Siddarth Garg is co-founder and head of growth at CloudFiles. A software developer turned business developer who loves reading epic fantasies, eating good food, and talking about quantum physics!

In this episode, Sid talks through real examples of the challenges customers face when trying to use separate file systems for documents related to their HubSpot deals.

Celebrating over 500 CloudFiles installations on HubSpot in the first 18 months, Sid has many examples of the typical file-related problems customers need to solve. Sid shares several of these in this episode.

A great example is the insurance company with deals that happen over several months, with many related files. A much simpler solution became a single link they could share with the customer, where all files related to a deal are easily managed in Google Drive.

While it’s common to find customers using tools like Zapier to associate files with deals, HubSpot plus Zapier becomes a 1+1 = 3 solution which is much simpler to use and manage.

Often customers have files spread across different systems, and adopting HubSpot files is not really an effective solution for deal-related files. So customers must decide on a file strategy that can be automated and easily implemented through HubSpot and CloudFiles.

A popular feature, which Cloudfiles added in mid-2022 following discussions with HubDo Podcast host Pete Nicholls, was the addition of nine custom HubSpot Workflows actions. These allow much file-related automation, without the need for HubSpot Operations Hub, during the lifecycle of a deal.

Take a listen to Sid’s great examples of problems solved using Cloudfiles for HubSpot.

Episode Highlights:

1. 04:19 reached 500 Installs today!
2. 06:10 ideal customers for CloudFiles
3. 08:43 Financial company replaced Zapier solution for shared access for executors
4. 10:47 “now, we want a single link for our clients”
5. 12:00 How native HubSpot is simpler than Zapier
6. 13:44 We have often seen there’s a bunch of internal file management that the client has to do first
7. 14:16 The need to decide on an internal file management strategy
8. 16:58 When HubSpot+Cloudfiles 1+1 = 3. Easier to adopt than HubSpot files
9. 19:25 Many different file storage. DropBox, mostly Sharepoint & Google drive.
10. 21:01 Custom Workflow Actions, now 9 file automations!

About Cloudfiles

Secure File sharing, tracking & automation for Business. CloudFiles lets you access your existing document libraries and create powerful links for your files & folders. You can collect analytics, add security & perform all sorts of automation in HubSpot

Handy Links for more information about CloudFiles

https://www.cloudfiles.io/blog/32-ways-of-integrating-hubspot-with-google-drive

https://www.cloudfiles.io/blog/cloudfiles-an-alternative-to-hubspot-documents

Case Study: https://www.cloudfiles.io/blog/case-study-with-architecture-social

Connect with Siddarth Garg & Cloudfiles:

Live chat: http://cloudfiles.io

Cloudfiles on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/371088/cloudfiles

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.