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Upload new Document while personalizing Sequence or Template send

My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before sending. 

 

 

HubSpot updates
48 Comentarios
nickallen
Nuevo colaborador

N.b. I just noticed that if you use send the sequence from gmail and add the attachment before setting up the sequence it does send the attachment with the first email...

Helps a bit but seems a bit flaky and wouldn't work for emails after the first one.

CaptainWasHere
Colaborador ocasional

+1 again. Any movement on this HubSpot?   

 

Need to be able to attach documents to a sequence from within HubSpot! 

Empleado de HubSpot
Empleado de HubSpot

Hi @jennbudins - If you have a GIF/Video of this, that would be amazing as we couldn't get your solution to work so maybe we're missing a step?  Thanks!

smarcher18
Colaborador habitual

@BeccaArmistead - do you have any more guidance on this? We would be suuuuper excited about this feature.

vikramsethurama
Nuevo colaborador

@smarcher18 Did you ever hear back or find a potential workaround? I agree that this feature would be huge. Thanks

smarcher18
Colaborador habitual

@vikramsethurama -- no, no luck on this. Would love to see a solution here.

patrickh
Nuevo miembro

Yes this would be a VERY useful feature. Right now I have to choose between using sequences and NOT in order to send an attachment.

 

One workaround would be if I could upload a document within the email interface very easily, then link to it in the sequence. It's just not viable to go to the Documents section for each little quote/audit I might have to work with.

gtanns
Colaborador ocasional

@jennbudins @BeccaArmistead This would be a very useful -- was submitted 18 months ago - Is there hope?
I'm surprised this isn't a feature actually, given that HubSpot is all about customizing automation to be 'personalized automation'.

I tried the gmail copy paste.. copying the image from the message text box in gmail, over into the sequence in the Hubspot CRM , but no luck. 
This would be an AWESOME feature.. Any update on this feature would be fantastic. Thanks!! 

dualmonitor
Nuevo colaborador

We just hit a an unanticipated speed bump with our prospecting when we found out this feature was not currently available. Would be really nice if the dev team could prioritize this addition.

Kimberly
Colaborador habitual

I love this idea! I know that there is the "documents" feature, but it's a bit of a hassle to upload our individual quotes as documents. Would much rather just have the option to attach them.