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Why Traditional CRM File Management Falls Short?
Keeping files organised in HubSpot is hard. It slows teams down and makes everyday work more frustrating.
1. Inefficient File Management Across Systems
Basic file operations like uploading, moving, renaming, or deleting may require switching between HubSpot and external storage platforms, slowing you down and breaking workflow.
2. Limited Integration with External Storage Solutions
HubSpot doesn't integrate with services like Google Drive or Dropbox, so syncing files between platforms requires manual effort.
3. Organizational Difficulties
Without a well-defined folder structure and consistent naming conventions, the File Manager can become cluttered, making it difficult to locate specific assets.
4. Limited Access Controls
While you can restrict folder access for teams, you can't set permissions for individual files. This can be problematic when trying to secure sensitive documents
5. Lack of Automation for File Management
HubSpot does not currently offer built-in automation for creating folders or gain insights when a file is viewed/downloaded
File Management That Belongs in HubSpot
Connect cloud storage, organize files, and power up workflows with a library built for teams that move fast.
Access External Libraries
Access your cloud storage using the content library. Browse folders and find files without leaving HubsSpot.
- Access 100% of your cloud files through a single embedded library view.
- Browse all connected content without leaving contact, deal, or ticket records.
- Instantly locate the right content with familiar folder structures and native search.
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Real-Time Sync
CloudFiles Content Library syncs your external drives with HubSpot, showing the latest content without file duplication.
- 6+ storage platforms supported including Google Drive, SharePoint & AWS S3
- 100% real-time reflection of changes across cloud and HubSpot
- 0 file duplication thereby ensuring your CRM always references the most current version.
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Permission Control
Manage access with built-in controls synced across users, storage, and HubSpot.
- 100% user-based security by mirroring Google Drive or SharePoint permissions.
- Instant updates with real-time sync of external permission changes.
- Automate permission updates via HubSpot workflows for 10x faster setup.
- Only licensed users can view the CloudFiles widget and attached documents.
Content Management
Manage files and folders directly within HubSpot. Preview content and open items in their original cloud locations.
- Easily manage files by uploading, renaming, previewing, and deleting within HubSpot.
- Open in cloud to view the file or folder in its original platform with one click.
- Create folders in any connected cloud drive directly from the Content Library.
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Lyka
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Taxolution Advisory LLC
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We Are Here
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HubSpot
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D&S Car Wash Supply
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Neighbourhood
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Architecture Social
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Trion properties
"CloudFiles is the best document tool for HubSpot! It’s intuitive, provides deep viewing analytics, and outperforms HubSpot's native file tools with precise tracking."
John Wu
Tenet Technologies
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