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.
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.
@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.
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.
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