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. 

 

 

55 Replies
New Contributor

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.

Occasional Contributor

+1 again. Any movement on this HubSpot?   

 

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

HubSpot Employee

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!

Regular Contributor

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

New Contributor

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

Regular Contributor

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

New Member

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.

Occasional Contributor

@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!! 

New Contributor | Platinum Partner

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.

Regular Contributor

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. 

Regular Contributor

+1 asap

Visitor

This is a mission-critical feature that I need for my sequences. What I need specifically is the ability to add a custom (e-mail specific) image in the first e-mail in the sequence. 

HubSpot Employee

Hello guys, this is possible by pasting an img tag into the editor window. See the GIF file I am attaching.

 

For example, just paste this text into the editor window:

 

<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/e/e0/SNice.svg/1024px-SNice.svg.png" height="100 "width="100">

2018-08-30 bild in sequenz einfuegen.gif

P.S. You might have to click on the image link above, the preview does not seem to work.

Occasional Contributor

+1 this would be really great to have.

Occasional Contributor

Another vote for this feature.  

 

Currently, I have a sequence starting at what I would consider "Email 2" which I have to schedule to follow the initial email.  I'm skipping the attachment I wish I had in the later messages, and instead referencing the separate email I send first.  Time consuming, but this is my work-around if it helps anyone.

Regular Contributor

This would be great if I can add a quote, invoice or any document when personalizing the sequence email.

It's easy...just add the little paperclip in it's normal place 😄

Thanks guys!

New Contributor

@ecohn Exactly +1

 

This is a mission-critical feature that I need for my sequences. What I need specifically is the ability to add a custom (e-mail specific) image in the first e-mail in the sequence. 

New Contributor

Can't seem to delete my comment, only edit.

Mods / Admins - Please delete this comment.

Occasional Contributor

This is a no brainer feature that will have a 10x impact on the campaigns. 
It can be technically done in 2 days. 
But it has been idle. WHY?

Occasional Contributor

Still hoping this gets added.  

 

The Hubspot response from @vbrech  in January does not solve the attachment issue.  Thanks!