HubSpot Ideas

CDan1

Uploading files via internal forms when creating new records

It would be great if HubSpot allows users to upload a file when creating a new record via internal forms. I tried uploading a file through the "Create Deal" form, but even when a custom property with the "file upload" field was added to the form, the field only accepts text input and there is no option to upload files. 

 

At this point in time, the only way to do this is to attach a file to the deal record after it is created. However, this involves a few additional steps and it would be a lot more user-friendly if we could upload files directly to the deal record through the internal "create deal" form. 

0 Upvotes
HubSpot Updates
In Beta
March 25, 2024 08:09 AM

👋Hello! I'm Rachel from the HubSpot Product team. We've delivered improvements to custom file properties in the CRM that are in beta as of today. These improvements will allow you to upload files to custom file properties, enabling use cases such as requiring files to be attached when a deal is created (for example). 

You can opt into the beta under Product Updates - "Improved file property experience in the CRM." Here's a quick demo of the functionality. 

 

Thanks for your input! 

1 Reply
rwebb1
HubSpot Product Team

👋Hello! I'm Rachel from the HubSpot Product team. We've delivered improvements to custom file properties in the CRM that are in beta as of today. These improvements will allow you to upload files to custom file properties, enabling use cases such as requiring files to be attached when a deal is created (for example). 

You can opt into the beta under Product Updates - "Improved file property experience in the CRM." Here's a quick demo of the functionality. 

 

Thanks for your input!