Upload & Attach Document from Phone to GHL Contact
M
Michael Mincey
Sometime want to upload a document received via email or text directly to my GHL contact.
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E
Emmanuel Oladare
GHL doesn’t automatically attach email/text files to a contact yet. The usual workaround is to upload the document manually to the contact’s file section or store it in Drive/Dropbox and save the link in a custom field or note.
For more advanced setups, Zapier or webhooks can push files to storage and link them back to the contact automatically.
If this keeps coming up, happy to walk you through a clean setup here:
T
Tayla Cameron
You can do this! When on the contact screen, select your contact. On the right side, select DOcuments, then select upload.
You can also do this from the app in each contact, under Docs & Files!