Protokolle in HubSpot

Guten Tag,

wir suchen eine Möglichkeit, wie wir ein Beratungsprotokoll, welches über benutzerdefinierte Eigenschaften in HubSpot gepflegt wurde, als PDF an unsere Kunden weitersenden.

Beispielsweise im Anhang eines Angebots.

Ist diese Verknüpfung über HubSpot möglich?

Viele Grüße

Svenja Graf

Hi Svenja,

Thanks for reaching out to Jotform Support. Unfortunately, our German support is not available at the moment but I will be much happy to assist you further in English.

Currently, it looks like this is not possible within the HubSpot integration, and, as it looks like in HubSpot, uploading files like PDFs to your contacts' attachments is done manually. You can check out this link for more information.

Though, as it seems from the article above, this may be HubSpot-specific functionality, I have opened a feature request with our development team in regards to possibly implementing this. I cannot guarantee implementation, but our team will be in touch when/if we have an update for you.