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Allow attachments received in emails to log to CRM

When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.

HubSpot updates
111件のコメント
LindaAbraham
常連投稿者

This suggestion had almost 200 votes on the old ideas platform. It's a really important feature and its absence hurts.

CydneyFoote
新メンバー

We really need this feature (which I consider critical) to be linked to gmail.

rothperson
新メンバー

Being able to save e-mails with files attached is an important feature for us. SalesForce has it!! 

novalis
新規投稿者
This feature is very important for us, too!
Jbooth
新メンバー

It should defintiely be an option as "Log to CRM" is an option with every email. 

 

The attachments function wihtin the CRM needs alot of work. To attach multiple files to a record takes far too long, why is there no bulk select?

 

wearecrunch
常連投稿者

HI,

 

When I send or recieve an e-mail, the e-mail correspondance will be placed in my hubspot contact, that is smart.

 

But it would be even smarter if attachements in e-mails would also be placed in the attachments under the contact or company, so you do not need to do it manually every time you send a file.

 

Thank you

Jo1
新メンバー

Absolutely necessary - having to remember to save the email attachments is a bit of a pain. Many thanks

dannyvarley
新規投稿者

Am shocked this feature doesn't exist already - a must - send to the top of the list.

animonkar
新メンバー

Please add this feature!  It will save all HS users the time it takes to upload attachments.

 

Thanks!

ernopyykko
トップ投稿者

This is on my list of questions from the sales team as well. 
Anyone heard anything back on this?

LindaAbraham
常連投稿者

@ernopyykko Just deafening, frustrating silence.

 

dannyvarley
新規投稿者

Why is there no response on this? It was really popular on the old idea platform.


@roarkjanis wrote:

When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.


 

asimut-dennis
新規投稿者

I am honestly also chocked by the absence of this feature! Your servers receive the emails (BCC and Forward) with the attachments, so why exclude the attachments when saving the emails in your system?

Our previous CRM system, Highrise, had this feature of course and I did not expect at all that I had to check that this feature existed in Hubspot CRM as well before we made our choice to switch system...

I really, really hope this feature will be added soon!

Otavio
新規投稿者

I agree that this funcionallity is critical. Hubspot should definitely implement it ASAP and the absence of this affects our whole company directly. 

Stuart1
一般投稿者

Hi There,

 

This really would be helpful and beneficial.

 

Please could it be considered!

2875292
一般投稿者

Absolutely critical time-saver for us. We need Hubspot CRM to automatically add anything we attach to an email going out to a client and load it as an attachment in the client's History. Similarly, anythingwe forward in to Hubspot must take any attachments from the forwardede email and load those straight in too. Otherwise it's doubling the workload - send an email, find a file, load it in....so many reasons why this reduces the likelihood of people actually doing it. PLEASE make this feature a priority!

artemtour
一般投稿者

 we really need this feature back to track attachments sent to leads, also most customers prefer to receive attachments than links.... 

please get it back to work. スマイリー 悲しい

1jb
新メンバー

Yep this gets my vote, or a button to add the docs in an email to the crm

simonlunteds
新規投稿者

I agree with this suggestion - a drag and drop solution would be a good compromise.

 

Also - the option to tick if you want the attachment logged would be good.

 

I assume this hasn't been implemented as a lot of users are using the free version and lots of attachments would significantly increase the storage required on the cloud.  If this is the case then add it to the Pro version.

Thanks

beck12
一般投稿者

Just started using HubSpot.  Couldn't figure out why email attachments weren't showing up in the contact's timeline.  This seriously isn't included in the HubSpot software?  How could this be?  I have to pinpoint emails that originally had attachments and manually upload them to each contact?  That could be a dealbreaker.  This is nuts.  Any update on this?