Using the CloudFiles widget on HubSpot records
The CloudFiles widget is available on the right sidebar of all contact, company, deal and ticket records. We are also exploring possibility of adding this widget onto custom objects in HubSpot. The widget works exactly the same way on all the records.
In case you don't see the widget on any of your records, check out our FAQ on I cannot see the CloudFiles widget in HubSpot.
The widget provides an Add button and a CloudFiles hyperlink (for admins). Clicking on the Add button can open up the content library dialog through which you can access all your files and folders from within the HubSpot record. You can upload, create folders, move files through this dialog.
You can also associate these resources with the CloudFiles widget for later access. The association tile (attachment) provides a list of resource related operations in the Actions dropdown as well.
The graphic below shows both the content library dialog and the association process. Refer to the next articles for more detailed information.
Attach resources to records
Associate resources
