Profil

SauravRoy
(He/him)
Teilnehmer/-in
Mitglied seit ‎Jan 13, 2023
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Saurav Roy

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Aktivität

RSolé-Pike on März 06, 2023
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 Beitrag ansehen
0 Likes
1 Antwort
Teilnehmer/-in
März 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...Beitrag ansehen
Gelöst
FGuerin on Juli 22, 2022
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 Beitrag ansehen
0 Likes
3 Antworten
Teilnehmer/-in
Februar 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 ...Beitrag ansehen
MyriJen on Januar 30, 2023
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 Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
Februar 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...Beitrag ansehen
SKennedy5 on November 08, 2022
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 Beitrag ansehen
0 Likes
1 Antwort
Teilnehmer/-in
Januar 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...Beitrag ansehen
jaybaum on Januar 19, 2023
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 Beitrag ansehen
Teilnehmer/-in
Januar 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 ...Beitrag ansehen
Ahndreas on Dezember 13, 2022
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! 🙂
0 Likes
12 Antworten
Teilnehmer/-in
Januar 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...Beitrag ansehen
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