Features
Some articles around the various features of the HubSpot - CloudFiles integration. You can also refer to the web app tab of this knowledge base for more information. Almost all the features available in the web app are exposed through the HubSpot app.
Using the CloudFiles widget on HubSpot records : This section describes the CloudFiles widget in HubSpot records, allowing users to access the content library, manage files, and associate resources directly from the sidebar.
Using content library inside HubSpot : The section describes the CloudFiles Content Library in HubSpot, which allows users to manage files, folders, and datarooms through a sidebar widget, enabling uploads, associations, and organization with various cloud storage options.
File Link Sharing from HubSpot : The section describes CloudFiles link sharing features in HubSpot, including secure links for files, folders, and datarooms, with options for analytics and viewer settings. It distinguishes between preview and view links, and outlines management options for teams.
File link security using HubSpot : The section details security features for CloudFiles links in HubSpot, including link activation, password protection, download restrictions, and email verification.
Document analytics in HubSpot : The section details how CloudFiles tracks document engagement metrics like views and downloads in HubSpot, accessible via an analytics modal and manageable through HubSpot records and automations.
File automations with HubSpot : This section describes how CloudFiles enables automation in HubSpot through workflow actions, triggers from file interactions, and synced properties for non-contact records, enhancing sales and marketing processes.
Manage user, account & admin features for HubSpot users : This section describes the two profile types in CloudFiles: user accounts, which can upload and share files, and admin accounts, which manage users and integrations. Admin features are accessed through CloudFiles' independent app from within HubSpot.
