Sometimes you will need your users to upload files to you. It might be a picture, a video, a document, etc. For example if you were creating a car insurance claim campaign, you might like to ask your customers to submit a photo of the damage to their car.
The best way to do this is to use a third party approach. Which makes for a better workflow in general. That’s because we have found its not entirely feasible to upload files directly to LeadsHook. Many users would need to move the files later from LeadsHook into some other system. So naturally this wouldn’t solve any problems.
The best approach is to use something like Dropbox. Just a button inside a LeadsHook Decision Tree that opens up the upload page.
You can use Dropbox Requests, Google Drive Forms, or something similar.
This way you can also use Zapier to fire automations as well. And this fits well overall within an existing workflow.
Here is a couple of really easy possible solutions.
- You will need to sign up for a dropbox account.
- Create a new request and copy the link provided. Then in LeadsHook create a hyperlink with this URL.
- Now you can upload directly to Dropbox.
Google Drive Forms
- First open this link: https://script.google.com/d/1qf9YHlvlMsUOKgHMXtvrmGW823K1CLKna-QyM4GC0I355zsYmafObZHw/edit?newcopy=true
- It will save a copy in your Google Drive account. You can modify this script how you like. But it works fine without changing anything.
- In the run menu, press doGet and authorize the script. It may give you warnings here, so just proceed through the dialogs.
- Next in the publish menu, select Deploy as web app. Make sure that anyone can upload. Finally, hit the update button. You will be presented with a URL to to use in your Decision Tree. Now, you can upload directly to your Google Drive.