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SiddharthGarg91
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Miembro desde ‎feb 24, 2021
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PJMcDermott en Noviembre 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 Leer más
Responder Conversación Starter
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13 Respuestas
SiddharthGarg91
Participante
Junio 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...Leer más
AGranahan en Junio 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 Leer más
Responder Conversación Starter
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4 Respuestas
SiddharthGarg91
Participante
Junio 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...Leer más
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PJMcDermott en Noviembre 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 Leer más
Responder Conversación Starter
0 Me gusta
13 Respuestas
SiddharthGarg91
Participante
Junio 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...Leer más
Dylan en Diciembre 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!
Responder Idea Custom Objects
41 Me gusta
12 Respuestas
SiddharthGarg91
Participante
Febrero 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...Leer más
DwiP en Enero 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 Leer más
Responder Idea Deals File Manager
33 Me gusta
24 Respuestas
SiddharthGarg91
Participante
May 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...Leer más
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bdesilva en Septiembre 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?
Responder Conversación
25 Me gusta
11 Respuestas
SiddharthGarg91
Participante
May 06, 2022
This is possible through a marketplace app. 2-way sync with Sharepoint on all hubSpot records (contacts / companies / deals / tickets / tasks) He...Leer más
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