Sales & Service Users Quick Start

hubspot sales & service hubs are built for the respective teams you can run various business operations such as deal & ticket management, one on one emailing, customer portals, automations etc using these products cloudfiles integrates with many of these features, providing hubspot sales & service users easy ways to manage, share & collect files in hubspot each of the sections below provides a brief overview of a key hubspot sales / service use case that is enabled using cloudfiles each section also links to other articles that cover features in detail here is a quick summary of what all is covered in this article file & folder management on records connecting to external storages & performing file & folder operations from hubspot records both manual and automated collecting list of documents using hubspot forms or cloudfiles datarooms with automations to create custom collection processes sharing marketing documents & getting analytics basic doc sharing capabilities from records and supported automations sharing sales & service documents securely security settings available on the sharing links to make your sharing & collection more secure sharing documents via hubspot customer portals using portals along with cloudfiles sharing links to create personalized sharing experience generating sales/ service documents creating proposals, agreements and operational documents manually or automatically using hubspot workflows each section below talks about these use cases in detail and links to other useful articles check the what's next section at the bottom to see where to go from here file & folder management on records cloudfiles enables both manual as well as automated file & folder management from hubspot records this includes browsing your connected storages (including google drive, sharepoint, cloudfiles storage etc ) from records, associating files & folders to records and performing various operaions such as upload, creating folders, preview, download etc from the record itself to do these operations manually, check out the doc management quickstart docid\ w6s fizgvmylcbqkzeyms for more details on the widgets available on the records, check the cloudfiles connected folder widget docid\ jov229clzat5fp3 diyxw article we have various tutorials available that talk about automated folder creation & management processes as well you check our tutorial on automated folder hierarchies docid\ wibugkepspw09epmru7t3 to undertsand how to auto create folders and sub folders on record creation / update the tutorial on mirror deal folder to contacts automatically docid\ kz1srh3 svcb8x5sotzwj talks about how to make a parent folder visible on all child records collecting list of documents document sharing is a two way street while you might be sharing docs, you might also be collecting docs in various ways clients might be sending you documents through emails, uploading them on forms etc with cloudfiles you can unify your document collection using various techinques if you are already collecting documents using hubspot forms, you can check out the article on move files from hubspot forms to external storage docid\ lgyssxpivghxbzldminzp to automatically move & organize your files dataroom file request blocks in cloudfiles can be used to collect files and automatically push them to a specific folder in an external storage of your choice for details on using the dataroom & file collection feature manually, refer to our article on dataroom management in hubspot docid\ cpvavaoo4a7ef 8mnej80 you can auto create datarooms and auto add file request block(s) to them with custom destinations using cloudfiles workflow actions our tutorial on collecting sensitive documents docid\ z81laerhbapmqjq0ka6wj talks about this use case in the most basic form you can also create highly customized collection portals e g selective file collection portal docid\ yag6m8drztcvehovyi3td talks about an automation through which you can decide which file requests to add based on manual selection in a checklist document approval process docid\ c03q k03se9kbh8htv0lg talks about setting custom approval processes with client communication when uploads happens file upload portal for clients docid\ np3oc5g18zxm5pjwdgm5t talks about setting up a self updating dataroom so that clients can access the files that they upload sharing marketing documents & getting analytics sales and service teams might need to share many marketing documents from a common marketing library cloudfiles enables this by allowing library browsing & sharing from records for more details, check out our quick start on doc sharing from records quickstart docid\ sxh607jxiumsan8prhmnz additionally, you can also create file portals for sales & service teams docid\ isz2l1lwieulv bo9zmld and edit them individually on records while maintain a single link of sharing this provides a great option for sharing hybrid marketing as well as personalized material to individual contacts you can also setup automated internal notifications docid 0uv6jp5flgzwhhh5wsohz when file view, upload events happen, thus reducing turnaround time for your team sharing sales / service documents securely while the above sections talk about more generic sharing that is applicable to any external stakeholder, sales & service teams usually need more secure sharing since they deal with confidential data cloudfiles allows various security settings on it's links you can apply expiry, passpower protection and email walls you can enable email authentication and setup an allow / block list as well you can read about these in the articles on file link security using hubspot docid\ o0ka3zsilqvgleai56a1v as well as send secure collaterals using email verification docid\ tr fh hthrnq2r6p8fcw1 sharing documents via hubspot customer portals in the various tutorials and articles referred above, the automations talk about how the sharing link can be copy pasted in a property you can use these properties woth your customer portal pages to setup personalized sharing for your portal users additionally you can also leverage the cloudfiles api https //help cloudfiles io/api reference for your own custom built pages generating sales/ service documents sales & service teams often need to generate personalised proposals, agreements, onboarding documents invoices and operational documents using hubspot data cloudfiles document generation enables teams to create such documents directly from hubspot records using pre defined templates for more details, check out our quick start on doc generation quickstart docid\ yashbev0ydafq68jqxsm0 templates can include hubspot properties, associated records, images, tables and conditional sections documents can then be generated manually https //help cloudfiles io/hubspot/manual document generation from hubspot records or automatically from hubspot workflows https //help cloudfiles io/hubspot/automate document generation using hubspot workflows generated documents can also be stored in connected cloud storages, shared securely using cloudfiles sharing links or sent for signature through cloudfiles esignature integration docid\ dsscmyj9rel8zqo9hylqf what next? you can go back to the quick starts docid\ bqlllfo5o41gvlvubujlb article and check out our other quick starts on marketing / cms users or the product wise quick starts 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