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.

Learn how to seamlessly integrate HubSpot with CloudFiles in this informative document. Discover how the web app's features can be accessed through the HubSpot app, and gain valuable insights on utilizing the CloudFiles widget on HubSpot records. Find out

Quick start for file automations in HubSpot

Features

Using the CloudFiles widget on HubSpot records

HubSpot

Installation guide for CloudFiles HubSpot Integration

Quick start for file connector in HubSpot

Quick start for file sharing & analytics in HubSpot

Quick Starts

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

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

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

Workflow Actions

Using file viewed event to automate tasks using CloudFiles

How to Automate Processes with CloudFiles?

Creating Automations with File Viewed Event

Trigger workflow and filter contacts on File views in HubSpot

Workflow Triggers & 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

What are Automation Credits?

Connect Your HubSpot With CloudFiles

Working with Multiple CloudFiles Accounts

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

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