Quick Starts

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This category consists of a few articles that can help you get started with the CloudFiles - HubSpot integration very easily. Simply install the app using the installation guide and then use the 3 quick starts to become an expert with the integration.

1

Installation guide for CloudFiles HubSpot Integration : This section outlines the installation steps for the CloudFiles HubSpot integration, including how to install the app from the HubSpot Marketplace and access the CloudFiles widget in HubSpot records.

2

Quick start for file connector in HubSpot : This section outlines how to use CloudFiles as a file connector in HubSpot, detailing installation, accessing the widget, connecting to the content library, and managing files and folders linked to HubSpot records.

3

Quick start for file sharing & analytics in HubSpot : This section covers using CloudFiles for file sharing and analytics in HubSpot, detailing how to create sharing links, configure security settings, and track file performance.

4

Quick start for file automations in HubSpot : This section details CloudFiles' automation capabilities in HubSpot, including creating folders and attachments, automating sharing links and settings, and using engagement events for further process automation.