Connect Your CRM With CloudFiles

connecting your crm with cloudfiles can provide a smooth integration solution for both hubspot and salesforce crm platforms, providing businesses with secure file sharing and enhanced analytics capabilities in this article, we'll explore the steps required for integrating cloudfiles with crm platforms, both salesforce and hubspot connect salesforce step 1 install cloudfiles from appexchange to begin, log in as a salesforce admin and access the cloudfiles listing on the salesforce app exchange click 'get it now' and follow the prompts for installation in either production or sandbox environments during installation, choose 'install for admins only' to manage permissions efficiently and approve third party access for a smooth setup complete the installation by clicking on next step 2 setup permission set cloudfiles provides 3 pre packaged permission sets admin user for comprehensive access, standard user for non admin tasks, and external user for community users ensure your salesforce user has admin permission by navigating to setup > permission sets, selecting cloudfiles admin user, managing assignments, and adding users as needed step 3 setup cloudfiles account set up the cloudfiles app within salesforce using the app launcher refer to the installation guide docid\ fv1sn qekhvsae njyp6y for cloudfiles salesforce integration for detailed steps and screenshots for the installation connect hubspot you can find cloudfiles on the app marketplace which can be added through the standard app installation procedure for setup, go to cloudfiles in the hubspot marketplace click on "connect," log in with your hubspot administrator account, and then click "connect app" to finish the installation after installation, you'll be redirected to the cloudfiles web app with hubspot onboarding then, in your hubspot account, use the cloudfiles widget effortlessly within contacts, companies, deals, or tickets for further information, refer to the installation guide for cloudfiles hubspot integration docid\ qujo9oe45yj7xa9kguygg