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

Jason Gong
LAST UPDATED
June 6, 2024
TL;DR

Click the paperclip icon in HubSpot emails to attach files.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're attaching files in HubSpot, check out Bardeen's AI for sales. It automates email outreach, saving you time and boosting productivity.

Adding attachments to your HubSpot emails can be a straightforward process, but it's essential to understand the nuances of different email types and attachment permissions. In this step-by-step guide, we'll walk you through the process of attaching files to both one-to-one and marketing emails in HubSpot, as well as best practices for managing and organizing your attachments. By the end of this guide, you'll be equipped with the knowledge and skills to effectively utilize HubSpot's email attachment features and optimize your email performance.

Navigating HubSpot's Email Attachment Features

HubSpot offers a range of options for adding attachments to your emails, each with its own set of considerations. When deciding how to include attachments, it's essential to understand the difference between attaching files directly and using links:

  • Directly attached files are included within the email itself, which can impact email deliverability and storage limits.
  • Linking to files hosted in HubSpot's file manager or an external source can help maintain email performance while still providing access to necessary documents.

Another crucial aspect of working with attachments in HubSpot is understanding the permissions and visibility settings based on user roles and teams. HubSpot's permission system ensures that only authorized users can access and modify attachments, maintaining the security and integrity of your email communications.

To dive deeper into the specifics of attachment permissions, consult the HubSpot Knowledge Base, which provides detailed information on configuring and managing attachment access based on your organization's needs.

Adding Attachments to Different Types of HubSpot Emails

HubSpot provides multiple ways to add attachments to your emails, depending on the type of email you're sending:

  1. For one-to-one emails sent via the HubSpot CRM interface, you can directly attach files by clicking the paperclip icon in the email composer. This allows you to upload files from your computer or select existing files from your HubSpot account.
  2. When sending marketing emails, it's best practice to use links to files hosted in the HubSpot file manager. This approach helps maintain email deliverability and avoids potential issues with attachment size limits. To add a link, simply upload the file to your HubSpot file manager, then insert the link into your email content.

By leveraging the HubSpot Community and support pages, you can find additional best practices and tips for effectively managing files and attachments in your email communications. These resources offer valuable insights from experienced HubSpot users and experts.

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Remember, when attaching files directly to emails sent from the CRM, it's crucial to consider the attachment permissions and visibility settings to ensure that only intended recipients can access the files.

Adding Attachments to Different Types of HubSpot Emails

HubSpot offers different methods for attaching files to your emails, depending on the email type:

  1. For one-to-one sales emails sent from the HubSpot CRM, you can directly attach files by clicking the paperclip icon in the email composer. This allows you to upload files from your computer or select existing files from your HubSpot account.
  2. When creating marketing emails, it's recommended to use file links instead of direct attachments. Upload the file to your HubSpot file manager, then insert a link to the file in your email content. This approach improves email deliverability and avoids potential issues with attachment size limits.

To add an attachment to a one-to-one sales email:

  1. Navigate to your HubSpot CRM and open the contact record you want to email.
  2. Click the "Email" tab and compose your message.
  3. Click the paperclip icon to attach a file, then choose to upload a new file or select an existing one from your HubSpot account.

For best practices and insights on managing files and attachments in HubSpot, consult the HubSpot Community and support pages. These resources provide valuable tips from experienced users and HubSpot experts to help you effectively utilize HubSpot's file management and attachment features.

Managing and Optimizing Attachments in HubSpot

HubSpot provides a range of tools to effectively manage your email attachments, ensuring they are organized, accessible, and optimized for the best user experience.

Some key features for managing attachments include:

  • Renaming attachments: You can easily rename attachments to make them more descriptive and easier to find.
  • Filtering attachments: Use filters to quickly locate specific attachments based on criteria such as file type or source.
  • Deleting attachments: Remove unnecessary attachments to keep your HubSpot account organized and streamline your database.

Organizing your attachments is crucial for improving accessibility and efficiency. By using descriptive names and leveraging HubSpot's filtering options, you can quickly find the files you need without wasting time searching through a disorganized list.

Well-managed attachments also contribute to better email performance and user experience. When attachments are properly named and organized, recipients can easily identify and access the files they need, leading to a more positive interaction with your emails.

By taking advantage of HubSpot's attachment management features and following best practices for organization, you can streamline your email workflow and ensure that your attachments are working effectively to support your communication goals.

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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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