Quick Starts
Installation guide for CloudFiles HubSpot Integration
4 min
steps to install cloudfiles is available on the app marketplace and can be installed using the standard app installation process in order to install the app, you only need to follow some quick steps go to cloudfiles's listing page https //ecosystem hubspot com/marketplace/apps/sales/sales enablement/cloudfiles on hubspot marketplace (or just search 'cloudfiles' on the marketplace) click the "connect" button on top right of the page (or click on this link ) this will open up the hubspot login page login with you hubspot administrator account following page will be shown click the "connect app" button to finish installation now that cloudfiles is installed in your hubspot, you can start using it to get started quickly, we provide various quick start guides that talk about incrementally advanced features refer to these guides in sequence to become a hubspot cloudfiles integration expert quick starts by product these articles talk about various cloudfiles product capabilities with detailed screenshots doc management quickstart docid\ w6s fizgvmylcbqkzeyms using cloudfiles as a connector to external storages such as google drive, sharepoint etc doc sharing quickstart docid\ vteszlyno2u5vl1r7ryht using cloudfiles for file sharing and analytics in hubspot by creating sharing links, configuring security settings, and tracking file performance doc generation quickstart docid\ yashbev0ydafq68jqxsm0 generate one click on brand documents with templates created in native microsoft / google editors doc automations quickstart docid\ hgreslekgxxy5q2qnswch this articles details cloudfiles' automation capabilities using workflow actions, segment filters, triggers etc quick starts by role these articles talk about various cloudfiles capabilities in context of specific types of hubspot users cms & marketing users quick start docid\ xewoq66zs p95ng3zhbb0 this article covers how cloudfiles enahances marketing tasks such as hosting files on website, sending in bulk emails, behind hubspot forms etc sales & service users quick start docid\ ih5jadc4t76gjrtlxct09 this article covers how cloudfiles enhances sales & service functions such as managing files from records, sharing as portals, collecting files etc admin quick start docid 8670kgt5hr8va nkzempx this quick start talks about the various settings that the cloudfiles admin has control over once you are done with these, you can also go to the features docid\ ooy6guoi905qco8wtn1vb section explore the features in detail or head over to the tutorials docid\ e3ovwvqap ea0dcztaexu section to learn how to build various use cases using cloudfiles to talk to us, you can email us at support\@cloudfiles io or chat with us using the chat bubble at the bottom right of the screen