Sales Hub Tools

Dim1
Member

Deal stage file submit and email notification

SOLVE

I was wondering if someone had a workaround to achieve the following:

 

Part of our deal pipeline is a deposit stage. To work past this stage, two files are required

 

HubSpot_Example_01.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

When these files are uploaded and the deal stage is complete, I have a workflow setup to send a notification email to specified staff. 

 

HubSpot_Example_02.png

 

 

 

 

 

 

 

 

The issue is, that instead of sending a link to the file (set to public) it just sends over an ID. 

 

Example of a recieved email:

Dim1_0-1727825945636.png

 

If anyone has an idea of how would I be able to send a perpetual link instead of this ID when creating the notification email, it would be greatly appreciated 🙂 

 

Thanks

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal stage file submit and email notification

SOLVE

Hi @Dim1,

 

This is correct and, it seems, currently expected behavior, see also these two thread:

 

I'd recommend submitting a request in the HubSpot Ideas section if you feel strongly about this: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

 

Since links would be accessible to HubSpot users only anyway, have you considered adding a link the record in HubSpot instead, having people open the record and find the files there, in the left sidebar or the middle section? Notifications accept deep links – this would only require one additional click then to access the files.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal stage file submit and email notification

SOLVE

Hi @Dim1,

 

This is correct and, it seems, currently expected behavior, see also these two thread:

 

I'd recommend submitting a request in the HubSpot Ideas section if you feel strongly about this: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

 

Since links would be accessible to HubSpot users only anyway, have you considered adding a link the record in HubSpot instead, having people open the record and find the files there, in the left sidebar or the middle section? Notifications accept deep links – this would only require one additional click then to access the files.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes