Contributor

Image to appear on deal record

SOLVE

Hi Karsten, Sorry i think you may have misunderstood. I would like to actual graphic to appear . Currently even if you pin it, the image still appears as a small icon with the image name. I would like for the image to appear in full view - the entire image to show. Does that make sense. I want to see the actual image in the note. Not have to click the graphic description for it to enlarge. thanks and look forward to hearing from you . 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Image to appear on deal record

SOLVE

Hi @JWalczak,

 

In that case, you'll have to use the HubSpot CRM development tools: https://developers.hubspot.com/blog/crm-development-tools-for-hubspot-developers-beta

 

The approach here would be to develop a card for the Overview tab that pulls in attached images.

 

I'm not aware of a solution that does not require coding / the help of a developer. The proposed approach above that takes one click might be an acceptable MVP until then?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JWalczak
Contributor

Image to appear on deal record

SOLVE

Great thanks Karsten, I will give this a go! 

0 Upvotes
AMichaels
Participant

Image to appear on deal record

SOLVE

Hello - I have a similar use case, I wondered if you were able to get this to work by grabbing the attachment via UI Extensions?  I've not yet been able to find out how to access attachments uploaded via the UI from the UI Extensions.

0 Upvotes