CloudFiles Doc Sharing capabilities can be used in various ways.
- Sales & service users prefer operating from HubSpot records such as deals & tickets on a daily basis. They can use the doc sharing capabilities from the records themselves using the CloudFiles App Card and Sidebar Widget.
- Marketing teams prefer to have a unified view of their entire content library, create multiple links for their collateral pieces, distribute these links through emails & website & then collecting reportable analytics. For these users, using the CloudFiles Web-App Dashboard is the ideal way to enjoy the doc sharing capabilities.
In order to properly utilize this quick start, first decide whether you need it for sales / service users (i.e. from records) or for marketing users (i.e. from a dashboard). You might need both. Based on your decision, go to one of the following articles -
- Doc Sharing From Records Quickstart - Useful for sales & service team who want to share & collect analytics from HubSpot records.
- Doc Sharing From Dashboard Quickstart - Useful for marketing teams who want a consolidated view of files & analytics.
By referring the correct article, you will get a complete understanding of how to use the app for you use-case.
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