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Salesforce HubSpot Developers Release notes
HubSpot Marketplace
Quick Starts
🚀Installation guide for CloudFiles HubSpot Integration🚀Doc Management Quickstart
Doc Sharing Quickstart
🚀Doc Sharing From Records Quickstart🚀Doc Sharing From Dashboard Quickstart
🚀Doc Generation Quickstart🚀Doc Automations Quickstart🚀CMS & Marketing Users Quick Start🚀Sales & Service Users Quick Start🚀Admin Quick Start
Workflow Actions
⚡Add to Dataroom Action⚡Copy Resource Action⚡Create Attachment Action⚡Create Dataroom Action⚡Create Folder Action⚡Delete Attachment⚡Delete Dataroom Action⚡Delete Resource Action⚡Generate Document Action⚡Get Attachment Details Action⚡Get Resource Property Action🧭How to get the folder, drive, site ID etc... required for automations?⚡Move HubSpot Files Action⚡Move Resource Action⚡Share Attachment Action⚡Update Link Settings Action⚡Update Resource Permissions Action⚡Update Resource Action
Workflow Triggers & List Filters
🧭All CloudFiles Events🧭All CloudFiles Properties🧭Filtering Lists🧭Workflow Triggers
Document Management
Setup & Configuration
🧭Adding an App Card on the Record Page🧭Account Setup🧭Setup Wizard🧭Connecting External Storage Accounts🧭License Management🧭Usage
Features
Record Widgets
🧭App Card🧭Sidebar Widget🧭Associations🧭File Operations🧭Folder Operations
Content Library
🧭Accessing the Library🧭File & Folder Management Operations🧭Real-Time Sync🧭Permission Sets
🧭Connecting External Storage Accounts🧭Automations
Document Sharing
Setup & Configuration
Account Setup
🧭Branding🧭Link Defaults🧭Compliances🧭Viewer Customisation
🧭Setup Wizard🧭License Management🧭Usage
Features
🧭File and Folder Sharing🧭Link Settings and Security🧭Dataroom Management🧭Engagement & Analytics🧭Automations
Document Generation
Setup and Configuration
🧭Document Generation Setup Wizard🧭Adding Widget to Record Page🧭CloudFiles Office Add-In setup🧭Account Setup🧭License Management🧭Usage Dashboard
Features
Design Studio
🧭Microsoft Office Add-In🧭How to build a template🧭Formatting Options
Data Orchestration
HubSpot Data Access
🧭Supported HubSpot Objects🧭Supported HubSpot Field Types
Template-Resources
🧭Record Single Variable🧭Record Collection Variable🧭Runtime Variable🧭Recipients
Template-Actions
Word DocX Template Actions
🧭Insert Field🧭Insert Picture🧭Insert Table🧭Insert Loop🧭Insert Condition🧭Insert Link🧭Document Title🧭Insert Form Field
Excel Template Actions
🧭Insert Field🧭Insert Table🧭Document Title
PPT Template Actions
🧭Insert Field🧭Insert Picture🧭Document Title
🧭Template Control Center
Generating Documents
🧭Manual Document Generation🧭Automate Document Generation using HubSpot Workflows
eSignature Integration
🧭DocuSign Integration (Setup)🧭DocuSign Field Integrations
Tutorials
📘Automated Folder Hierarchies📘Automated Internal Notifications📘Auto Create Contacts from File Views📘Collecting sensitive documents📘Collect anonymous analytics on documents📘Custom File Analytics Dashboard📘Data Consent and Privacy Notice📘Document approval process📘E-mail Attachment Tracking📘File Portals for Sales & Service teams📘File Upload Portal for clients📘Mirror Deal Folder to Contacts Automatically📘Move Files from HubSpot Forms to External Storage📘Selective File collection portal📘Selective Sub-Folder Sharing📘Send secure collaterals using Email Verification
Admin, User & Account
User-related
🧭What is an Integration/System user?🧭Inviting Users and Managing Licenses in the CloudFiles App
Account-related
🧭Doc Management Settings
Doc Sharing Settings
🧭Custom Branding & Domain
License & Billing Settings
🧭Subscription Plans
Other Account Settings
🧭Working with Multiple CloudFiles Accounts🧭Permanently Delete Your Account
🧭What are Automation Credits?
Partnerships
Getting Started
🧭How to Apply🧭Portal Registration🧭Testing Referral Link🧭Earning Commissions
CloudFiles Partner Portal
🧭Portal Guide🧭Commission Payouts
Co-Marketing Resources
Product Overview
🧭Document Management🧭Document Sharing🧭Document Generation
🧭Common Use Cases🧭Why Choose CloudFiles
Easy to Sell
🧭Target Customers
🧭Partner Resources
FAQs
❓In how much time do commissions reflect in the portal ?❓Customer Has Already Installed CloudFiles❓Customer Has Already purchased CloudFiles❓Can I Get a List of Converted Customers?❓Which Payout Methods Are Supported?
Use-Cases
🧭Capture contacts from CloudFiles leads in HubSpot🧭Request sensitive files from clients into external storages🧭Ungated analytics for collateral in HubSpot email campaigns
FAQs
Product
❓What is an 'Automation User' and how does it work?❓How to connect external storage from HubSpot record?❓How to go to the CloudFiles App Dashboard?❓How to replace files directly from HubSpot❓Supported Objects in CloudFiles & HubSpot Integration
Billing
❓Can I purchase multiple types of licenses?❓Which HubSpot tiers does CloudFiles work with?
Troubleshooting
🔧Attachments not visible in the CloudFiles widget despite having an active license🔧Common Errors in HubSpot🔧Error: “License is required” when clicking Add in the CloudFiles dialogue box🔧Error "Something went wrong" when clicking the Add button in the CloudFiles dialog box🔧Error: “Woops, we stumbled upon an error” when clicking Add in the CloudFiles dialogue box🔧Error: “You don't have access to CloudFiles actions in Workflows on your current plan”🔧HubSpot workflow not triggering even after multiple views🔧How to debug HubSpot Workflows?🔧How to disconnect & reconnect CloudFiles to HubSpot Account🔧I cannot see SharePoint sites in HubSpot content library dialog🔧I cannot see the CloudFiles widget in HubSpot🔧Why does it say 'Connect Google Drive' after connecting SharePoint?
Help/HubSpot/FAQ

Can I Get a List of Converted Customers?

Updated Jun 4, 2026· 1 min read

Currently, the Partner Portal does not provide access to a detailed list of converted customers or subscribed accounts. You can try reaching out to the CloudFiles to get more information on your referrals. We can share holistic anonymized information with the partners.

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Customer Has Already purchased CloudFiles
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Which Payout Methods Are Supported?