Attaching a document in HubSpot is a straightforward process that can enhance your communication with leads and customers by sharing relevant files directly through the CRM platform.
Here’s a step-by-step guide on how to do it:
Log in to Your HubSpot Account: Start by signing into your HubSpot account.
Navigate to Your Contacts or Deals: Depending on where you want to attach the document, go to the 'Contacts' or 'Deals' section.
Select the Contact or Deal: Choose the specific contact or deal to which you want to attach a document.
Access the Attachments Area: In the contact or deal record, look for the 'Email', 'Notes', 'Calls', or 'Tasks' tabs where you can add attachments.
Attach the Document:
- If you are sending an email, click on the email icon, compose your message, and then click on the paperclip icon to attach your document.
- If you are adding a note, call log, or task, you will find an option to attach files directly in the note, call, or task creation window.
Upload Your Document: Click on 'Upload' and select the document from your computer, or drag and drop the file into the upload area.
Save and Send/Log: After attaching the document, make sure to save the changes or send the email. If it’s a note, call log, or task, simply save the log to update the record.
By following these steps, you can efficiently manage and share documents within HubSpot, ensuring that all relevant information is easily accessible to those who need it.
