I have couple questions regarding file handling.
First, is it possible somehow to insert a link to a file in pipedrive as a text (for example to notes)? Because from what I saw, the file path must contain 'session_token' and there is no way of getting it on the go:
Second, is there any plans to add support for file upload to Leads?
Third, why it is not possible to send uploaded files directly from Pipedrive? It is very annoying that you have to download every file from pipedrive to then again attach it back to email windon in Pipedrive, even though the file is already uploaded to Pipedrive:
Mike van der Valk Posts: 4,052edited October 2020 #2
On the first and third comment. Unfortunately this is not possible at the moment. I get your feedback and the third one I've seen mentioned before, also in this community. I'm going to point our team working on files and emails to this again as I really hope we can improve that.
The nr one is pretty technical. I've sent it to our team but potentially you also have some luck in our developer community.
Regarding 2, it's in the backlog of ideas but there are more urgent things to work on, you can check out here what the plans are with Leads so far: https://community.pipedrive.com/post/planned-more-features-in-leads-inbox-5f5210be31bf2f66a74ac56b0
Thanks for the answers @Mike van der Valk .0