How to replace files directly from HubSpot
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.
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.
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.
- Navigate to the CloudFiles widget, and find the file you wish to replace.
- Click on actions and then choose replace.
- Now Choose the new file to be uploaded. It can be chosen from the files existing in your CloudFiles content library or you could Choose a file from your local computer.
Change the security settings of the Link if required and Voila your file has now been replaced.
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.
