We're doing some housekeeping of the ideas forum here and this post popped on my radar. As mentioned above, this functionality is currently supported in the HubSpot CRM. I'm going to move this to the status of "delivered". As always, thank you for your continued input on our product.
This is currently in beta! Once ungated for the new functionality, we will not drop email attachments and images from emails that are logged in the CRM. We are planning to roll this out fairly slowly to make sure everything is performant, so if you would like to be a part of the beta, please fill in this form and I'll ungate you: https://goo.gl/forms/E5ArmzGTA5EGhpXk2.
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.
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!
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!
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.
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?
