File CRM

The File CRM for HubSpot

Your files become structured records inside HubSpot, with statuses, fields and views, not just attachments.

Attachments have no status, no fields, no folders. That breaks down the moment a deal or a client file needs to be tracked, not just stored.

The File CRM turns your SharePoint or Drive files into real HubSpot records, built around how your team already works.

Core

See how it works

Three steps, from connected library to synced records.

A worked example: schema, screens and rollout plan.

Problem and trust

What an attachment can't do today.

Where your files live, and what actually syncs.

Use cases

Contracts and proposals as tracked deal records.

Client folders as applicant records.

Property and transaction folders as records.

Answer a few questions and get a free, personalized Blueprint.