The Hubspot-CloudFiles integration enables a host of file related use-cases in HubSpot that were not previously possibly. Read on to understand the most common ones on this page...
AN AUTOMATION-FIRST APP
CloudFiles offers a variety of HubSpot list filters, workflow triggers and workflow actions that can together create automated implementation for each of the use-cases mentioned -
CloudFiles addresses a number of file related pain points for sales, marketing as well as service teams using HubSpot.
Access latest content easily from any HubSpot record. Associate files and folders for later use. Use analytics to improve follow-ups and conversions. Automate processes using workflows.
Generate leads and gather analytics on existing leads for better qualififcation. Push data into HubSpot and use workflows & lits for better reporting.
Consolidate libraries and access from the right HubSpot records. Share files and folders as datarooms and receive files from clients and automate HubSpot processes.
CloudFiles provides live, 2-way synced access to various cloud drives. You can associate files & folders on HubSpot records & go into your cloud drives for editing instantly with a single click. You can automate the creation and association as well using HubSpot workflow actions provided by CloudFiles.
CloudFiles enables you to create powerful external sharing links on top of files & folders in cloud drives. You can set security settings on these and collect analytics right from HubSpot records. individual workflow actions provide automation support for these as well.
TRACKING & REPORTING
CloudFiles offers various features useful for email marketing, post-form submission content distribution as well as tracking source of leads. This enables you to collect personalized tracking and create reports even without gating the content.
File sharing is a two-way street. CloudFiles allows you to even request files from your customers using the file request features. You can transfer these files to any cloud drive and even trigger workflows to perform actions when files are received.
You can contact us through a variety of ways. Tell us your use-case in advance for a speedy implementation.
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Check out the following pages for a variety of other things that are possible using CloudFiles