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Add attachments to records and activities

Last updated: March 7, 2024

Available with any of the following subscriptions, except where noted:

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To include relevant resources and provide helpful context, you can upload files and attach them to contact, company, deal, ticket, custom object records and their associated activities.

Add an attachment on a record

When attachments are added on a record, users must have Notes view permissions to view them. Users with Notes view permissions set to Everything can view all of these 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. 

To add an attachment on a record:

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to Contacts > Contacts.
    • Companies: In your HubSpot account, navigate to Contacts > Companies.
    • Deals: In your HubSpot account, navigate to Sales > Deals.
    • Tickets: In your HubSpot account, navigate to Service > Tickets.
    • Custom objects: In your HubSpot account, navigate to Contacts > Custom Objects, then select the custom object .
  • Click the name of the record.
  • In the right panel, scroll down to the Attachments section.
  • To add an attachment, click Add, then select:
    • Upload new: add a new file from your computer.
    • Choose existing: select an existing file in your HubSpot account. In the right panel, click the name of the file you want to attach.

add-attachment

  • To remove an attachment, click the X on the right of the attachment. In the dialog box:
    • To remove the file and delete it from your HubSpot account, select the Permanently delete this file checkbox. If you want to remove the attachment but don't want to delete the file, leave the checkbox clear.
    • Click Remove to confirm.

remove-attachment

Add an attachment on an activity

When you attach files to logged activities, they will be shown in the Attachments section in the right panel of associated records. The permissions required to view attachments depend on the activity the attachment was added to:

  • When attachments are added via a logged note, users must have Notes view permissions to view these attachments. Users with Notes view permissions set to Everything can view all of these attachments, users set to Team Only can view attachments on notes created by users on their team, and users set to Owned only can view only the attachments on notes they've created.
  • When attachments are attached via tasks, users must have Tasks view permissions to view these attachments. Users with Tasks view permissions set to Everything can view all of these attachments, users set to Team Only can view attachments on tasks created by users on their team, and users set to Owned only can view only the attachments on tasks they've created.
  • When attachments are added via one-to-one emails, calls, meetings, or other activities, any user with access to the affected records can view the attachments.

To add an attachment on an activity:

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to Contacts > Contacts.
    • Companies: In your HubSpot account, navigate to Contacts > Companies.
    • Deals: In your HubSpot account, navigate to Sales > Deals.
    • Tickets: In your HubSpot account, navigate to Service > Tickets.
    • Custom objects: In your HubSpot account, navigate to Contacts > Custom Objects, then select the custom object .
  • Click the name of the record.
  • To create a new activity and add an attachment:
    • In the left panel, click the icon for the activity. 
    • In the activity editor, click the attach attach icon, then select Upload new to add a file from your computer, or Choose existing to select a file already added to HubSpot.
    • Select the file, finish adding the activity's details, then click Log activity or Save note.

add-attachment-new-activity

  • To add an attachment to an existing activity:
    • On the activity, hover over and click the text box.
    • In the text editor, click the attach attach icon, then select Upload new to add a file from your computer, or Choose existing to select a file already added to HubSpot.
    • Select the file, then click Save.

add-attachment-existing-activity

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.

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