It would be great to be able to create a MS Word document f.e. as a quote or contract or else directly from a deal. It should be possible to use any connected object, such as company, contacts, tickets, custom object and even all standard and custom Leer más
Hi all We finally created a smart app named ChiliDocs, which is available in the HubSpot marketplace as of now. With ChiliDocs you create Word docu...Leer más
I have recently started a new job and have inherited Hubspot, which I have never used before. Our website has a download button that links to our company brochure and is all set up in Hubspot. I have recently updated the brochure to our latest Leer más
Hi @KLivingstone ,
Where exactly is the existing old brochure PDF published? If you can find it in the file manager, you can upload an updated...Leer más
Hi, I'm really enjoying hubspot and would like to make better use of the documents tool. I plan to upload a 16 page pdf so I can better track customers behaviours as they view the document. T he document is 16mb and uploads really qu Leer más
Hi @KLacey2 ,
Try and get it below 5MB, even better if you can get it below 3MB. Compression tools can work magic and you should be able to re...Leer más
Really unhappy with the DocuSign x Hubspot integration. You cannot connect accounts properly, there are constant errors, other users cannot see contracts that have been signed. When I contacted hubspot I was told they couldn't get hold of DocuSign s Leer más
Hi @MTeshuva , I would love to help out with this, if you're willing to try a different solution? We have an App on the HubSpot Marketplace ...Leer más
I'm using Dropbox sign. How do I find the object and properties that show up in my Activity feed from Dropbox Sign so I can use them in a workflow. For example. Dropbox Sign Document was Viewed. Dropbox Sign All Signers Completed... as a Trigger Leer más
Hi @MLerne , I have taken a look at the Dropbox integration and it doesn't look like you can write any properties back to custom properties on the ...Leer más
We currently use DocuSign and are exploring how the integration with Hubspot works. So far the integration seemse problematic. Ideally I want to be able to create a workflow that triggers on a deal status change and automatically filles and sends a Leer más
Hey @SeanPBurton , We use DocuSign to send contracts within a workflow, which picks up the contact details and then triggers new workflows when...Leer más
I'm looking to attach a Google Doc via the attachments http://prntscr.com/ecohlm It's not a Word file, PDF, txt or anything like that - it's a Google Doc How do I go about associating a contact record with a Google Doc? I don't want to use Leer más
Hey @upgiant according to HubSpot's Knowledge Base o n October 15th, 2015 the HubSpot CRM - Google Drive integration was sunsetted. However ...Leer más
Hi @upgiant , welcome to the community. Connecting your inbox to HubSpot Sales won't import all of your documents, this is a seperate feature. You'l...Leer más
We use the intergration between Hubspot and PandaDOC. We generally open up the panda doc through the deal in Hubspot. If we have gone straight to Panda Doc instead of accessing Panda Doc thru Hubspot can you go back and allowcate that document to th Leer más
A DocuSign + HubSpot integration is now live in our marketplace. https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/docusign-2243...Leer más