CloudFiles - Document Management, Sharing & Generation
CloudFiles is the all-in-one document platform for HubSpot, built to help generate docs, manage external storages, share files with clients, & extract data from uploads without leaving HubSpot. It brings together 4 tools, all integrated with HubSpot records & workflows.Quick Start LinksCloudFiles comes with 14-days free trial. To get started, install it using the 🔗 installation guide, then visit any of these quick starts -🔗 Doc Management Quick Start - Connect external storages to HubSpot records and automate files & folder management🔗 Doc Sharing Quick Start - Share files with clients, collect analytics and create datarooms to collect files🔗 Doc Generation Quick Start - Create on-brand documents using Microsoft / Google based templates🔗 Marketing & CMS Quick Start - Best practices to generate file analytics & consume using HubSpot reports🔗 Sales & Service Quick Start - Best practices to automate external file & folder management in HubSpotBrief Product OverviewsCloudFiles brings together 4 document tools in HubSpot. Visit the product quick starts above for quick steps on how to see it in action in your own HubSpot instance.Document Management - Connect cloud storage (Google Drive, SharePoint & more) and manage files/folders directly from HubSpot. Automate folder creation, organize uploads, and streamline document workflows.Document Sharing - Share files and folders from HubSpot using secure, branded, and trackable links. Control access, collect documents, and trigger workflows based on file engagement — all from the record view.Document Generation - Create templates with HubSpot data and publish them inside HubSpot. From any record, instantly generate ready-to-use proposals, agreements, or contracts in DOCX or PDF.(Coming Soon) Document AI - Using advanced OCR and document intelligence, you can extract key information from any document, summarize and analyze content, split files, and trigger workflows — all without leaving the HubSpot record.Built for HubSpot TeamsCloudFiles helps marketing, sales & service teams perform better by making documents more accessible & insightful. Visit the team quick starts above for various strategies used by our top customers.Analytics for Marketers - Share collateral on website, social media, ads or send it using bulk / sales emails. Collect emails & analytics in HubSpot, segment & score using automations and create reports & dashboards to generate insights.Automation for Sales & Service executives - Generate on-brand docs, manage external storages from HubSpot records, automate folder & file operations and share as well as collect files from your customers.Here are a few more useful links - **All Quick Starts, Explore Use-Cases, Video Playlist, Book a call with Experts**“CloudFiles made file sharing seamless in HubSpot — with automated folders, tracking, and a smooth onboarding experience.” ⭐⭐⭐⭐⭐ – Lauren Goldman, Senior Manager, PwC Australia
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Outlook Calendar
Connect your calendar to HubSpotThe Office 365 Calendar two-way integration with HubSpot allows you to simultaneously log a meeting in your CRM, create a calendar event for that meeting, and send invites to meeting guests. Additionally, if you create a meeting event in Office 365 Calendar with a HubSpot contact, the event will appear on their contact record timeline.Use your calendar with HubSpot meetingsWith the meetings tool, you can connect your calendar with HubSpot, then your prospects can book a time that works for both of you, without the back-and-forth of email.
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