This skill helps to walk you through How to Share a document to contacts in Hubspot.
Note:
Ensure you have access to a subscription in the Hubspot with sufficient privileges to perform skill successfully.
Ensure that you are already logged in into your Hubspot account.
Steps
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1.
Open HubSpot on the Web.
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2.
Click on Sales Drop-down.
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3.
Click on Documents.
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4.
Click on Next button in the Supervity widget. Click on the Document you want to share.
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5.
Click on Create link.
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6.
Click on Email recipients and add the Email email address you want to share. Click on the Next button in the Supervity Widget.
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7.
Click on Create link.
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8.
Click on Copy to copy the sharable link.
