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SiddharthGarg91
Teilnehmer/-in
Mitglied seit ‎Feb 24, 2021
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Siddharth Garg

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PJMcDermott on November 21, 2022
Upload portal to request sensitive documents??
Law firm admin here, Looking for a solution to enable us to: 1. request sensitive documents from client prospects 2. allow them to upload 3. alert us when docs have been uploaded 4. store them securely 5. find them (or a link to them) with Beitrag ansehen
Antworten Diskussion Starter
0 Likes
13 Antworten
SiddharthGarg91
Teilnehmer/-in
Juni 19, 2023
Hi @CGrove5 , with the reply I posted above (using datarooms to collect files), they dont stay in HubSpot. They directly move to your respective Cl...Beitrag ansehen
AGranahan on Juni 13, 2023
Individual contracts and paperwork
HI Ive just recenetly started with hubspot. We are in investment company and when we close a deal we will have maybe 20 + investors. We need to be able to securely send each documentation with their details ( standard template currently using a csv Beitrag ansehen
Antworten Diskussion Starter
0 Likes
4 Antworten
SiddharthGarg91
Teilnehmer/-in
Juni 14, 2023
Hi @kvlschaefer @AGranahan , Thanks for tagging me. There are 2 aspects to this use-case. First is creating those documents using merge field...Beitrag ansehen
Gelöst
PJMcDermott on November 21, 2022
Upload portal to request sensitive documents??
Law firm admin here, Looking for a solution to enable us to: 1. request sensitive documents from client prospects 2. allow them to upload 3. alert us when docs have been uploaded 4. store them securely 5. find them (or a link to them) with Beitrag ansehen
Antworten Diskussion Starter
0 Likes
13 Antworten
SiddharthGarg91
Teilnehmer/-in
Juni 19, 2023
Hi @CGrove5 , with the reply I posted above (using datarooms to collect files), they dont stay in HubSpot. They directly move to your respective Cl...Beitrag ansehen
Dylan on Dezember 04, 2020
Enable the CRM Cards API for custom objects
It would be great if the CRM Cards API could be used with custom object records. This is currently something the product team is interested in hearing use cases for and measuring customer feedback on, so we would love to hear from you!
Antworten Idee Custom Objects
41 Likes
12 Antworten
SiddharthGarg91
Teilnehmer/-in
Februar 14, 2023
Hi Team, we are an app partner and have received this request from customers & HubSpot SEs on multiple occassions. Our app, CloudFiles , use...Beitrag ansehen
DwiP on Januar 07, 2020
HubSpot - Google Drive (Shared Drives)
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 Beitrag ansehen
Antworten Idee Deals File Manager
33 Likes
24 Antworten
SiddharthGarg91
Teilnehmer/-in
Mai 07, 2022
This is now possible through a marktplace app. You can 2-way sync your Shared Drive documents (and folders) onto HubSpot records. Here's a video tha...Beitrag ansehen
Gelöst
bdesilva on September 01, 2017
connect to my files on sharepoint
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?
Antworten Diskussion
25 Likes
11 Antworten
SiddharthGarg91
Teilnehmer/-in
Mai 06, 2022
This is possible through a marketplace app. 2-way sync with Sharepoint on all hubSpot records (contacts / companies / deals / tickets / tasks) He...Beitrag ansehen
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