The following file types can be uploaded as trackable documents in HubSpot:
- PDF (.pdf)
- PowerPoint (.pptx)
- Comma separated values (.csv)
- Word Document (.docx)
- Excel (.xlsx)
Any videos, .gifs, and hyperlinks included in your file will not function when the file is uploaded to the documents tool.
File size and quantity
The file size limit for documents is 250 MB.
HubSpot CRM only users can access up to five documents per user. If a user is added to an account where five or more documents have already been uploaded, that free user will be able to view and use only the first five documents that were uploaded.
If a user requires access to more than five documents, upgrade your HubSpot account to Sales Hub Starter, Professional, or Enterprise to be able to have up to 1,000 documents in your account, and assign the user a Sales Hub Starter, Professional, or Enterprise seat so they can access more than five documents.
Please note: HubSpot does not support the management of sensitive information. For more information, please see our Terms of Service.