Adding an App Card on the Record Page

the cloudfiles app card integrates with hubspot to make managing files and folders easier it allows you to link your storage libraries, such as sharepoint / google drive / onedrive / box / dropbox or even aws s3, directly to your hubspot records once linked, you can perform essential actions like renaming, sharing, downloading, or previewing content this article explains the following configuring the app card in this section, you’ll learn how to add the cloudfiles app card to your hubspot records linking a folder to the card in this section, we’ll guide you through connecting specific folders or files to the app card for access working with linked folders in this section, you’ll discover the operations you can perform on connected files and folders directly within the card unlinking the folder in this section, we’ll explain how to disconnect a folder or file from the cloudfiles app card while keeping it safe in your storage library now, let’s get into each section in detail 1 configuring the card the cloudfiles app card allows you to easily manage and share files directly within your hubspot records follow these simple steps to integrate the widget into your hubspot navigate to any hubspot record and click on "customise view" located in the top right corner from the menu, select "default view" click the "+" button to create a new tab or add the widget to the existing tab assign a name to the tab if any for example, you can name it "cloudfiles" for easy identification click on the "+" button again to open the card library and select cloudfiles next, click on "add card" to add the widget to the existing/ new tab follow the steps given below in the gif 2 linking a folder to the app card once you've set up the card, the next step is to link it to a folder this will allow you to access and manage specific files or folders directly within your hubspot records follow these simple steps to complete the process open the hubspot record where you want to link the folder locate the cloudfiles tab that you added in the previous step or in the existing tab click on "select folder/file " a dialogue box will appear here, you can browse and select the desired library, folder, or file you want to link select the folder or file, and the contents will instantly start appearing in your card follow the steps given in the gif by linking a folder to the card, you can quickly view and access its contents, streamlining your workflow and improving productivity with everything in one place, managing files within hubspot becomes much more efficient 3 working with linked folders linked folders in the widget are designed to be user friendly and efficient once a folder is connected, you can perform various actions directly from the app card to manage your files and folders effectively here's an overview of the available options for linked folders, you will have the following options open in google drive/sharepoint/other storage library quickly open the folder in your connected storage service share generate a shareable link to access all the contents of any folder as a whole rename change the name of the folder as needed delete permanently remove the folder from the linked storage add to dataroom directly add the folder to the dataroom disconnect unlink the folder from the card while keeping it intact in your storage library for individual files, you can access the following options open in google drive/sharepoint/other storage library open the file in your storage provider for additional actions download save a local copy of the file to your device preview view the file without downloading it share create a shareable link for any file rename edit the file name directly from the widget replace swap the current file with another while maintaining the folder structure add to dataroom directly add the file to the dataroom move change the file's location within the storage library delete permanently remove the file from the linked storage disconnect unlink the file from the app card while keeping it intact in your storage library with these options, you can manage your files and folders within the a 4 unlinking the folder if you no longer need a folder or file linked to the widget, you can easily unlink it follow these steps to disconnect navigate to the app card or open the connected folder within the card locate the "disconnect" button click on the button to unlink the folder or file once unlinked, the folder or file will no longer appear in the app card, but it will remain intact in your storage library more resources on cloudfiles hubspot integration if you’re looking to learn more about using cloudfiles with hubspot, there’s a wealth of articles and videos available to guide you cloudfiles offers powerful features and integrations that simplify document sharing and automation in addition to folder creation and connection, as demonstrated above, you can share files securely with clients and team members enable advanced security features like password protection or email verification collect detailed analytics on shared files, including views and engagement use flow components to fully automate document related processes, saving time and effort these features ensure an efficient workflow, making cloudfiles an essential tool for managing documents within hubspot the cloudfiles connected folder widget is supported only for the four primary hubspot objects for more details, check out the documentation on docid 0 jxre4fegylqjxugh67n