Introduction

Let's understand what the CloudFiles Replace Files feature does in HubSpot and how to use it?

CloudFiles is an integration first webapp to seamlessly share files using secure links on emails, messages or other digital media with clients, potential leads or to host content. The CloudFiles Integration with HubSpot allows you to use all the features of CloudFiles without ever leaving your HubSpot account.

What Does CloudFiles Replace Files Feature Do?

Many a times, there are last minute changes or new updates to be incorporated into your content, However the content links have already been shared with a number of recipients. In such cases it is recommended to use the CloudFiles Replace File feature to replace your files while retaining the functionality of the shared CloudFiles links. This feature does not affect your HubSpot Workflows and just updates the content.

Replace feature inside HubSpot

The replace feature works only on files that have been added to any contact. It does not work with a folder or dataroom. So, first ensure that the file has been added to any contact. Replace is offered on files stored in SharePoint. It is not offered on files stored in Google Drive.

  1. Navigate to the CloudFiles widget, and find the file you wish to replace.
  2. Click on actions and then choose replace.
  3. In the Replace file pop-up, drop the new version or choose it from your computer. The pop-up takes one local file at a time.

Animated: open Actions on a SharePoint file in the CloudFiles card, click Replace, and the Replace file pop-up accepts one file from your computer.

Change the security settings of the Link if required and Voila your file has now been replaced.

Upcoming Feature

Replacing files can be tricky at times as you loose track of the version history of the file. The Version Control feature is Coming Soon.

Sign up at CloudFiles to get notified when this feature become live.

Need help? Book time with our team of experts.