If you have recently installed CloudFiles from the 

CloudFiles listing on HubSpot marketplace

, you will see the CloudFiles widget on the right side of your HubSpot records - deal, contact, company or tickets.

Before you proceed further, scroll the entire right sidebar to make sure the CloudFiles widget was not missed out.

If it is not visible, check out the upcoming steps -

The same steps are to be repeated with "company", "deal" and "ticket" respectively, if you wish to find CloudFiles in those records. Contact your HubSpot Admin, if you are unable to see these settings for your authorization level. If the problem still persists.

Need help? Book time with our team of experts.

Learn how to locate and make the CloudFiles widget visible on HubSpot records like deals, contacts, companies, and tickets. Follow simple steps in the HubSpot dashboard settings to customize the right sidebar and add the CloudFiles card. If you still can'

How to disconnect & reconnect CloudFiles to HubSpot Account

I cannot see the CloudFiles widget in HubSpot

HubSpot

Installation guide for CloudFiles HubSpot Integration

Quick start for file connector in HubSpot

Quick start for file sharing & analytics in HubSpot

Quick start for file automations in HubSpot

Quick Starts

Using the CloudFiles widget on HubSpot records

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

Features

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

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

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

HubSpot workflow not triggering even after multiple views

Troubleshooting

FAQs