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When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
This would make life and work so much easier! I'm surprised that that is not possible in Hubspot yet as my former very simple CRM had this already!
Please add this feature! We send attachments all the time to prospects and current customers and in order to see what was sent we have to look through Outlook instead of the CRM.
We definitely need this for our daily processes as well! Prio A feature
We might be able to help with this problem. We have an integration with Hubspot called Threads that automatically syncs your historic and future emails from your email client and logs them in your HubSpot instance. It captures both emails sent by you and also emails sent to you from your contacts. The emails (with attachments) are then stored in the Threads hub. We create a link directly from the captured email in Hubspot so you can quickly access the original email and attachments. If this is of interest feel free to drop me a line at email@example.com
What's the status of this feature? We're finding that HubSpot CRM automatically saves email attachments to the associated CRM companies and contacts. However, it also attaches inline images, like company logos in email signatures. This is burdensome when the CRM record is flooded with unnecessary images.
We'd like to see HubSpot dial back this feature and only save email attachments to the CRM record, not the actual inline images. HubSpot's product team may also want to consider settings to control this feature:
@arickp does this work in your account? I have just tested here and nothing get attached to deal, contact or company. This might mean that the feature is being tested on selected accounts. @mattball?
@JohanB that's correct; we're not rolled this out to all customers yet. It's still in an internal beta so we can make sure that it works well.
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.
Tried the beta form link ( https://goo.gl/forms/pqWkxz0gmeSNcKQs1) but get this:
This form can only be viewed by users in the owner's organization.
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Would love to sign up for the beta, but the form says it can only be accessed by the owner's organization.
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