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Salesforce HubSpot Developers Release notes
HubSpot Marketplace
Quick Starts
🚀Installation guide for CloudFiles HubSpot Integration🚀Doc Management Quickstart
Doc Sharing Quickstart
🚀Doc Sharing From Records Quickstart🚀Doc Sharing From Dashboard Quickstart
🚀Doc Generation Quickstart🚀Doc Automations Quickstart🚀CMS & Marketing Users Quick Start🚀Sales & Service Users Quick Start🚀Admin Quick Start
Workflow Actions
⚡Add to Dataroom Action⚡Copy Resource Action⚡Create Attachment Action⚡Create Dataroom Action⚡Create Folder Action⚡Delete Attachment⚡Delete Dataroom Action⚡Delete Resource Action⚡Generate Document Action⚡Get Attachment Details Action⚡Get Resource Property Action🧭How to get the folder, drive, site ID etc... required for automations?⚡Move HubSpot Files Action⚡Move Resource Action⚡Share Attachment Action⚡Update Link Settings Action⚡Update Resource Permissions Action⚡Update Resource Action
Workflow Triggers & List Filters
🧭All CloudFiles Events🧭All CloudFiles Properties🧭Filtering Lists🧭Workflow Triggers
Document Management
Setup & Configuration
🧭Adding an App Card on the Record Page🧭Account Setup🧭Setup Wizard🧭Connecting External Storage Accounts🧭License Management🧭Usage
Features
Record Widgets
🧭App Card🧭Sidebar Widget🧭Associations🧭File Operations🧭Folder Operations
Content Library
🧭Accessing the Library🧭File & Folder Management Operations🧭Real-Time Sync🧭Permission Sets
🧭Connecting External Storage Accounts🧭Automations
Document Sharing
Setup & Configuration
Account Setup
🧭Branding🧭Link Defaults🧭Compliances🧭Viewer Customisation
🧭Setup Wizard🧭License Management🧭Usage
Features
🧭File and Folder Sharing🧭Link Settings and Security🧭Dataroom Management🧭Engagement & Analytics🧭Automations
Document Generation
Setup and Configuration
🧭Document Generation Setup Wizard🧭Adding Widget to Record Page🧭CloudFiles Office Add-In setup🧭Account Setup🧭License Management🧭Usage Dashboard
Features
Design Studio
🧭Microsoft Office Add-In🧭How to build a template🧭Formatting Options
Data Orchestration
HubSpot Data Access
🧭Supported HubSpot Objects🧭Supported HubSpot Field Types
Template-Resources
🧭Record Single Variable🧭Record Collection Variable🧭Runtime Variable🧭Recipients
Template-Actions
Word DocX Template Actions
🧭Insert Field🧭Insert Picture🧭Insert Table🧭Insert Loop🧭Insert Condition🧭Insert Link🧭Document Title🧭Insert Form Field
Excel Template Actions
🧭Insert Field🧭Insert Table🧭Document Title
PPT Template Actions
🧭Insert Field🧭Insert Picture🧭Document Title
🧭Template Control Center
Generating Documents
🧭Manual Document Generation🧭Automate Document Generation using HubSpot Workflows
eSignature Integration
🧭DocuSign Integration (Setup)🧭DocuSign Field Integrations
Tutorials
📘Automated Folder Hierarchies📘Automated Internal Notifications📘Auto Create Contacts from File Views📘Collecting sensitive documents📘Collect anonymous analytics on documents📘Custom File Analytics Dashboard📘Data Consent and Privacy Notice📘Document approval process📘E-mail Attachment Tracking📘File Portals for Sales & Service teams📘File Upload Portal for clients📘Mirror Deal Folder to Contacts Automatically📘Move Files from HubSpot Forms to External Storage📘Selective File collection portal📘Selective Sub-Folder Sharing📘Send secure collaterals using Email Verification
Admin, User & Account
User-related
🧭What is an Integration/System user?🧭Inviting Users and Managing Licenses in the CloudFiles App
Account-related
🧭Doc Management Settings
Doc Sharing Settings
🧭Custom Branding & Domain
License & Billing Settings
🧭Subscription Plans
Other Account Settings
🧭Working with Multiple CloudFiles Accounts🧭Permanently Delete Your Account
🧭What are Automation Credits?
Partnerships
Getting Started
🧭How to Apply🧭Portal Registration🧭Testing Referral Link🧭Earning Commissions
CloudFiles Partner Portal
🧭Portal Guide🧭Commission Payouts
Co-Marketing Resources
Product Overview
🧭Document Management🧭Document Sharing🧭Document Generation
🧭Common Use Cases🧭Why Choose CloudFiles
Easy to Sell
🧭Target Customers
🧭Partner Resources
FAQs
❓In how much time do commissions reflect in the portal ?❓Customer Has Already Installed CloudFiles❓Customer Has Already purchased CloudFiles❓Can I Get a List of Converted Customers?❓Which Payout Methods Are Supported?
Use-Cases
🧭Capture contacts from CloudFiles leads in HubSpot🧭Request sensitive files from clients into external storages🧭Ungated analytics for collateral in HubSpot email campaigns
FAQs
Product
❓What is an 'Automation User' and how does it work?❓How to connect external storage from HubSpot record?❓How to go to the CloudFiles App Dashboard?❓How to replace files directly from HubSpot❓Supported Objects in CloudFiles & HubSpot Integration
Billing
❓Can I purchase multiple types of licenses?❓Which HubSpot tiers does CloudFiles work with?❓How to apply promotion codes?
Troubleshooting
🔧Attachments not visible in the CloudFiles widget despite having an active license🔧Common Errors in HubSpot🔧Error: “License is required” when clicking Add in the CloudFiles dialogue box🔧Error "Something went wrong" when clicking the Add button in the CloudFiles dialog box🔧Error: “Woops, we stumbled upon an error” when clicking Add in the CloudFiles dialogue box🔧Error: “You don't have access to CloudFiles actions in Workflows on your current plan”🔧HubSpot workflow not triggering even after multiple views🔧How to debug HubSpot Workflows?🔧How to disconnect & reconnect CloudFiles to HubSpot Account🔧I cannot see SharePoint sites in HubSpot content library dialog🔧I cannot see the CloudFiles widget in HubSpot🔧Why does it say 'Connect Google Drive' after connecting SharePoint?🔧How to collect console logs using browser inspector
CloudFiles Help

HubSpot

Everything for the CloudFiles marketplace app.

Quick Starts

Install and get started with CloudFiles for HubSpot fast

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Workflow Actions

Every CloudFiles action for building HubSpot workflows

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Workflow Triggers & List Filters

Trigger workflows and filter lists on CloudFiles events

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Document Management

Access, organise, and manage external storage files inside HubSpot

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Document Sharing

Create secure, branded share links and track engagement

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Document Generation

Build templates and generate documents from HubSpot CRM data

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Tutorials

Step-by-step guides for common CloudFiles use cases in HubSpot

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Admin, User & Account

Manage users, accounts, settings, and licensing

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Partnerships

Join and grow with the CloudFiles Affiliate Partner Program

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Use-Cases

See how teams solve real file workflows with CloudFiles

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FAQs

Answers to common questions about the CloudFiles HubSpot app

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Looking for a machine-readable index of these docs? See llms.txt.