App Card

the app card connects your external storage platforms with hubspot records it integrates with storage such as google drive, sharepoint, onedrive, box, dropbox, and aws s3 the app card appears in an existing or newly created tab in the middle section of a hubspot record once configured, the app card displays linked files and folders and allows users to perform file and folder operations directly within hubspot this article explains the key functions and features of the app card, including select file/folder button – details on browsing and selecting files or folders to associate with a record associating files and folders – how to link selected resources to hubspot records browsing and navigation – how to view and move through folder structures from within the app card file and folder actions – available management operations such as open, share, rename, delete and more select file/folder button after the app card is added to a record, the select file/folder button becomes visible selecting this option opens the content library, which displays all files and folders stored in the connected storage platform from this interface, users can browse existing content, upload new files, and move files within folders associating files and folders within the content library, select the file or folder to be linked with the hubspot record after selecting the desired resource, use the "add to \[hubspot object]" option to associate it with the app card the associated file or folder appears within the app card and remains connected for access and management browsing and navigation when a folder is associated with the app card, its contents, including subfolders and files, are displayed directly in hubspot if the folder has multiple hierarchy levels, users can move between the main folder and subfolders using the breadcrumb navigation the folder structure in the app card reflects the structure of the connected storage platform you can also search for the file stored in the folder using the search functionality file and folder actions after files and folders are linked to the app card, various operations are available for managing them for folders , users can open them in the connected storage platform, rename, share, delete, or add them to a dataroom files can also be uploaded using the upload files button, and new folders can be created using the create folder option folder level sharing analytics are accessible within the app card more details on folder related operations can be found here for files , users can preview, share, download, rename, replace, move, or delete them file level analytics are also available to track sharing activity more information on file related operations is available here sync and connection management the app card includes synchronisation and connection management options the sync button updates the displayed content to match the latest data from the connected storage users can disconnect existing associations or connect new files and folders as required the app card provides a method for linking and managing external files and folders from within hubspot records it supports quick navigation, synchronisation, and file management actions without requiring users to leave the hubspot interface