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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
Hi there, I should have some better timings on Tuesdays and Wednesdays between 11am and 12pm UK time. Would that work for you. (You should be able...Leia mais
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 Leia mais
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 ...Leia mais
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 Leia mais
Hey @SeanPBurton , We use DocuSign to send contracts within a workflow, which picks up the contact details and then triggers new workflows when...Leia mais
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 Leia mais
Hey @upgiant according to HubSpot's Knowledge Base o n October 15th, 2015 the HubSpot CRM - Google Drive integration was sunsetted. However ...Leia mais
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...Leia mais
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 Leia mais
A DocuSign + HubSpot integration is now live in our marketplace. https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/docusign-2243...Leia mais