Overview
Extract the text from an uploaded form file property into a multi-line text property using a workflow actionPrerequisites
Before proceeding, make sure you have signed up for a Growth Operations account here.
Installation
You can install the app by visiting app.growth-operations.com, selecting the integrations tab, clicking “Add a new integration”, and then the install button:
Installing the app will automatically sign you up for a 14-day trial of the standard plan, which includes all features of the app. Next step is authorizing HubSpot.
Authorization
On the authorization screen, click the “Connect” button to authorize HubSpot.
This will take you to hubspot.com to select your desired portal to connect to and to approve the necessary permissions.
Once you are connected, the installation is complete! You’ll be automatically signed up for a 14-day free trial.
Usage
You can now add a custom workflow action to parse a file property on any object and extract the text to a multi-line text property.
This allows you to to use the full power of HubSpot to search through uploaded documents in your forms!
Currently supported file types include:
- JPG
- JPEG
- PNG
- DOCX
- DOC
- TXT
- XLSX
Uninstallation
In order to uninstall the Text Parsing app, follow the steps provided in this article regarding uninstalling connected apps.
Note: Uninstalling the app will not delete any of your existing data, however, it will impact your ability to use the functionality described above.
Cancellation
If you wish to cancel your subscription, you’ll first need to log-in to your profile within app.growth-operations.com
Then, go to integrations on the left-hand menu, to find your list of apps.
Go to Text Parsing and hit the actions drop-down.
At the top, select Manage Subscription.
This will bring you to where you can cancel your subscription.
Support
For any additional inquiries or feature requests, please submit your feedback to info@growthoperationsco.com