Table of Contents

in this section of the knowledge base, you can find a number of articles around the functionality available in the cloudfiles hubspot app much of this functionality is exposed through standard hubspot components such as widgets on records, workflow actions and triggers, list filters, timeline activities etc the hubspot knowledge articles are organised in following categories use the left sidebar to navigate quickly among the articles quick starts docid\ bqlllfo5o41gvlvubujlb this category includes articles to help you get started with the cloudfiles hubspot integration it provides an installation guide to set up the app from the hubspot marketplace, followed by quick start guides for the three core products document management, document sharing and document generation, along with automations using hubspot workflows to help you make the most of each capability additionally, role based guides are available for marketing, sales & service and admin users to get up and running based on their specific needs workflow actions docid lcxevxtrj3zqq407nsry this section covers all cloudfiles workflow actions available in hubspot, enabling you to automate file and folder management, dataroom creation, document generation, attachment handling, file sharing and permission management directly from your hubspot workflows workflow triggers & list filters docid\ dg8p6iyo15mzvfgh16qil this section covers cloudfiles events, properties, workflow triggers, and list filters in hubspot it includes guidance on using document interaction events such as file views, uploads and attachments to trigger workflows, leveraging cloudfiles properties for automation across contacts, companies, deals and tickets, and filtering lists based on document engagement metrics document management docid\ qrusp236qbwxfs7utg7tx this section covers everything you need to get started with the document management product in hubspot it includes guides on connecting external storage platforms such as google drive, sharepoint, and onedrive, configuring storage settings, managing user access and licenses and using features like record widgets, content library, and workflow automations to manage files directly from hubspot records document sharing docid 8trhotxyw1jh wams3rh7 this section covers the document sharing product in hubspot, which allows teams to create secure sharing links for files and folders directly from hubspot records without moving content out of their original storage it includes setup and configuration guides for account setup, the setup wizard and license management, as well as features covering link security, branding, analytics and sharing related automations document generation docid\ eajpbjdopugirwtx69yj9 this section covers the document generation product in hubspot, which allows teams to generate and automate documents using hubspot crm data, with support for microsoft word, excel and powerpoint it includes setup and configuration guides for connecting your account, adding the widget and managing licenses, as well as features covering template based document creation, dynamic data merge and docusign integration for e signatures tutorials docid\ e3ovwvqap ea0dcztaexu this section includes step by step tutorials for common cloudfiles use cases in hubspot, covering automated folder hierarchies, document collection portals, file sharing, email attachment tracking, contact creation from file views, document approval processes, analytics dashboards and more admin, user & account docid\ sogf jm6xsn9vjkxtbh7i this section covers all admin, user, and account related topics for cloudfiles in hubspot, including managing users, roles, licenses, and invitations, as well as account settings such as subscription management, branding, custom domains, hubspot integration setup, automation credits, and account deletion partnerships docid\ b8v42xs2c t0qk zz2mj6 the partnerships section helps hubspot partners understand how to promote cloudfiles affiliate partner program, manage referrals, track commissions and access sales enablement resources use cases docid\ wv5ywf zo7c ggqtoy qv this section highlights common file related use cases for sales, marketing, and service teams in hubspot that go beyond standard functionality, including capturing contacts from document views, requesting sensitive files from clients into external storage, and collecting ungated analytics on collateral shared in email campaigns faqs docid\ devyhjhwjowpi65yixsrb this section covers frequently asked questions on the cloudfiles hubspot integration, including topics on connecting external storage, hubspot compatibility, billing, and troubleshooting common issues such as workflow triggers, content library errors, and widget related problems