Security

Your files never leave SharePoint or Drive

The File CRM reads structure, not custody.

Files stay in your own SharePoint or Google Drive. Permissions set there are respected, not replaced.

What syncs to HubSpot is structure: status, fields, and a link back to the file, not the file itself.

No. Files stay in your library. HubSpot gets the record: status, fields and a link back to the file.

Whatever permissions you've already set in SharePoint or Drive still apply. Nothing is opened up.

Right now, records sync from your library into HubSpot. Writing back to your library is the direction we're building toward, not something shipping yet.

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