Thank you SO MUCH for creating this video. It was so much more helpful than Zapier and their community. Keep on doing what you do, you are impacting lives like mine positively!
Thanks Natasha! I really appreciate the feedback and it has brought a smile to my face. Thank you and glad I can be helpful. Keep me posted if any other questions.
Great video, was doing this on my own, and was a few steps away, your version much cleaner and has simplified things. Have you had any joy sending the emails out automatically as a follow on step, and then getting them tracked/added to the activity of the deal, I am doing this but its only putting the emails on the contacts, but we work more on the deals. My workaround is just to create an engagement on the deal with the details that the emails were actually sent
I'm not sure if this is possible using Zapier. I believe you'd need to build something with HubSpot's API but it might also be quite complicated. There is an option in Zapier for 'Get File Public URL' but that would be a file that was uploaded using a HubSpot form and not a file attached to a deal.
Thank you SO MUCH for creating this video. It was so much more helpful than Zapier and their community. Keep on doing what you do, you are impacting lives like mine positively!
Thanks Natasha! I really appreciate the feedback and it has brought a smile to my face. Thank you and glad I can be helpful. Keep me posted if any other questions.
This was super helpful, thanks for this video!
Thanks Rapidtech!
Great video, was doing this on my own, and was a few steps away, your version much cleaner and has simplified things. Have you had any joy sending the emails out automatically as a follow on step, and then getting them tracked/added to the activity of the deal, I am doing this but its only putting the emails on the contacts, but we work more on the deals. My workaround is just to create an engagement on the deal with the details that the emails were actually sent
Do you happen to have any details on how to access file attachments linked to a single deal?
I'm not sure if this is possible using Zapier. I believe you'd need to build something with HubSpot's API but it might also be quite complicated. There is an option in Zapier for 'Get File Public URL' but that would be a file that was uploaded using a HubSpot form and not a file attached to a deal.
@@terrificdigital Thanks for the info, I'll look into it and see if there's another way around.