Link Attachments/Files Automatically

Many CRM platforms, Insightly for instance, links attachments/files sent in an email to a contact/company automatically in their record/profile.

 

Would  love HubSpot to do this.

HubSpot updates
3 Replies
Doc-Bernco Occasional Contributor | Gold Partner | Certified Trainer
Occasional Contributor | Gold Partner | Certified Trainer

Yes. Ran into this the other day myself. Would be great. 

You can, however, send an email with an attachment from within the HubSpot CRM.

LindaAbraham
Regular Contributor

 @mbenghiat  @Doc-Bernco Yes. I couldn't agree more.

 

This idea has been suggested and has more upvotes at https://community.hubspot.com/t5/HubSpot-Ideas/Allow-attachments-in-emails-to-log-to-CRM/idi-p/11433 . If you could vote it up there, maybe Hubspot will do it.

 

 

Jo1
New Member

Having to remember to save an attachment from an Outlook email is frankly a bit of a pain. If Hubspot could make this automatic, that would be fantastic.