Table of Contents
In this section of the knowledge base, you can find a number of articles around the functionality available in the CloudFiles HubSpot App. Much of this functionality is exposed through standard HubSpot components such as widgets on records, workflow actions and triggers, list filters, timeline activities etc...
The HubSpot Knowledge Articles are organized in following categories. Use the left sidebar to navigate quickly among the articles -
Quick Starts : This category includes articles to help you set up and use the CloudFiles-HubSpot integration. It provides an installation guide and three quick start guides for the file connector, file sharing & analytics, and file automations in HubSpot.
Features : This section covers features of the HubSpot-CloudFiles integration, such as using the CloudFiles widget and content library, file link sharing, security, document analytics, and automations. It also includes guidance on managing user, account, and admin features within HubSpot.
Workflow Actions : This section includes various CloudFiles flow actions such as Create Folder, Create Dataroom, Update Link Settings, and more, designed to simplify automations.
Workflow Triggers & List Filters : This section provides articles on using file-related triggers to automate workflows and filter lists in CloudFiles. It includes guidance on using the "File Viewed" event for task automation, creating workflows, and filtering contacts in HubSpot based on file views.
Tutorials : This section covers HubSpot use cases solved with CloudFiles, including email attachment tracking, collecting document analytics, managing external files, compliant document collection, file portal sharing, and document approval processes.
Admin, User & Account : This section compiles articles and FAQs on user and account management in CloudFiles. It covers topics like user roles, license management, automation credits, multiple account management, and billing details.
Use-Cases : This section explains common HubSpot-CloudFiles integration use cases, including ungated analytics for email campaigns, requesting sensitive files from clients, and capturing leads in HubSpot from CloudFiles.
FAQs : This section addresses frequently asked questions about CloudFiles' HubSpot integration, covering product details, billing inquiries, and troubleshooting issues.
