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SauravRoy
(He/him)
Participante
Miembro desde ‎ene 13, 2023
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  • Respuestas
    4
  • Me gusta otorgados
    4
  • Me gusta recibidos
    11
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Saurav Roy

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RSolé-Pike en Marzo 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 Leer más
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1 Respuestas
Participante
Marzo 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...Leer más
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FGuerin en Julio 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 Leer más
0 Me gusta
3 Respuestas
Participante
Febrero 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 ...Leer más
MyriJen en Enero 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 Leer más
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2 Respuestas
Participante
Febrero 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...Leer más
SKennedy5 en Noviembre 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 Leer más
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1 Respuestas
Participante
Enero 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...Leer más
jaybaum en Enero 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 Leer más
0 Me gusta
2 Respuestas
Participante
Enero 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 ...Leer más
Ahndreas en Diciembre 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 Me gusta
12 Respuestas
Participante
Enero 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...Leer más
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