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The documents tool
for HubSpot

Access & associate files & folders to HubSpot records. Create secure sharing links and collect analytics.
Automate using workflow actions, triggers & list filters.

Safeguard
Graylog
VBA
Chemstation
MooreBarlow

Associate

Access two-way synced cloud drives from any HubSpot records and associate files, folders or datarooms for easy access & management

2-way sync with all cloud storages

Live two-way sync with SharePoint, OneDrive, Google Drive, Box, Dropbox, Amazon AWS S3 and HubSpot file storage. Or use CloudFiles’ offered storage to maintain content library

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EXTERNAL STORAGES

Share

Create & configure sharing links for files, folders and datarooms. Use your own custom logo & domain for a wholesome brand experience

Share files as well as folders

1-click creation of publicly shareable, non-editable links that render any type of file or folder in the browser itself. Keep the shared files and folders in sync with the internal file, removing the need for multiple attachments.

FILES AS WELL AS FOLDERS

Analytics

Collect detailed and drill down analytics that is pushed on and accessible from associated HubSpot records to pre-empt client queries

Views, downloads, time spent etc..

Collect all types of details when prospects and clients view the documents. Drill down into individual users and sessions for a more thorough understanding. Page-wise analytics to pre-empt client’s interests and streamline follow-ups.

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VIEWS, DOWNLOADS, TIME SPENT ETC..

Automate

Variety of touchpoints to streamline and customize the app for your business needs without even a single line of code

Workflow actions

Variety of modular workflow actions that work with external cloud storages. Chain together to achieve even the most complex and customized use-case. Examples include create folder, copy files, create sharing link and many more…

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WORKFLOW ACTIONS

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Install in your HubSpot account or book a personalized demo

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