How it works
Three steps, no migration
Your files stay exactly where they are.
From files to records
Connect your library
Link SharePoint or Google Drive. Nothing moves, nothing gets copied out.
Describe your process
Tell it what you track today, in plain English. It maps that to fields, statuses and views.
Sync with HubSpot
Records stay in step with HubSpot as work happens. Two-way sync, in both directions, is the direction we're building toward, not something shipping today.
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