プロフィール

SauravRoy
(He/him)
参加者
コミュニティー参加日: ‎1 13, 2023
  • ベストアンサー数
    0
  • 件の返信
    4
  • いいね!した数
    4
  • いいね!獲得数
    11
  • ご意見・ご提案
    0

自己紹介

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Saurav Roy

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

RSolé-Pike 3月 06日, 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 続きを読む
0 いいね!
1 コメント
参加者
3月 06日, 2023
Hi @RSolé-Pike Technically, this is possible and there are tools supposedly offering this. However, LinkedIn terms do not allow this AFAIK. Li...続きを読む
解決済み
FGuerin 7月 22日, 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 続きを読む
0 いいね!
3 コメント
参加者
2月 27日, 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 ...続きを読む
MyriJen 1月 30日, 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 続きを読む
0 いいね!
2 コメント
参加者
2月 01日, 2023
Hi @MyriJen , This is currently not possible using the "Documents" tool, but you may consider using the CloudFiles extension to achieve this in...続きを読む
SKennedy5 11月 08日, 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 続きを読む
0 いいね!
1 コメント
参加者
1月 25日, 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...続きを読む
jaybaum 1月 19日, 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 続きを読む
0 いいね!
2 コメント
参加者
1月 23日, 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 ...続きを読む
Ahndreas 12月 13日, 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 いいね!
12 コメント
参加者
1月 23日, 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...続きを読む
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