- Capture contacts from CloudFiles leads in HubSpot: CloudFiles in HubSpot improves lead generation by automatically creating contacts from document views, using soft-gating for email entry and no-gating for personalized links to prospects.
- Request sensitive files from clients into external storages: We have created an automated workflow to request files from customers via HubSpot deals and transfer them to Google Drive, with options for other cloud storages.
- Ungated analytics for collateral in HubSpot email campaigns: CloudFiles enables personalized file links via URL parameters, allowing detailed analytics collection in HubSpot without gating by simply modifying email template links.
Use-Cases
The HubSpot-CloudFiles integration enables a host of file-related use-cases for sales, marketing & service teams in HubSpot that are not possible using standard functionality. Read on to understand the most common ones on this page.