- What is an 'Automation User' and how does it work? This article explains how the Automation User powers document management automations in CloudFiles, including setup, permissions, and usage limits.
- How to connect external storage from HubSpot record? To connect external storage to HubSpot records, open the CloudFiles widget on any record, click "Add," select your library (Google Drive, OneDrive, etc.), and log in to sync your files for easy access within HubSpot.
- How to go to the CloudFiles App Dashboard? To access the CloudFiles App Dashboard from HubSpot, login, open any record, click the CloudFiles widget, and select "Go To CloudFiles."
- How to replace files directly from HubSpot: To replace files in HubSpot using CloudFiles, go to the CloudFiles widget, select the file, click "actions," and choose "replace" to upload a new file. This updates shared content without affecting existing links or workflows.
- Supported Objects in CloudFiles & HubSpot Integration: In this section, we have explained about the supported and unsupported objects in CloudFiles & HubSpot Integration.
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