In this article you’ll learn how to use the file uploads feature.

Your leads and customers will now be able to upload files (images, documents, videos etc) directly into LeadsHook.

Security Warning! At the present time only the account owner can download the documents.

Details


Max File size: 10 MB
File Formats Permitted: pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, mp3, wma, mpg, flv, avi, jpg, jpeg, png, gif.
All files may be removed after 30 days

Accessing Documents…

Uploaded docs are available for download under Leads > Uploaded Documents

Lead’s URL to Access Uploaded Documents

All upload documents are zipped into 1 file. zip file url. This url can be mapped to your CRM or sent via a webhook or api node to any external system.

Public/Private Settings Inside The Decision Tree Canvas

Node Level Settings…

“Automatically move to next node as soon as files are uploaded” Once files are uploaded, your decision tree will automatically move to the next node (see image below).

Video on Setting Up Your Decision Tree…

Leave a Reply

Your email address will not be published. Required fields are marked *