CloudFiles

About CloudFiles

CloudFiles makes file sharing easy. It supercharges your files with enterprise-grade security, deep analytics & powerful automations. With this app, you can streamline your sales pipeline & improve your conversion ratio. Cloudfiles enables sales with a simple set of feaures - File Upload & Link Generation: Once the administrator has installed the app form the HubSpot Marketplace, files can be uploaded through the CloudFiles widget that appears on the right sidebar of deal/contact/company page. Files can be imported form a variety of sources such as Google drive, OneDrive, Box, HubSpot etc. Link Security through ID Validation: Links can be generated from the "Get Link" file action. Link security settings enable setting soft and hard ID validation. With soft validation, your clients must enter an email to access the file. With hard validation, they must login form an email to view the file. Detailed and insightful Analytics: CloudFiles provides a hierarchical view of all file accesses. You can view the total number of views, downloads, time spent and page-by-page analytics. You can further drill down to individual users & sessions. File Viewed Event for Automations: CloudFiles supercharges your automations. The CloudFiles "File Viewed" event is a powerful construct that can integrate with your HubSpot timeline, workflows and lists to create streamlined processes. You can configure this event based on view count, file name, time spent and more... Reliability & Convenience through Cloud Copy feature: With Cloud Copy, administrators can connect an external cloud storage of your choice. CloudFiles creates a mirror copy of all uploaded files in a neat hierarchy on your storage. You can share access to this storage with non HubSpot users in your company to view the files. CloudFiles is now integrated with HubSpot and Salesforce, your teams do not have to go outside their CRM to deal with their file sharing needs

Key Features

• ✓Two-factor Authentication
• ✓Sales enablement
• ✓HubSpot integration
• ✓Workflow Automation
• ✓Salesforce integration

Frequently asked questions