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ATTACH, SECURE, SHARE, TRACK, AUTOMATE
ATTACH FILES & FOLDERS
Access & attach from any cloud storage onto HubSpot records
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.
- Dialog to pick & attach files from cloud to HubSpot
- Works with folders as well as datarooms
- 2-way sync with latest version of asset
FILE SECURITY
Enable various security settings on file's sharing link
Add download control, expiry settings, password protection, email collection or authentication on file links. Update links with a single click anytime.
- Disable download, pre-set expiry, add password etc...
- Collect, autheticate or restrict emails & domains
- Update settings right from HubSpot records anytime
DETAILED ANALYTICS
Get detailed & drilldown document analytics on the records
All analytics is pushed back to associated records. Marketers can enable email walls to auto-create contacts and push analytics on the timeline.
- Enable email wall on links to collect emails
- Contacts created & analytics is pushed on the timeline
- Check pagewise & drill-down analytics right on the record
VIEW TRIGGERS
Automate & report using document view events
Use custom view, link and attachment triggers in workflows & lists. Get team & content consumption reports using standard HubSpot functionality.
- Event triggered on file view, link creation & attachment
- Analytics properties available for refinement
- Use with HubSpot functionality such as workflows & lists
WORKFLOW ACTIONS
Auto-create attachments & links with custom app actions
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.
- Attach files & folders or create links automatically
- Update link slug in record properties for use in templates
- Chain various workflow actions to create business automations
EASY TO SETUP, EASY TO USE
Access & Track files in HubSpot within 2 minutes
01
INSTALL APP
02
ACCESS WIDGET
03
SHARE & TRACK
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
Secure & track proposals for faster conversion
Share proposals as secure links from any record. Replace easily with two-way sync. Track pagewise analytics to score & anticipate leads better.
Qualify better leads through accurate engagement metrics
Use reading time on PDFs / PPTs rather than email opens / clicks to qualify leads. Associate collateral with Campaigns. Get analytics on contact records.
Consolidate files & share as single link for faster service
Associate files, folders or datarooms from multiple libraries to HubSpot records. Configure security & share right from HubSpot.
Use view, link & attachment triggers & actions for automations
Use CloudFiles' triggers to score & segment your leads. Use filters & properties for more control. Use workflow actions to automate sharing processes.
Add chatbot on your documents for instant conversion
Enable your prospects to chat with you while reading the document. Solve doubts and convert faster with interactivity controls on the document.
Add tracking code on document viewer for ungated tracking
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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