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Solucionado
WScrivener on Julho 30, 2024
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
0 avaliações positivas
2 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Elite
Julho 30, 2024 17:06
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
Solucionado
AIMW on Julho 24, 2024
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
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 24, 2024 07:00
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
Solucionado
zArshad5 on Julho 07, 2024
How can I use HubSpot to boost engagement for my Crunchyroll- focused content?
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 07, 2024 03:32
Hi @zArshad5 , Boosting engagement for your Crunchyroll-focused content using HubSpot involves leveraging various features and strategies with...Leia mais
Solucionado
m13drk on Abril 12, 2024
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
0 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 12, 2024 05:58
Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...Leia mais
Solucionado
TuckKhai on Março 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 Leia mais
1 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Março 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...Leia mais
Solucionado
Arnunes on Fevereiro 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Fevereiro 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...Leia mais
Solucionado
RClerico on Fevereiro 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 Leia mais
4 avaliações positivas
10 Respostas
Solução Aceita
Membro do Hall da Fama
Março 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...Leia mais
Solucionado
JWoodman on Outubro 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Outubro 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...Leia mais
StephanieYoung on Fevereiro 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 Leia mais
Participante
Fevereiro 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 ...Leia mais
Solucionado
CGoodwinOlsen on Novembro 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 Leia mais
Solução Aceita
Top colaborador(a) | Parceiro Platinum
Novembro 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...Leia mais
Solucionado
B1 on Novembro 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 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...Leia mais
Solucionado
MarcelZ on Setembro 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Participante de valor | Parceiro Diamante
Setembro 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...Leia mais
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