Contacts

How do I add or remove an attachment from a contact, company or deal?

Last updated: December 23, 2016

Available For:

Marketing: N/A
Sales: Free, Professional

You can attach files from your File Manager to your contact and, in the CRM, to your company and deal records. 


Adding an attachment

  • In your HubSpot Sales account, navigate to Contacts, Companies or Deals
  • Click the name of the contact, company, or deal record.
  • In the left sidebar, scroll down to the Attachments section.
  • Click Add an Attachment.

 

  • Choose the file you'd like to attach from your File Manager. You can also upload a file from your computer here or use a file from Dropbox and Google Drive by clicking the Use file from dropdown.
  • Click Use File.
  • The file will appear in the Attachments section and will also be added the contact, company or deal record as a note.

 

Removing an attachment

  • In your HubSpot Sales account, navigate to Contacts, Companies or Deals
  • Find the attachment engagement on the contact's timeline (you can use the Filter timeline button to filter for Notes). 
  • Click the Actions dropdown on the attachment engagement and select Delete.

  • Refresh the contact record page to remove the attachment from the Attachments section in the left sidebar.