Currently, in HubSpot, we can upload files from Google Drive as attachments in the Deal Record. However, users is not able to select Shared Drives in the Google Drive. It would be beneficial if there would be an improved functionality where user wo read more
Our file system of record is Sharepoint. All the files for the sales process are there and we cannot upload them to Hubspot. Is there any way to link/connect to Sharepoint Online and be able to see and access the files from Sales?
We regularly have clients who need to link to files within their existing file management platform, e.g. Sharepoint, Google Drive.
To work around this we regularly include properties for file links, but this is not a great solution for a numbe read more
I have uploaded several similar files for my sales team, and added them all to a named FOLDER for easy reference/access. It would be great to be able to access the URL for the entire FOLDER (not just the individual files) and share the folder domain read more
Sales Documents need to be added to Hubspot Workflows. Here are triggers we need to filter sequences by: Sales document sent (yes or no) Sales document clicked (yes or no) Sales document downloaded (yes or no) Sales document viewed ( read more