ATTACH, SECURE, SHARE, TRACK, AUTOMATE
ATTACH FILES & FOLDERS
Connect Google Drive, OneDrive, SharePoint, Box or Dropbox. Access live files on any HubSpot record instantly. Files are 2-way synced and always up-to-date.
Add download control, expiry settings, password protection, email collection or authentication on file links. Update links with a single click anytime.
All analytics is pushed back to associated records. Marketers can enable email walls to auto-create contacts and push analytics on the timeline.
Use custom view, link and attachment triggers in workflows & lists. Get team & content consumption reports using standard HubSpot functionality.
All the functionality is exposed as pre-packaged workflow actions in Hubspot. Use the API to further customize the processes as per your business logic.
EASY TO SETUP, EASY TO USE
Click on 'Install' button on HubSpot marketplace to install the app into your HubSpot account
Click on Add button in the widget to instantly see your cloud storages from HubSpot records
Create a sharing link, add security and start tracking analytics within minutes, all within HubSpot
MANY TOUCHPOINTS, DEEP INTEGRATION
Share proposals as secure links from any record. Replace easily with two-way sync. Track pagewise analytics to score & anticipate leads better.
Use reading time on PDFs / PPTs rather than email opens / clicks to qualify leads. Associate collateral with Campaigns. Get analytics on contact records.
Associate files, folders or datarooms from multiple libraries to HubSpot records. Configure security & share right from HubSpot.
Use CloudFiles' triggers to score & segment your leads. Use filters & properties for more control. Use workflow actions to automate sharing processes.
Enable your prospects to chat with you while reading the document. Solve doubts and convert faster with interactivity controls on the document.
Enable smart identification that can check the visitor's HubSpot cookie and associate document view directly to the contact without an email wall.
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