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Outlook Hubspot Sales tool app: Attachments not added when logging email

KimT1
Member

Using Sales tool App in Outlook: When I log a mail in Outlook after it has been received or send: Attachments are not included with the  mail in Hubspot.

 

Answer from Hubspot support: "For now, when the email has been sent, the extension wouldn't support logging the attachments. I'm not aware of any roadmap for this feature."

 

It that really how it works ?  - if attachments are not included when we log a mail from Outlook to Hubspot its not usable.   Thanks

PS: I cannot use BCC forwarding since the decision to log the mail happens later.

PPS: Is this a feature that has been removed recently ? 

0 Upvotes
1 Accepted solution
PamCotton
Solution
HubSpot Alumni
HubSpot Alumni

Hey, @KimT, happy Friday.

 

Yes, that’s correct. HubSpot’s Outlook Sales Tool doesn’t currently support logging attachments when emails are logged after being sent or received. 

 

A workaround is to manually upload important attachments to the contact, company, or deal record in HubSpot.  This knowledge base here explains more. 

 

If this feature is critical for your workflow, I would highly recommend that you please post this idea at our ideas forum (here).

 

I was able to find a similar conversation here

 

 

 

 

 

View solution in original post

0 Upvotes
1 Reply 1
PamCotton
Solution
HubSpot Alumni
HubSpot Alumni

Hey, @KimT, happy Friday.

 

Yes, that’s correct. HubSpot’s Outlook Sales Tool doesn’t currently support logging attachments when emails are logged after being sent or received. 

 

A workaround is to manually upload important attachments to the contact, company, or deal record in HubSpot.  This knowledge base here explains more. 

 

If this feature is critical for your workflow, I would highly recommend that you please post this idea at our ideas forum (here).

 

I was able to find a similar conversation here

 

 

 

 

 

0 Upvotes