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Last updated: March 22, 2023
|All products and plans|
You can manually upload files and attach them to your contact, company, deal, ticket, and custom object records to provide helpful context.
Attachments are added as notes on records, so users must have the correct view notes permissions to view attachments. Users with view note permissions set to Everything can view all attachments, users set to Team Only can view attachments uploaded by users on their team, and users set to Owned only can view only the attachments they've uploaded.
Please note: when you send one-to-one emails in HubSpot or log an email using HubSpot Sales, any non-inline attached files will automatically be added to the Attachments section of the record. Non-inline attached files included in logged replies will also be added to the Attachments section of the record.
Whether HubSpot is your first CRM or you’re moving from another system, importing helps you create records...
Properties are fields that store information on HubSpot records. For example, you can use the City company...
To add or update data in bulk, you can import files into HubSpot. You can import records, such as contacts...