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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Member
March 25, 2024 12:05
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
Solved
TuckKhai on March 22, 2024
Email Attachment Logging features logs all attachments from logged emails including logo's, images, etc. Is there a way to filter the attachment based on the inbound/outboound from HubSpot, File Type, File Size and Date? The number of attach read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 22, 2024 02:41
Hi @TuckKhai , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...read more
Solved
Arnunes on February 27, 2024
Hey, I need to attach specific labels within the attachments of each existing deal to identify which document that attachment corresponds to. This will later be utilized with an api to integrate an internal system. Does anyone have any idea read more
Accepted Solution
Recognized Expert | Platinum Partner
February 27, 2024 15:10
Hi @Arnunes , At this time labels are only available for contacts, companies, deals, tickets, and custom objects. They aren't available at the...read more
Solved
RClerico on February 16, 2024
Reading the different comments throughout the community, I don't need to harp or belabor the significance of the attachments management crisis in HubSpot. However, I am guessing that people HAVE found workarounds to this, yes? What are they? The read more
2 upvotes
10 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
March 22, 2024 18:04
@MNudo if you want to separate attachments, with Enterprise you could create a custom object for "license agreements" and then add the attachment a...read more
Solved
JWoodman on October 12, 2023
We've created a really detailed guide on "how to win business" and are looking for a way where we can let the reader view or download just the first 4-5 pages for "free" before filling out their details to get the rest of the document emailed to the read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 12, 2023 04:33
Hi @JWoodman , There are various ways of going about this, I'll share the one that is most straight forward and proven to work well. Let...read more
StephanieYoung on February 08, 2023
We use Hubspot primarily as a way to market to our prospective candidates - they are saved as Contacts and the branches and companies they work for are saved as Companies (parent and child). I'm looking for best practices around tracking job hist read more
Participant
February 09, 2023 09:30
Unfortunately, I have pinned notes on many of my contacts, already - usually when there's a specific reason we are or are not pursuing someone. And ...read more
Solved
CGoodwinOlsen on November 04, 2022
💡 Looking for guidance regarding a form we aim to implement in HubSpot, to replace a 3rd party data collection tool we are using to map customer and user details. Background : we are a B2B SaaS company, and in our onboarding process (docum read more
Accepted Solution
Top Contributor | Gold Partner
November 08, 2022 16:02
@CGoodwinOlsen , an idea that comes to mind is doing multiple forms around specific data requests. For example, Company info forms and POCs. Th...read more
Solved
B1 on November 09, 2021
Hi everyone, We are currently reaching the final steps of our Hubspot implementation and we are looking to test the system before going live. I was wondering if there is something existing that can help us to conduct a testing scenario? Like read more
Accepted Solution
Hall of Famer | Partner
November 10, 2021 01:10
Hi @B1 , Your best option here would be a HubSpot sandbox account , available in the Enterprise subscriptions. Super admins can create san...read more
Solved
MarcelZ on September 29, 2021
Hello, we are wondering how we can build up our "sending contract" process very easily. Our contract is 10 side long (including SLA). It would be very nice if there is any option to integrate our contract in Hubspot. It is neccessary that we can a read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
September 30, 2021 12:03
Hi @MarcelZ I think the best way by far to achieve what you are looking for is to use the services of a document signature platform that int...read more
Solved
EbarakHossain on March 23, 2021
Hi, Wondering if it is possible to send a presentation from Hubspot to LinkedIn or elsewhere without requiring an email from the client?
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 23, 2021 05:16
Hi @EbarakHossain , Using the LinkedIn Sales Navigator integration, you can send InMails from contact and company records: https://knowledge....read more
edjusten on July 23, 2017
Booking gigs takes time and effort. You have to email messages back and forth, add attachments, make sure links are up-to-date. Since most of us do music as a side hustle, a full weekend morning can often be spent responding and following up on gig read more
1 upvote
1 Reply
HubSpot Product Team
August 09, 2017 06:40
Thanks Ed! I wanted to share this post from the HubSpot Marketing blog: https://blog.hubspot.com/marketing/free-content-creation-templates It...read more
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