# Quick Starts

Learn how to integrate CloudFiles with HubSpot using this comprehensive document. It offers an installation guide and three quick start guides to help you master the integration. Discover how to use file and folder actions, workflows, and the CloudFiles widget.

> Kind: Quick start · Updated: Jul 8, 2026

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 various quick starts to become an expert with the integration.

Installation guide for CloudFiles HubSpot Integration: This article 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.

Quick Starts By Product - These articles talk about various CloudFiles product capabilities with detailed screenshots.

- Doc Management Quickstart: Using cloudfiles as a connector to external storages such as Google Drive, SharePoint etc...
- Doc Sharing Quickstart: Using CloudFiles for file sharing and analytics in HubSpot by creating sharing links, configuring security settings, and tracking file performance.
- Doc Generation Quickstart: Generate one-click on-brand documents with templates created in native microsoft / google editors.
- Doc Automations Quickstart: 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: 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: This article covers how CloudFiles enhances sales & service functions such as managing files from records, sharing as portals, collecting files etc...
- Admin Quick Start: This quick start talks about the various settings that the CloudFiles Admin has control over.