What Can You Use The Documents Tool For?

The documents tool can be used to create a library of trackable content for your team to share with prospects or clients – get real time alerts when a contact engages with your doc and view aggregate metrics on content performance.

Contents

Can HubSpot store documents?

Uploading a Document to HubSpot
You can upload a variety of document formats including Word, PowerPoint, and PDF documents. Any piece of collateral that aids the sales process, or is used to engage with customers and leads can be stored for safekeeping and easy sharing in the sales document management tool.

How do I upload documents to HubSpot?

Navigate to the files tool:

  1. In your HubSpot account, navigate to Marketing > Files and Templates > Files. If you have a Marketing Hub Starter account, navigate to Marketing > Files.
  2. Click Upload files.
  3. Browse your computer’s hard drive for files to upload. Select your files and click Open.

How do I edit a document in HubSpot?

Clone and edit an image file

  1. Navigate to the files tool: In your HubSpot account, navigate to Marketing > Files and Templates > Files.
  2. Click the name of the file.
  3. At the bottom of the right panel, click Clone and edit.
  4. Make edits to the clone of your file.
  5. Click Save.

What can you use the documents tool for in HubSpot?

The documents tool can be used to create a library of trackable content for your team to share with prospects or clients – get real time alerts when a contact engages with your doc and view aggregate metrics on content performance.

Can I attach PDF to HubSpot email?

You can attach files in one-to-one sales emails sent from a record in your HubSpot CRM.Click the Email tab at the top of the contact record. Compose your email and click attach to attach a file. Select Upload to select a file from your computer or select Choose existing file to attach a file from your file manager.

How do I download images from HubSpot?

To export an image of an individual workflow:

  1. In your HubSpot account, navigate to Automation > Workflows.
  2. Click the name of a workflow.
  3. In the upper right, click the More dropdown menu, then select Export. The export will process, then download as a . png file.

Can I upload videos to HubSpot?

With HubSpot video, you can upload videos to the files tool, then add them to pages, marketing emails, blog posts, and knowledge base articles. You can insert HubSpot videos in the video module in drag and drop marketing emails and drag and drop areas on pages.

What is a playbook in HubSpot?

Using Playbooks in HubSpot
In a broad sense, a playbook is collection of tactics or methods that a person or team relies on to do their job. HubSpot’s playbooks tool gives you a place to store these methods and tactics so that they can be accessed from your CRM records right when they’re needed.

How do I use Tasks on HubSpot?

Add tasks to queues

  1. In your HubSpot account, navigate to Sales > Tasks.
  2. To add a new task to a queue, click Create task. Enter the details of your task and select a queue from the Queue dropdown menu.
  3. To add existing tasks to a queue: Click the All tab to see all tasks or browse your other task queues to find a task.

Is HubSpot video is part of the quotes tool?

HubSpot Video is part of the quotes tool. Correct Answer: False.

What does HubSpot Tracking do?

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic. The tracking code is automatically included on HubSpot blog posts, landing pages, and website pages.

Does DocuSign integrate with HubSpot?

DocuSign Integration Overview
With DocuSign, users can create, send and track DocuSign envelopes directly from HubSpot, creating a more complete picture of a contact, company or deal inside HubSpot. Now, your team can track the status of these documents without having to leave HubSpot.

How do I send a document to a website?

How to Upload Word Documents to a Web Page

  1. Log in to your web hosting account and access your “File Manager.” Navigate to your “Home” directory.
  2. Click the “Browse” button and select your Word file from your hard drive.
  3. Check the box next to the name of the page into which you wish to insert a link to the document.

Do attachments affect email deliverability?

Email attachments are often used as a way to hide viruses and malware.Because of this, emails with attachments are more likely to get caught in spam filters, which can affect your deliverability. Large file sizes can result in bounces from email servers with low inbox or low message size limits.

Can you export notes from HubSpot?

Can I export notes from my records? Currently, you cannot export notes added to your records. Notes are considered engagements and are not stored as properties for export. If you have the resources, you may be able to work with a developer to export the notes data using our engagements API endpoint.

What makes HubSpot different?

The HubSpot CMS is not like other website CMS platforms.The HubSpot ‘Flywheel’ that demonstrates the sales process from an Inbound point of view. The HubSpot CMS gives businesses more power, greater efficiency and a superior advantage over other sales and marketing tools, in an easier to use package.

Can you export contacts from HubSpot?

In your HubSpot account, navigate to Contacts > Lists. Hover over the list to export, then click the More dropdown menu and select Export.Click Export. You’ll receive an email in your inbox, based on the email you use to log in.

Can you connect YouTube to HubSpot?

To analyze your video performance data, you can connect your YouTube account to HubSpot, as long as it meets the following criteria: Your account must not be set to private. Your account is a brand channel. Your account has at least one video uploaded.

How do I find my photos on HubSpot?

Navigate to the files tool:

  1. In your HubSpot account, navigate to Marketing > Files and Templates > Files.
  2. If you have a Marketing Hub Starter account, navigate to Marketing > Files.
  3. If you’re using HubSpot’s free tools, navigate to Marketing > Email.

Can I embed a YouTube video in HubSpot email?

You should absolutely be able to embed a YouTube video in a HubSpot HTML Email using an iFrame.You get the code by clicking the share icon in YouTube nd choosing embed. This gives you the option to copy and paste the code.