Outlook Sales Extension

GarthMJ
参加者

How to attached a non-word, ppt, etc. file?

解決

I find it extremely odd that you can’t attached type of file when it be PNG, txt, lic, etc. files, am I missing the obvious?

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roisinkirby
解決策
HubSpot製品開発チーム
HubSpot製品開発チーム

How to attached a non-word, ppt, etc. file?

解決

Hey @GarthMJ thanks for posting!

 

I can confirm that @Anonymous is correct in this case. The HubSpot Knowledge Base confirms in this article: What types of files can be uploaded to HubSpot Documents? that the files listed above by @Anonymous can be uploaded as trackable documents in the HubSpot CRM. 

 

This is not a bug but a feature limitation. I would reccommend posting to the Ideas Exchange to get a sense of demand from other customers who have the same request. 

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Anonymous
適用対象外

How to attached a non-word, ppt, etc. file?

解決

Hey @GarthMJ

 

The following files can be uploaded as trackable documents in the HubSpot CRM:

  • PDF (.pdf)
  • Powerpoint (.pptx)
  • Comma separated values (.csv)
  • Word Document (.docx)
  • Excel (.xlsx)

Could you provide some more detail on your use case here, what file types do you use/priortise in your business and why?

GarthMJ
参加者

How to attached a non-word, ppt, etc. file?

解決

That is easy, the use case is; I want to attach the trial license key file to an email template, However all attachment in the template must be in formats you listed. This clearly doesn’t make sense to make a license key a doc, now does it. But I do what to know if they copy the file to their workstation.

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Anonymous
適用対象外

How to attached a non-word, ppt, etc. file?

解決

This is probably worth posting to the HubSpot Ideas Exchange as a feature request. If the idea receieves enough votes from other users, the HubSpot product team will get a sense of demand for this feature.

 

To my knowledge the answer to your second question is no. Of course your files are hosted with HubSpot / on their servers, but they are not used by HubSpot. You might want to check out HubSpot's Terms of Service for clarification. 

GarthMJ
参加者

How to attached a non-word, ppt, etc. file?

解決

Thanks but IMO this is a bug.

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roisinkirby
解決策
HubSpot製品開発チーム
HubSpot製品開発チーム

How to attached a non-word, ppt, etc. file?

解決

Hey @GarthMJ thanks for posting!

 

I can confirm that @Anonymous is correct in this case. The HubSpot Knowledge Base confirms in this article: What types of files can be uploaded to HubSpot Documents? that the files listed above by @Anonymous can be uploaded as trackable documents in the HubSpot CRM. 

 

This is not a bug but a feature limitation. I would reccommend posting to the Ideas Exchange to get a sense of demand from other customers who have the same request. 

GarthMJ
参加者

How to attached a non-word, ppt, etc. file?

解決

I think you missed my point, any file type should be allow to be upload. Otherwise this feature don't work 100%.

 

Sure it might be designed that way but IMO that is still a bug, there should be no restriction on file types. By having a restriction on file types it mean that I (and others) MUST have two different soltuions in order to support our clients. If this is the case then why use HubSpot feature at all, since it mean extra work for me.

 

You can close this post by say "it is by design", it just means that I will not use this feature as it is not useful to me.

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roisinkirby
HubSpot製品開発チーム
HubSpot製品開発チーム

How to attached a non-word, ppt, etc. file?

解決

Hey @GarthMJ as you described, this working as designed currently. I will of course pass this a long, and research support/community correspondance to see if any other HubSpot users have the same feedback. Thank you for your posts. 

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GarthMJ
参加者

How to attached a non-word, ppt, etc. file?

解決

BTW, I should also say, it limits the ability to use the email templates/sequences too.

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