Any suggestions on storing the resources I have to help Hubspot users? Right now I have them all on our server, but are users have to dig around to find the resources they want. I would like them all to be available within Hubspot itself so they don Leia mais
Hi @KLallemont ,
In HubSpot, there is a knowledge base feature: https://knowledge.hubspot.com/knowledge-base/create-and-customize-knowledge-b...Leia mais
I want to send a Sales Document to captured leads who filled in a HubSpot form and got an automated marketing email following from the associated workflow. Currently, I use a link to the Sales Document in this marketing email. When leads click t Leia mais
Hi @BernardSchut88 ,
For the purpose of sharing a direct link to a file, you can use the file manager: https://knowledge.hubspot.com/files/up...Leia mais
I've got a bone to pick with Documents! Current I can't create a link to share the documents WITHOUT having to add an "Who are you sending this to". I don't want to have to put someone's email in here to get the link. I just want to share t Leia mais
Hi @chrisbrisson This might help. From what I can determine, you dont need to create a URL link to share a document with a specific contatc, s...Leia mais
Hi Community, Is there a way to keep a library of video files in the sales hub, similar to the "documents" feature. We frequently share customer testimonials and would be nice to reference these in reports. I have a sales hub enterprise account. Leia mais
Hi @AprilG ,
One option, available in Marketing, Service and CMS Hub Professional would be actual HubSpot video: https://knowledge.hubspot.co...Leia mais
How can I remove "let's meet" from a shared document? I don't use HS to schedule meetings due to the lack of customization and don't want someone to try to book via the drop down in a shared doc. I've removed my calender and fully disconnected Leia mais
Hi, I have just been wrongly notified by Hubspot that a document has been viewed by a contact. I embedded a document link into my email, then put my email address in to view it as a test. It then noticed me that the contact viewed it, but I Leia mais
Thank you for your post @HannahSarsfield .
When a document is being marked as "viewed" before your email is actually being sent to them, usua...Leia mais
Is there a way to Link a working Excell or Google Doc to the Document folder so that everyone on my team can easily find the document and work on it together without having to download it - save it - then upload it back into Hubspot?
Hi @Gtwhite21 ,
That's unfortunately not possible. HubSpot supports pdf, pptx, csv, docx and xlsx , the upload of cloud files and online coll...Leia mais
My company has 2 brands. When I create a document it shows the default logo of one brand. How can I assign other documents associated with my other brand to show the correct logo? I can't just toggle between default logos, that would not work. A Leia mais
I am sending emails out with a Hubspot Document to schools in a sequence to individuals that I have added to Hubspot. For some of the schools I am getting 100% viewing rate on the document. The seem to all open it shortly after I send it. At firs Leia mais
Good morning @GFarmer3 !
I would say that your suspicion of firewall or other scanners looking at the attachment is correct and causing the v...Leia mais
Hi, We're using hello-sign to collect e-signatures. Currently our sales reps ask the billing details like address to the customer & put that on the quote. However we we're wondering if we can turn that around and put fields on the form to be Leia mais
Hi @FlorianHendrick
You can absolutely create custom contact fields for this informaiton and add them to specific forms and then populate yo...Leia mais
I'm re-uploading a PDF brochure to the Documents section. It looks great in the original (left image) file... it looks great when downloading, but the preview (right image) in HubSpot looks horrible with a white streak on the pricing table. Any Leia mais
Hi! We would like to utilize the quote feature more frequently. However, our product SKUs are based on Sq Ft vs Qty - is there a way to have the quote field Qty autofill from our 'Sq Ft' custom property on the Deal Object? Like others, we are usin Leia mais