Hi Community! I have a backlog of contract PDFs to upload to our portal and associate with Company records. Is it possible (either natively or through a marketplace solution) to bulk import PDFs into our portal? Thanks in advance, Wi Leia mais
Hey @WScrivener ! I'm not aware of any native capabilities that'll allow you to do this; however, you can use a 3rd party tool like MigrateMyCRM (...Leia mais
I am trying to creat a repository, with the aim of it holding all relevant sales information. So brochures, banners, logos, images etc. I don't know where in Hubsport would be the best place or this. It needs to be something that anynone with a link Leia mais
Hi @AIMW ,
HubSpot has a file manager where you can upload files, generate links and also set these files to no index / private: https://know...Leia mais
Hi @zArshad5 ,
Boosting engagement for your Crunchyroll-focused content using HubSpot involves leveraging various features and strategies with...Leia mais
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or Leia mais
Hi @m13drk ,
The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...Leia mais
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 Leia mais
Hi @TuckKhai ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...Leia mais
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 Leia mais
Hi @Arnunes ,
At this time labels are only available for contacts, companies, deals, tickets, and custom objects. They aren't available at the...Leia mais
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 Leia mais
@MNudo if you want to separate attachments, with Enterprise you could create a custom object for "license agreements" and then add the attachment a...Leia mais
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 Leia mais
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 Leia mais
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 ...Leia mais
💡 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 Leia mais
@CGoodwinOlsen , an idea that comes to mind is doing multiple forms around specific data requests. For example, Company info forms and POCs. Th...Leia mais
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 Leia mais
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 Leia mais
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...Leia mais