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 for HubSpot 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 -

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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