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 -

Installation guide for CloudFiles HubSpot Integration

Quick start for file connector in HubSpot

Quick start for file sharing & analytics in HubSpot

Quick start for file automations in HubSpot

Quick Starts

HubSpot

Using the CloudFiles widget on HubSpot records

Associating files, folders or datarooms to records

Dataroom Management in HubSpot

Using content library inside HubSpot

File Link Sharing from HubSpot

File link security using HubSpot

Adding HubSpot tracking code for better website integration

Document analytics in HubSpot

File automations with HubSpot

Manage user, account & admin features for HubSpot users

Features

Ungated analytics for collateral in HubSpot email campaigns

Request sensitive files from clients into external storages

Capture contacts from CloudFiles leads in HubSpot

Use-Cases

Create Folder Action

Create Attachment Action

Get Attachment Details Action

Share Attachment Action

Update Link Settings Action

Copy File Action

Create Dataroom Action

Add to Dataroom Action

Delete Dataroom Action

Move HubSpot Files Action

Search in Storage Action

How to get the folder, drive, site ID etc... required for automations?

Setting up parameters for Actions in HubSpot workflows

Workflow Actions

Using file viewed event to automate tasks using CloudFiles

How to Automate Processes with CloudFiles?

Creating Automations with File Viewed Event

Trigger workflow and filter contacts on File views in HubSpot

Workflow Triggers & Filters

How to connect external storage from HubSpot record?

How to go to App Dashboard from HubSpot Record?

Automation User for HubSpot

How to replace files directly from HubSpot

Product

Which HubSpot tiers does CloudFiles work with?

Billing

HubSpot workflow not triggering even after multiple views

How to disconnect & reconnect CloudFiles to HubSpot Account

I cannot see the CloudFiles widget in HubSpot

Troubleshooting

FAQs

Table of Contents