Forum Discussion

seanroz's avatar
seanroz
Contributor 3
2 months ago

Automatically upload files and text to clients profiles?

Hello,  I are curious if anyone has successfully found a way to automatically upload files / text notes onto a client's profile within internal notes on Jobber. Vision - voicemail audio files are u...
ai
client communications
software
BadgerHauling's avatar
BadgerHauling
Contributor 4
2 months ago

I think this would have some value depending on the business and workflows.  Today, I’m using Jobber and HubSpot. Why, HubSpot offers more robust CRM features like you have mentioned above.  I’m pretty sure you have an option to save almost any popular file format to HubSpot as a note or just an attachment.