Tips, Tricks & Best Practices

DGilbert9
Participant

inboxes and attachments

SOLVE

Hi

 

We are looking at incorporating an external email address into HubSpot which clients send enquiries to. The question I have is around attachments, if they send an attachment to the email, does this come into the contact record and if so, where?

 

TIA .

David 

1 Accepted solution
Crystal_Hopper
Solution
Key Advisor

inboxes and attachments

SOLVE

I'm not sure I fully understand, please make any corrections/clarifications you need to. 

 

When you say "external email address" what do you mean by that? Will this email address be connected to Hubspot at all? Do you have it setup in an email client with the Hubspot email extention? This part is confusing me.

 

When a client emails a connected email address, the email is logged in the contact's activity feed and all attachments they send, or you send via Hubspot, are logged in the Attachments section on the right of the contact's activity feed:

Crystal_Hopper_0-1700499081211.png

 

Is this what you're looking for? Let us know if there's more information we should know. Thanks!

 

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4 Replies 4
Crystal_Hopper
Solution
Key Advisor

inboxes and attachments

SOLVE

I'm not sure I fully understand, please make any corrections/clarifications you need to. 

 

When you say "external email address" what do you mean by that? Will this email address be connected to Hubspot at all? Do you have it setup in an email client with the Hubspot email extention? This part is confusing me.

 

When a client emails a connected email address, the email is logged in the contact's activity feed and all attachments they send, or you send via Hubspot, are logged in the Attachments section on the right of the contact's activity feed:

Crystal_Hopper_0-1700499081211.png

 

Is this what you're looking for? Let us know if there's more information we should know. Thanks!

 

***************************
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JWarburton87
Member

inboxes and attachments

SOLVE

Hi, 

 

I receive emails from various sources with CV's attached and I'd like hubspot to create a new candidate record with the info on the attachment. Is that possible? 

0 Upvotes
DGilbert9
Participant

inboxes and attachments

SOLVE

Hi Crystal

 

Thanks for the content and swift reply. Yes, it will be attached to hubspot as a inbox and then managed from there. 

 

I think this answers my questions

Thanks

David 

Crystal_Hopper
Key Advisor

inboxes and attachments

SOLVE

Wonderful! Have a great week!

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0 Upvotes