Great minds think alike

It would be helpful to be able to add an attachment from the "Create [Object]" record form. Currently, when creating an object record (i.e. a ticket), users must create the object record, go into the new record, and then attach the file. It would streamline the process and save time to be able to attach the file during the initial record creation step.   I see that there are already enhancements being made to the functionality of attachments (see the thread linked below). Perhaps this could be a part of that.  HubSpot Community - Attachments Section Improvements - HubSpot Community ...read more

I think having the option to auto-sort all media uploads from a form into a folder in the files section would be extremely useful. At the moment when someone uses a form that asks for a media upload, the file sits in the form submission section and is attached to a contact, making it hard to find and sort.  Having the option to send the files to a folder would make this much easier to sort through. For instance, we are asking some of our customers to send in handover pictures of their new cars. If we get hundreds of submissions this means we will have to save each file one by one, when a folder with them in it would save a tonne of time.  ...read more

Please add the option to upload from Sharepoint / OneDrive.     Thanks ...read more

Es wäre toll, wenn man Dateien, die einem Kontakt zugeordnet sind und auch unter "Anhänge" sichtbar sind, direkt an eine Mail anhängen könnte. Bspw. auch per drag&drop.   Es ist nämlich unglaublich umständlich, dafür erst auf den eigenen Server, bzw. die Dokumentenablage zuzugreifen und nochmal hochladen zu müssen.  ...read more

Having folder in documents is great. However, Staff are rarely using them as the folder can quickly be lost amongst all the files not in folders. This leads to staff constantly having to filter or search for their files making folders redundant. I think Either a File/Folder Tree style explorer would be useful or alternatively, having it sort and display folders before showing files. I think this would make them more useful and lead to more staff using them. It also makes it easier to have training based documents for new staff  in HubSpot. Currently I need to tell them the name of each file individually so they can search for it as a folder that could contain all relevant documents is too difficult to find.  ...read more

Hello there! We are a company consiting of many different branches and teams, just like many other companies. One of my daily struggles is cleaning out in the limited 250 videos with advanced features. However, there is little to no way of managing this in a satisfying way. I would love for the following to be possible: Export files from a filtered view Restrict what type of files users can upload (More limitations for videos with advanced features) Allocate a team / business-unit a certain amount of the total limit.  Allow for better tracking, if they are part of a form (which is hosted) it will not show that in file usage.  ...read more

Dear HubSpot Community,   I'm excited to share an idea that promises to enhance our client engagement and streamline our field operations. Direct image upload and categorization within HubSpot could be a game-changer for both our service technicians and sales teams. Here's how: For Service Technicians: A technician encounters an intricate wiring issue. They snap a photo, upload it to the client's profile, and tag it to the issue within HubSpot. When the client calls for support, our team can instantly reference the image, leading to a faster and more accurate diagnosis. For Sales Teams: During a site visit for a potential project, our team captures photos of the space. These images are directly linked to the deal card in HubSpot. The images can be automatically included in email templates or snippets via a personalized property, giving clients a visual understanding of the proposed solutions. Key Benefits: Quick Access: Images saved to specific properties or as a card within the company view for easy retrieval. Enhanced Communication: Support and sales teams can send images directly to clients/leads, improving clarity in discussions. Efficiency: Images can be automatically added to email templates or snippets, saving time and maintaining consistency. This feature would not only save time but also enhance the quality of our client interactions. Imagine the impact on client satisfaction and the efficiency of our operations.   If you're as excited about this idea as I am, please give it an upvote! Let's bring a more visual and intuitive dimension to our HubSpot experience. ...read more

It would be nice if HubSpot allowed for the creation of file folders within the attachments CRM card for organizational purposes. Right now, when attachments are included, they do not retain the original file name, if the file could retain it's name this would at least help somewhat. ...read more

Hi,   To better track the rights and usage of images and files on blogs and other web pages, it would be beneficial for CMSHub to show all the file's identifying metadata under an 'Origin' header within the CMSHub File Manager's File Details section. This feature would assist content creators in maintaining organized resources and help businesses avoid incurring fines and fees from media misuse.   Thanks!       ...read more