Product Updates

Create a HubSpot attachment when a file is uploaded in Arrows

Kim Hacker

August 22, 2023

1 minute

For many onboarding managers and CSM's, collecting data and documents during onboarding is essential. It's a key step and the onboarding process often hinges on the availability of this information.

While gathering files has always been easy with Arrows, we've now taken it a step further. With this update, files uploaded in Arrows tasks can now be automatically attached to the associated HubSpot object.

This means that the important documents you collect in your onboarding plans are not only easy to gather but are also seamlessly stored in your source of truth, HubSpot.

Here's how it works:

In your Arrows template, create a task with a File request action.

Toggle on the Copy files to HubSpot option

Now, whenever a customer uploads a file inside that Arrows task, it will automatically show up in the associated HubSpot object as an attachment.

🌟 Bonus: you'll also be able to see that the file was uploaded as a Note in your HubSpot timeline activity.
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