Profile

SauravRoy
Participant
Member since ‎Jan 13, 2023
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    4
  • Upvotes Received
    11
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Saurav Roy

This user hasn't created a bio yet. Edit your own profile here!

Activity

RSolé-Pike on March 06, 2023
Sales Navigator - Contact Photo autosync
Currently using the Sales Navigator integration. I was hoping to suggest an auto sync where once a contact is created and the contact has been matched in the Sales Navigator tool, then the image is automatically pulled from their profile on LinkedIn read more
Reply Discussion Contacts
0 upvote
1 Reply
SauravRoy
Participant
March 06, 2023
Hi @RSolé-Pike Technically, this is possible and there are tools supposedly offering this. However, LinkedIn terms do not allow this AFAIK. Li...read more
Solved
FGuerin on July 22, 2022
Add files from Google Drive to a contact
Hi, I want to add unique files from a Google Drive folder to my contacts. For example, I have a folder with a spreadsheet for monthly feedback for each of my contacts. I want every of these contacts to have access to its unique spreadsheet file from read more
Reply Discussion
0 upvote
3 Replies
SauravRoy
Participant
February 27, 2023
Hi @FGuerin , If you're open to using a plugin, you can also consider CloudFiles to automate this entire process via HubSpot Workflows. Here's ...read more
MyriJen on January 30, 2023
How to Download A List of Everyone who "viewed" a document?
I have hosted a PDF using the "document" feature in Hubspot. To access this document, people have to enter their emails. You can this document & process in here . I am able to see from Hubspot, names & email of people who viewed that do read more
Reply Discussion Enterprise
0 upvote
2 Replies
SauravRoy
Participant
February 01, 2023
Hi @MyriJen , This is currently not possible using the "Documents" tool, but you may consider using the CloudFiles extension to achieve this in...read more
SKennedy5 on November 08, 2022
Restrict contact's file permissions to View Only
We share some sensitive information, where we would not want the user to be able store and share files we share on their own terms. We would benefit from restricting files to view only when we share via email. For example, we have a file ready t read more
Reply Idea File Manager
0 upvote
1 Reply
SauravRoy
Participant
January 25, 2023
Hi @SKennedy5 , This can be easily done via CloudFiles. You can share a link that can be accessed by a secure link via email. The file opens in...read more
jaybaum on January 19, 2023
Add a "Files" card within a contact or company record that is not fed by attachments.
The idea behind this is to have a "files" card for our reps to upload unique files specific to a contact/company - say - a price list. Often times when these files are added to the "attatchments" folder, they get lost as that folder is fed by email read more
Reply Idea Contacts & Companies
0 upvote
2 Replies
SauravRoy
Participant
January 23, 2023
I don't think there's a native solution yet, but this can be easily done via the CloudFiles attachment. You can also directly connect a file/ folder ...read more
Ahndreas on December 13, 2022
[Search] automated file upload
Hey guys, i want to automate my workflow and want to upload files from a specific folder automaticly to hubspot, with the same folder-structure. Any idea if its possible? Thanks alot! 🙂
Reply Discussion Professional
0 upvote
12 Replies
SauravRoy
Participant
January 23, 2023
Hi @Ahndreas , There's an alternative that can help you escape all the manual work altogether. You can access external drives directly from wit...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.