Quick Starts

Installation guide for CloudFiles HubSpot Integration

3min
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 once installed, you will be directed to the cloudfiles web app with hubspot onboarding instructions simply come back to your hubspot and head over to any contact, company, deal or ticket record to locate and start using the cloudfiles widget in case you don't see the widget on any of your records, check out our faq on i cannot see the cloudfiles widget in hubspot docid 5oqxxdlciccjve3spdxaf to get started quickly, we provide 3 quick start guides that talk about incrementally advanced features refer to these guides in sequence to become a hubspot cloudfiles integration expert quick start for file connector in hubspot docid\ w6s fizgvmylcbqkzeyms talks about accessing external or uploaded files and folders from hubspot records and associating them to the records for later access quick start for file sharing & analytics in hubspot docid\ vteszlyno2u5vl1r7ryht talks about file and folder sharing by creating a link, configuring it's settings and viewing it's analytics all from the hubspot record quick start for file automations in hubspot docid\ hgreslekgxxy5q2qnswch talks about some automation capabilities in context of the connector and sharing features discussed in the 2 quick starts above once you are done with these, refer to the list of categories and articles on the left sidebar or our web app documentation to drill down into your needs and find the right answers quickly check the info below if you want to talk to us meet with us we offer free consultations and our team is available 24x7 to answer queries book a call chat with us we usually reply pretty quickly on chat we also have a gpt bot trained on all our resources see bottom right see bottom right email us we are quick to reply on emails leave us a message on the below address support\@cloudfiles io support\@cloudfiles io call us pick up the phone and simply call our office to get your queries answered faster +1 646 632 2826 +1 646 632 2826