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.

115 Comentarios
Colaborador habitual

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

Nuevo miembro

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

Nuevo miembro

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

Nuevo colaborador
This feature is very important for us, too!
Nuevo miembro

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?

 

Colaborador habitual

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

Nuevo miembro

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

Nuevo colaborador

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

Nuevo miembro

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

 

Thanks!

Colaborador destacado

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

Colaborador habitual

@ernopyykko Just deafening, frustrating silence.

 

Nuevo colaborador

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.


 

Nuevo colaborador

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!

Nuevo colaborador

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

Colaborador ocasional

Hi There,

 

This really would be helpful and beneficial.

 

Please could it be considered!

Colaborador ocasional

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!

Colaborador habitual

 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. Emoticono triste

Nuevo miembro

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

Nuevo colaborador

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

Colaborador ocasional

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?