CloudFiles Document Management helps businesses 

manage, organize and access files directly inside HubSpot

 while keeping content connected with external storage platforms such as Google Drive, SharePoint, OneDrive, Dropbox, Box, AWS S3, Azure Blob Storage

 allow users to access and manage files directly from HubSpot records through the 

. These widgets support associating files, folders and datarooms within HubSpot records

Users can perform actions such as previewing, downloading, renaming, replacing and sharing without leaving HubSpot.

 through Mirror Storage. Any changes made in external storage platforms are automatically reflected inside HubSpot, ensuring users always work with the latest version of files and folders. This helps eliminate duplicate storage and reduces the need for manual updates.

 operations directly inside HubSpot. Users can preview, download, rename, replace, move, share and delete resources while maintaining the connection to the original storage platform.

CloudFiles supports permission handling using both 

. This ensures users only access the files and folders they are authorised to view or manage. Changes made in external storage permissions are automatically reflected inside HubSpot. To learn more check 

CloudFiles workflow actions help businesses automate document management processes within HubSpot workflows.

Teams can automatically create folders, attach files to records, move resources, update permissions, copy files, and organize content based on CRM activity and workflow triggers. To learn more, check  

CloudFiles Document Management supports a wide range of business processes inside HubSpot, including deal and account file management. To explore common business scenarios and implementation examples, refer to the article- 

Document Management

Document Sharing

Document Generation

Product Overview

HubSpot

Installation guide for CloudFiles HubSpot Integration

Doc Management Quickstart

Doc Sharing From Records Quickstart

Doc Sharing From Dashboard Quickstart

Doc Sharing Quickstart

Doc Generation Quickstart

Doc Automations Quickstart

CMS & Marketing Users Quick Start

Sales & Service Users Quick Start

Admin Quick Start

Quick Starts

Add to Dataroom Action

Copy Resource Action

Create Attachment Action

Create Dataroom Action

Create Folder Action

Delete Attachment

Delete Dataroom Action

Delete Resource Action

Generate Document Action

Get Attachment Details Action

Get Resource Property Action

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

Move HubSpot Files Action

Move Resource Action

Share Attachment Action

Update Link Settings Action

Update Resource Permissions Action

Update Resource Action

Workflow Actions

All CloudFiles Events

All CloudFiles Properties

Filtering Lists

Workflow Triggers

Workflow Triggers & List Filters

Adding an App Card on the Record Page

Account Setup

Setup Wizard

Connecting External Storage Accounts

License Management

Usage

Setup & Configuration

Record Widgets

Content Library

Automations

Features

File and Folder Sharing

Link Settings and Security

Dataroom Management

Engagement & Analytics

Document Generation Setup Wizard

Adding Widget to Record Page

CloudFiles Office Add-In setup

Usage Dashboard

Setup and Configuration

Design Studio

Data Orchestration

Template Control Center

Generating Documents

eSignature Integration

Automated Folder Hierarchies

Automated Internal Notifications

Auto Create Contacts from File Views

Collecting sensitive documents

Collect anonymous analytics on documents

Custom File Analytics Dashboard

Data Consent and Privacy Notice

Document approval process

E-mail Attachment Tracking

File Portals for Sales & Service teams

File Upload Portal for clients

Mirror Deal Folder to Contacts Automatically

Move Files from HubSpot Forms to External Storage

Selective File collection portal

Selective Sub-Folder Sharing

Send secure collaterals using Email Verification

Tutorials

What is an Integration/System user?

Inviting Users and Managing Licenses in the CloudFiles App

User-related

Doc Management Settings

Doc Sharing Settings

License & Billing Settings

Other Account Settings

What are Automation Credits?

Account-related

Admin, User & Account

How to Apply

Testing Referral Link

Earning Commissions

CloudFiles Affiliate Partner Program

Portal Guide

Commission Payouts

Partner Portal

Common Use Cases

Why Choose CloudFiles

Easy to Sell

Partner Resources

Co-Marketing Resources

In how much time do commissions reflect in the portal ?

Customer Has Already Installed CloudFiles

Customer Has Already purchased CloudFiles

Can I Get a List of Converted Customers?

Which Payout Methods Are Supported?

FAQs

Partnerships

Capture contacts from CloudFiles leads in HubSpot

Request sensitive files from clients into external storages

Ungated analytics for collateral in HubSpot email campaigns

Use-Cases

What is an 'Automation User' and how does it work?

How to connect external storage from HubSpot record?

How to go to the CloudFiles App Dashboard?

How to replace files directly from HubSpot

Supported Objects in CloudFiles & HubSpot Integration

Product

Can I purchase multiple types of licenses?

Which HubSpot tiers does CloudFiles work with?

Billing

Attachments not visible in the CloudFiles widget despite having an active license

Common Errors in HubSpot

Error: “License is required” when clicking Add in the CloudFiles dialogue box

Error "Something went wrong" when clicking the Add button in the CloudFiles dialog box

Error: “Woops, we stumbled upon an error” when clicking Add in the CloudFiles dialogue box

Error: “You don't have access to CloudFiles actions in Workflows on your current plan”