HubSpot Ideas

joverholt

Opt Out Option for email attachments automatically be added to the Attachments section of the record

Our sales team is having difficulty with the feature where when a one-to-one email is sent in HubSpot, any attached files will also automatically be added to the Attachments section of the record.  Resulting in

 

1.) confidential, sensative, or internal client materials becomeing attachements in hubspot

2.) the proliferation of versioned documents appearing as multiple attachements in hubspot

3.) images from email signatures are being tagged as attachments

 

additionaly, when we manualy remove an attachement in hubspot, that document will re-attach the next time the contaning email thread is replied to.

 

Is is possible to have an opt out option for this functionality? Either at the user level, meaning a user can opt to have none of their email attachements pushed to the contact, deal, company in hubspot.  Or at the docuement level, meaning when an attachement is being sent an option will apear asking if the document should be attached within hubspot.

 

Thank you

 

 

HubSpot Updates
Delivered
October 20, 2022 09:53 AM

Hi all, apologies that we missed updating this post! You can disable attachment logging for emails using this setting: https://knowledge.hubspot.com/connected-email/turn-off-one-to-one-email-tracking-or-attachment-logging#turn-off-email-attachment-logging Please file new ideas for any different suggestions from this thread.

25 Replies
FSullivan
Member

love the idea

FSullivan
Member

Thanks for the help

CherylR
Member

Agree with responses requesting the ability to selectively turn on/off attachments vs the blanket setting that was added.

JParker8
Member

Would love to be able to disable signature attachments too... We mostly just use .pdf, .doc, .xlsx, etc., so if we could disable the .png and .jpg files from automically importing that would help. We may still need to save these file types in the future, but if we could choose to import them, that would be ideal. 

dolenzak
Participant

Agree with JParker8:  "Would love to be able to disable signature attachments too... We mostly just use .pdf, .doc, .xlsx, etc., so if we could disable the .png and .jpg files from automically importing that would help. We may still need to save these file types in the future, but if we could choose to import them, that would be ideal. "