Add files from Google Drive to a contact

[FGuerin]

Hi, I want to add unique files from a Google Drive folder to my contacts. For example, I have a folder with a spreadsheet for monthly feedback for each of my contacts. I want every of these contacts to have access to its unique spreadsheet file from the Google Drive folder and fill-in the information but I want the file to be associated to each Hubspot profile. Not sure if it's clear but all tips are welcome and I will make my best to clarify! Thanks!

[SauravRoy]

Hi @FGuerin ,

If you're open to using a plugin, you can also consider CloudFiles to automate this entire process via HubSpot Workflows. Here's a quick explainer video - https://youtu.be/6iHol2URG98

You can install the app here - https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/cloudfiles

Thanks,

Saurav Roy

CloudFiles Founding Team

Connect with me on LinkedIn - https://www.linkedin.com/in/saurav-roy

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[DianaGomez]

Thanks for sharing, @SauravRoy 😊

[Jnix284 · Accepted solution]

@FGuerin  my suggestion would be to create a custom property called Monthly Feedback Link and then you would add the unique link for each contact on their corresponding contact record. This would allow you to click to open the link directly from their profile and keep them organized.