# How the File CRM works

> Connect your library, describe your process in plain English, and get records that sync with HubSpot.

*How it works*

## Three steps, no *migration*

Your files stay exactly where they are.

## From files to records

### 1. Connect

Connect your library

Link SharePoint or Google Drive. Nothing moves, nothing gets copied out.

### 2. Describe

Describe your process

Tell it what you track today, in plain English. It maps that to fields, statuses and views.

### 3. Sync

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.

## Want this for your team?

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

[Get your File CRM Blueprint](/file-crm/get-your-blueprint)