Document Management
Setup & Configuration
Connecting External Storage Accounts
6 min
cloudfiles allows you to connect external storage platforms directly to hubspot, making it easier to access, manage, and organize your documents from a single place by connecting your preferred storage accounts, you can view and work with files without switching between multiple platforms this article walks you through how to connect external storage accounts in cloudfiles, including google drive, sharepoint, and onedrive supported storage platforms cloudfiles supports integration with multiple external storage providers, including google drive sharepoint onedrive dropbox box hubspot microsoft teams you can connect one or more of these storage platforms based on your requirements the connection process is similar across all supported providers accessing the libraries section to begin connecting a storage account from the left hand sidebar in cloudfiles, navigate to document management → libraries click on the cloudfiles tab under libraries you will see a list of available storage platforms that can be integrated with hubspot select the storage platform you want to connect and follow the corresponding steps steps to connect google drive go to "document management → libraries" from the left menu select google drive as the library source click connect google drive on the google sign in screen, choose the google account you want to connect to cloudfiles review the sign in confirmation and click continue on the permissions screen, review the access cloudfiles is requesting click allow to grant access to your google drive once connected, you’ll be redirected back to cloudfiles your google drive folders will now be visible under my drive steps to connect sharepoint go to document management → libraries from the left menu select sharepoint as the library source click connect sharepoint on the microsoft sign in screen, choose the account you want to connect to cloudfiles enter your credentials and password after successful authentication, you’ll be redirected back to cloudfiles your sharepoint folders will appear under all sites and followed sites in the libraries section steps to connect onedrive go to document management → libraries from the left menu select onedrive as the library source click connect onedrive on the microsoft sign in screen, choose the account you want to connect to cloudfiles enter your credentials and password once the connection is complete, you’ll be redirected back to cloudfiles your onedrive folders will now be available under all files by connecting external storage accounts to cloudfiles, you can centralize document access directly within hubspot and streamline your document management process you can follow similar steps to connect other supported storage platforms such as dropbox, hubspot, and microsoft teams once connected, all your files remain accessible from the libraries section, making it easier to manage documents across multiple storage providers from a single interface
