Associations

an association in cloudfiles refers to linking a file or folder from an external storage platform to a hubspot record when a file or folder is associated, it becomes visible either in the sidebar widget or the app card, depending on which interface is being used the associated resource remains connected to the hubspot record, ensuring that users can view, open, or perform file operations within hubspot while the original file continues to reside in its external storage platform this article talks about the following sections sidebar widget vs app card associations explains how associations differ in layout and features between the two interfaces file, folder, and dataroom association describes the types of resources that can be linked to hubspot records single and multiple associations outlines how users can associate one or several files or folders based on need cross library associations covers linking content from multiple storage platforms to a single hubspot record sidebar widget vs app card association cloudfiles supports creating associations through two different interfaces, the sidebar widget and the app card both connect external files or folders to hubspot records, but they differ in layout and functionality true 203,203,203 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type both interfaces create the same type of file or folder association the choice between them depends on where the user prefers to view and manage linked content within the hubspot record file, folder, and dataroom association cloudfiles supports three types of associations depending on the type of resource a file association connects an individual document, such as a pdf, spreadsheet, or presentation, to a hubspot record the linked file can be opened, previewed, shared, or updated directly within hubspot a folder association connects an entire directory from an external storage platform this allows users to access multiple files and subfolders through the app card or sidebar widget, depending on configuration a dataroom association links a preconfigured/configured cloudfiles dataroom to a hubspot record datarooms may contain a collection of files, folders, or request blocks organized for sharing or tracking each type of association provides direct access to its contents within hubspot and maintains a live connection to the external storage source single and multiple associations cloudfiles allows both single and multiple associations depending on the record’s requirements in some cases, users may only need to link a single file or folder to a hubspot record for example, attaching a single contract document to a deal this type of association is simple and best suited for records that reference one key document in other cases, users can create multiple associations to link several files, folders, or datarooms to the same record for instance, a company record might contain multiple proposals, reports, or shared folders from different team members or departments multiple associations provide flexibility and make it possible to maintain several linked items under the same hubspot record cloudfiles supports both scenarios, and users can choose the appropriate method based on their data management needs cross library associations cloudfiles supports cross library associations, allowing files and folders from different connected storage platforms to be linked to the same hubspot record through the content library, users can access all integrated storage platforms such as google drive, sharepoint, onedrive, box, dropbox, or aws s3 and select files or folders from any of them for example, a user can associate one file from google drive and another from sharepoint to the same hubspot record this flexibility ensures that records can contain relevant materials from multiple storage systems without requiring manual consolidation cross library associations work in both the sidebar widget and the app card thus, associations in cloudfiles establish a direct link between external files or folders and hubspot records