App Tutorial

Attach Files to HubSpot Emails: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 1, 2024
TL;DR

To add attachments to HubSpot emails, differentiate between marketing and sales emails. For marketing emails, link to files in the HubSpot file manager instead of direct attachment. For sales emails, directly attach files from the contact record. Transactional emails require using the SMTP API or linking to files in the file manager.

Understanding the right method ensures your emails are effective and reach your audience.

Streamline your HubSpot email management and enhance productivity by automating your email processes with Bardeen.

How to Add Attachment to HubSpot Email

Adding attachments to emails in HubSpot varies depending on the type of email you are sending. It's important to distinguish between marketing emails and one-to-one sales or transactional emails, as the process and capabilities differ significantly.

Add Attachment to HubSpot Marketing Email

Directly attaching files to marketing emails is not supported in HubSpot due to deliverability concerns. However, you can link to files stored in your HubSpot file manager. This method ensures that your marketing emails maintain high deliverability rates while still providing the necessary documents to your recipients.

  1. Navigate to your HubSpot account and access the file manager.
  2. Upload the document you wish to share in your email.
  3. Once uploaded, click on the document to get its URL.
  4. Use this URL to create a hyperlink in your marketing email, directing recipients to the document.

Automating your HubSpot email attachments can save time and ensure consistency. Check out how Bardeen integrates with HubSpot to streamline your email processes.

Add Attachment to HubSpot Sales and Transactional Emails

For one-to-one sales emails sent from a contact record in your CRM, attaching files directly is possible.

  1. Go to Contacts > Contacts in your HubSpot account.
  2. Click on the name of the contact you want to email.
  3. Select the Email tab at the top of the contact record.
  4. Compose your email and click attach to attach a file.
  5. Choose Upload to select a file from your computer or Choose existing file to attach a file from your file manager.

For transactional emails, the process is slightly more complex. You cannot directly attach files to transactional emails unless you use the SMTP API, which requires using coded templates instead of standard HubSpot templates. A common workaround is to upload the document to the HubSpot file manager and include a link to the document in the email.

It's important to note that while attaching files to sales emails is straightforward, marketing and transactional emails require linking to documents stored in the HubSpot file manager. This approach helps maintain email deliverability and ensures your emails reach your recipients' inboxes.

Explore integrating HubSpot with Salesforce, integrating HubSpot with LinkedIn for enriched multi-channel outreach, and syncing HubSpot with Slack for instant alerts.

Automate Your HubSpot Email Tasks with Bardeen

While adding attachments to HubSpot emails requires different approaches for marketing and sales emails, automating your email processes can significantly streamline your workflow. Using Bardeen, you can integrate powerful automations that not only help in managing attachments but also in creating tickets, contacts, and more from your emails, directly into HubSpot.

Here are some automations you can implement to enhance your email management with HubSpot:

  1. Create a HubSpot ticket, when an email is forwarded: This automation turns forwarded emails into HubSpot tickets, making it easier to manage customer queries or requests efficiently.
  2. Automatically Create HubSpot Contact from Gmail Email: Ensure no lead goes unrecorded by automatically creating contacts in HubSpot from new emails received in Gmail.
  3. Create a HubSpot Ticket from the currently opened email: Make customer support more agile by creating tickets in HubSpot based on the email you are currently viewing, with the help of OpenAI for summarization.

Embrace automation to make your email management more productive and ensure a seamless flow of information into HubSpot. Start by downloading the Bardeen app.

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