Moving Attachments from Gmail to Hubspot in Browser
Hi folks,
One main this I use HubSpot for is keeping track of email attachments with clients, associated with specific Deals and sometimes Companies or Contacts.
Using the HubSpot Gmail extension, I would like to move attachments from emails directly to Hubspot within my browser. Currently, I am downloading the attachments onto my hard drive, and reuploading them to HubSpot. I imagine this is an extra step and there is a way to do it within my browser using the extension.
If anyone has a solution to this, please guide me through it! Thank you
Moving Attachments from Gmail to Hubspot in Browser
@HRolnick The email integration with Hubspot will pick up any attachments that you have in an email thread with a user in your CRM.
I would check to see if your log email attachments feature is disabled. you can verify by going to Settings>Objects>Activities>Email Logging>Allow all users to log email attachments
Moving Attachments from Gmail to Hubspot in Browser
I actually don't want every attachment to log, just specific ones that I select. Ideally, I would be able to move a specific attachment to a specific deal/contact/company in the form of a note with an attachment, all withing the extension. Is this possible? Or is it possible to add individual attachments to Hubspot manually from the extension at all? Thanks