This is a 2-min guide to quickly connect your File Library from Google Drive, OneDrive, SharePoint, Box or Dropbox to HubSpot records by logging into your file management app through CloudFiles.
CloudFiles provides a detailed user interface to login to these services and instantly sync files, attach them to records, download & upload them from records, create sharing links, get analytics and do much more right from HubSpot.
To connect your libraries, go to any of your contact / company / deal / ticket record and follow these steps
Step 1. Access CloudFiles Widget on HubSpot Record
CloudFiles widget is available on all standard HubSpot records. To access the widget go to any contact, company, deal or ticket record. Locate the widget on the right sidebar. Sometimes the widget might be down at the bottom. You can always drag it to the top for easy access.
Once you locate the widget, click on the Add button. This will open up the CloudFiles content library dialog box where you can start connecting your file libraries.
In case you don't see the CloudFiles widget on your contact / company / deal / ticket records, check out this troubleshooting article.
In case you don't see the widget on either of these records, the it's possible that the CloudFiles app is not added to your sidebar. The admin needs to customize the sidebar in such cases. See this troubleshooting guide if you face this issue.
Step 2. Pick your library(s)
You can hide / unhide the libraries that you want to see. Click on the gear icon on top left & unhide only the libraries that you want to connect with. Once you are happy with the selection, close the library picker using the cross icon on top.
CloudFiles offers a default storage space on Amazon AWS S3. You can choose to disable this library as well if you only want to use your own google drive / Onedrive / Sharepoint etc.. for files.
Step 3. Login to your library(s)
Click on any of the library you selected. E.g. below we clicked on Google Drive. Clicking on the Connect button will open a new tab with standard the google authentication process. Once authenticated, the tab will close you will go back to your HubSpot page where the files will instantly start showing up.