Integrating CloudFiles with HubSpot allows for secure file sharing and enhanced analytics. To set up CloudFiles with HubSpot, install it from the HubSpot Marketplace, connect your HubSpot Administrator account, and complete the setup. After installation, the CloudFiles widget becomes available within your HubSpot account for use in contacts, companies, deals, or tickets.

This integration simplifies file management within your CRM. For more details, please refer to the 

What are Automation Credits?

Connect Your HubSpot With CloudFiles

Working with Multiple CloudFiles Accounts

HubSpot

Installation guide for CloudFiles HubSpot Integration

Quick start for file connector in HubSpot

Quick start for file sharing & analytics in HubSpot

Quick start for file automations in HubSpot

Quick Starts

Using the CloudFiles widget on HubSpot records

Associating files, folders or datarooms to records

Dataroom Management in HubSpot

Using content library inside HubSpot

File Link Sharing from HubSpot

File link security using HubSpot

Adding HubSpot tracking code for better website integration

Document analytics in HubSpot

File automations with HubSpot

Manage user, account & admin features for HubSpot users

Features

Create Folder Action

Create Attachment Action

Get Attachment Details Action

Share Attachment Action

Update Link Settings Action

Copy Resource Action

Create Dataroom Action

Add to Dataroom Action

Delete Dataroom Action

Move HubSpot Files Action

Move Resource Action

Delete Resource Action

Update Resource Permissions Action

Update Resource Action

Get Resource Property Action

How to get the folder, drive, site ID etc... required for automations?

Workflow Actions

File Viewed Event

Trigger workflow and filter contacts on File views in HubSpot

Workflow Triggers & List Filters

E-mail Attachment Tracking Dashboard For Marketers

Collect anonymous analytics on publicly shared documents in HubSpot using CloudFiles

Automated Folder Hierarchies for Managing External Files from HubSpot

Collecting sensitive documents in a compliant way using HubSpot with an external storage system

Sharing File Portals with Analytics From HubSpot Using CloudFiles

Setting up a document approval process in HubSpot

Tutorials

Integration or System User

User Registration and License Management on HubSpot

Managing Licenses and Roles in CloudFiles

Deleting a User from CloudFiles

User-related

Permanently Delete Your Account

CloudFiles: HubSpot Licensing and Pricing

Billing Management and Subscription Details

Custom Branding & Domain

Setting Custom Sub-Domain for your account

Account-related

Admin, User & Account

Ungated analytics for collateral in HubSpot email campaigns

Request sensitive files from clients into external storages

Capture contacts from CloudFiles leads in HubSpot

Use-Cases

How to connect external storage from HubSpot record?

How to go to App Dashboard from HubSpot Record?

Automation User for HubSpot

How to replace files directly from HubSpot

Product

Can I purchase multiple types of licenses?

Which HubSpot tiers does CloudFiles work with?

Billing

Common Errors in HubSpot

I cannot see SharePoint sites in HubSpot content library dialog

HubSpot workflow not triggering even after multiple views

How to disconnect & reconnect CloudFiles to HubSpot Account

I cannot see the CloudFiles widget in HubSpot

How to debug HubSpot Workflows?

Troubleshooting

FAQs