CloudFiles

What is CloudFiles?

CloudFiles is a powerful file sharing solution that seamlessly integrates with your existing cloud storage providers, enabling you to access and manage your files directly within your CRM. With its robust set of features, CloudFiles revolutionizes how you handle file sharing, security, and automation, ultimately streamlining your sales processes and enhancing your conversion rates

Highlights

• File Sync: Access and manage your files from popular cloud storage platforms like Google Drive, OneDrive, SharePoint, Box, and Dropbox, all within the CloudFiles native app or your HubSpot account
• Document Security: Enhance the security of your file links with customizable settings, including download restrictions, expiration dates, and authentication requirements
• File Viewer Interactivity: Elevate the user experience by adding white-labeling and chatbot functionality to your shared documents
• Page-wise Analytics: Gain detailed, drill-down insights into how your files are accessed, including view counts, download statistics, and time spent on each page
• Document Automations: Leverage the "File Viewed" event to seamlessly integrate document analytics into your HubSpot and Salesforce workflows and lead segmentation strategies.