Tutorials

E-mail Attachment Tracking Dashboard For Marketers - In this tutorial, we have explained how e-mail attachments sent through mass HubSpot campaigns can be tracked and reported on using the CloudFiles - HubSpot Integration.

Collect anonymous analytics on publicly shared documents in HubSpot using CloudFiles - In this tutorial, we have explained how you can publicly share PDFs and other documents stored in any cloud storage across various marketing channels through HubSpot - CloudFiles integration.

Automated Folder Hierarchies for Managing External Files from HubSpot - In this tutorial, we'll guide you on creating automated folders and sub-folders in any external storage directly from any HubSpot record using CloudFiles-HubSpot Integration.

Collecting sensitive documents in a compliant way using HubSpot with an external storage system - In this tutorial, we will guide you to create a document collection portal for sensitive documents in a compliant way using HubSpot-CloudFiles integration.

Sharing File Portals with Analytics From HubSpot Using CloudFiles - In this tutorial, we explain how you can share file portals through HubSpot - CloudFiles integration.

Setting up a document approval process in HubSpot - In this tutorial, we explain how you can create a document approval process within HubSpot using HubSpot-CloudFiles integration.

Create a Client Document Portal in HubSpot with CloudFiles - In this tutorial, we explains how to create a self-updating document portal HubSpot-CloudFiles integration.

Send secure collaterals from HubSpot using Email Verification - Learn to securely share marketing materials from HubSpot using CloudFiles, with options for email verification and automated workflows. This tutorial covers manual and automated methods to generate, secure, and track file-sharing links for smooth distribution.

Enable Data Consent and Privacy Compliance for File Views with CloudFiles - This tutorial guides you in enabling data consent and privacy compliance in CloudFiles, ensuring transparency with users.

Automatically Capture HubSpot Contacts from File Views - This tutorial shows how to capture HubSpot contacts automatically when files are viewed using CloudFiles' Soft-Gated and No-Gate methods.

Track File View Analytics with CloudFiles Custom Object - In this tutorial, we will explore how to create and use the CloudFiles custom object in HubSpot to track and analyze file views.

Automate Email Notifications to your Internal Team when a File is uploaded in HubSpot - In this tutorial, you'll learn how to notify your team by generating links for files uploaded to HubSpot using the HubSpot-CloudFiles integration, making it easier to manage and track file distribution within your team.

Automate Deal Folder and Subfolder Creation with Selective Folder Sharing in HubSpot - In this tutorial, we'll show you how to automatically create folders in external storage and share links to subfolders from a HubSpot record using the CloudFiles-HubSpot Integration.