HubSpot Integration: How to Send Attachments Automatically with Candidate Resumes

I'm in jotform working on my hubspot integration and i don't see the option to send attachments. i need for the candidates resumes to actually attach to the profiles in my crm instead of doing it manually. this is very time consuming

Hi Brianna,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

The HubSpot integration in Jotform includes a Sending Attachments setting that allows you to attach a PDF copy of the form submission and any uploaded files (such as candidate resumes) to your records in HubSpot CRM. You can choose which PDF documents and file upload fields to include in the attachments.

However, if you do not see the option to send attachments in your HubSpot integration settings, it may not be available on your account currently. This feature is included in all Jotform plans but might require further investigation if missing.

To use this feature, you would typically:

1. Go to your form's Settings tab in Jotform Form Builder.
2. Click on Integrations and select HubSpot.
3. Choose your integration action and proceed to the integration settings.
4. Look for the Sending Attachments option where you can enable sending uploaded files and submission PDFs to HubSpot.

If this option is not visible, please note that it might be a specific issue with your account or integration setup that requires further support.

Give it a try and let us know how it goes.

it 's not there

Hi Brianna,

When I cloned and tested your form, everything worked the way it was supposed to. Take a look at the screenshot below to see my results:

Can you share a quick screen recording of what’s happening so we can try to replicate it on our end? You can upload it to Google Drive, Dropbox, or record with Loom and send us the link.

Once you get back to us, we can take the next step toward solving this.

https://drive.google.com/file/d/1IE_xWffqvb1fEZZMn_8r4bjiERhVBOjD/view?usp=sharing

Hi Brianna,

I tried it as well, and I can see the option to send the attachment as shown below:
Can you try to remove your existing HubSpot integration and add it again? Let me show you how:

1. In your HubSpot Integration, click on the 3 dots on the right side of the action.
2. Then, click on Delete Action.

After that, set up the integration again.

Give it a try and let us know if you need any help.

i gave it a try and send attachments still does not populate for me

Hi Brianna,

Since we can't replicate the issue, we need the Console Log of the page where the Send Attachment option is missing. We have this guide on how to get the Console Log. Take a screenshot of it and share it here.

Once we hear back from you, we can get moving on a solution.