Introduction
CloudFiles brings external file storage directly into HubSpot, allowing teams to access, organise, and manage documents without leaving the CRM. These are the document management features provided by CloudFiles.
- Record Widgets: Record Widgets integrate external storage platforms with HubSpot records, allowing users to access and manage files, folders, and datarooms directly from records.
- Content Library: The Content Library allows users to access and manage files from connected external storage within HubSpot, with real-time synchronisation and permission handling.
- Connecting External Storage Accounts: CloudFiles supports connecting external storage platforms such as Google Drive, SharePoint, OneDrive, Dropbox, and Microsoft Teams.
- Automations: CloudFiles workflow actions allow document-related tasks to be executed automatically within HubSpot workflows, such as creating folders and linking documents to records.