topic Re: Upload portal to request sensitive documents?? in Sales Integrations

Upload portal to request sensitive documents??

PJMcDermott — Mon, 21 Nov 2022 15:19:14 GMT

Law firm admin here,

Looking for a solution to enable us to:

1. request sensitive documents from client prospects

2. allow them to upload

3. alert us when docs have been uploaded

4. store them securely

5. find them (or a link to them) within the Deal record.

Can anyone make a recommendation?

Re: Upload portal to request sensitive documents??

SSukys — Mon, 21 Nov 2022 21:03:18 GMT

Hello @PJMcDermott!

Thanks for posting this. This is a cool problem to work through.

I am not familiar with the security standards for legal documents so forgive me if this is not what you would consider a secure storage.

One solution I came up with is to connect Hubspot with google drive using Zapier. The process would look like this.

You create a Google Drive folder titled, Client Uploads.
You create a Zap to monitor that Google Drive folder and alert you when a new file has been uploaded.
You instruct the clients to upload the files with a specific name to ensure Data Validation, ie all contracts are title "CONTRACT - Last Name, First Name"
You extract the string of the file name and search for a Deal in Hubspot
You find the deal and add either
1. A new attachment to the deal, which copies the deal into Hubspot and deletes it from the Google Drive Folder.
2. Add a link to a custom deal property that links to a folder for each specific client in Google Drive.

You can do some additional automations inside Zapier to clean this process up a bit, but hopefully this gives you a good starting point!

If I can help implement this or you need more help, please let me know!

Re: Upload portal to request sensitive documents??

PJMcDermott — Tue, 22 Nov 2022 20:32:18 GMT

Thank you @SSukys! This is so helpful. I really like it as a solution for this - and can also see using it as an onboarding solution for any company that needs to collect digital assets, files, etc. for new clients. Much appreciated.

Re: Upload portal to request sensitive documents??

karstenkoehler — Wed, 23 Nov 2022 05:01:11 GMT

Hi @PJMcDermott,

Have you looked at CloudFiles? It integrates with HubSpot and 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 automations in HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/cloudfiles

Best regards!

Re: Upload portal to request sensitive documents??

Shane_USG — Sun, 27 Nov 2022 06:17:24 GMT

I have also heard good things with some teams using FileInvite FileInvite | Data, Signature & Document Collection Software with Zapier to integrate with HubSpot.

Re: Upload portal to request sensitive documents??

almaojp — Mon, 28 Nov 2022 17:26:41 GMT

Hola @PJMcDermott,

Justo nos sucede lo mismo, nosotros somos una fintech y los documentos de nuestros clientes son sensibles, sobre todo los de B2B, la opción que dimos fue envíar un formulario donde ellos pudiesen cargar la información y esta llegase directamente al contacto dentro de husbpot; cada usuario de hubspot puede ver lo de sus clientes, entonces es lo que pudismo hacer hasta ahora

Si te interesa aplicarlo y no te queda claro como hacerlo, por favor hazme saber

Saludos!

Re: Upload portal to request sensitive documents??

DianaGomez — Mon, 28 Nov 2022 20:02:32 GMT

Hi @almaojp hope you are doing well 🙂

Thanks for sharing 🙂

Best,

Diana

Re: Upload portal to request sensitive documents??

kvlschaefer — Tue, 29 Nov 2022 14:18:37 GMT

Thanks for sharing this integration with us, @Shane_USG!

Re: Upload portal to request sensitive documents??

BrendanPfahlert — Sun, 04 Dec 2022 23:03:01 GMT

That's us! Brendan here from FileInvite - also a HubSpot admin so know both tools well.

FileInvite is best used when you know what information you want to request from someone. It's not file sharing like you get with cloud storage tools.

Our clients typically report getting information back 2 to 3 times faster than the same process via email or shared folder due to the ease of doing so for the person who has the documents.

You can build in internal workflows to accept and reject infomation. Get additional information and you can automate the renaming of files and convert documents to PDF, as well as automatically sync with cloud storage soluition so your team has access.

If using for onboarding you can setup templates to request the same "set" of documents from every new client.

You can connect FileInvite to Hubspot via Zapier, or just use the same UUID or a case file reference in both systems to allow for easy searching.

Everything is encrypted and we have SOC2 Type2 security. Feel free to sign up for a free trial today at www.fileinvite.com - let me know if you have any questions and I can step you through a typical use case.

Re: Upload portal to request sensitive documents??

SiddharthGarg91 — Thu, 02 Mar 2023 10:01:03 GMT

Thanks @karstenkoehler for the mention.

Hi @PJMcDermott and others, I am the co-founder at CloudFiles and we recently created a detailed article that solves this very issue for HubSpot users.

We have created a HubSpot workflow using CloudFiles actions that makes the following process possible. The video below is divided into 6 steps -

Create a new deal - We create a new deal called ‘File Request Demo’ which triggers a HubSpot workflow
Wait for the link to appear - After some time, a sharing link would appear on the deal. It takes some time because we need to wait for the workflow to finish execution.
Open link in new tab - We access this link in a new tab, just like a customer would open it.
Upload files - It shows an area to upload files where we upload a few files of any type
See uploaded files in HubSpot - The uploaded files are accessible from the deal record in HubSpot
See uploaded files in Google Drive - The uploaded files are transferred to Google Drive and are visible from their as well

Detailed steps on creating this workflow along with pricing info for this use-case can be found in this article.

It is important to note that there is a whole lot of customizability possible in this modular workflow. E.g. you can setup notifications when files are received, use any cloud storage at the backend, create a new folder for each client and dedicate it for the uploads etc... The article mentions these as well. Here's how the final workflow looks like.

Hope you all find this interesting & useful.

Happy sharing & receiving!

PS: For any spanish speakers, here's a spanish version of this article published by our partner @Marcosluqueolmo : https://cmospain.com/conectar-hubspot-con-un-gestor-documental-drive-sharepoint-dropbox-etc-el-gran-reto-a-resolver/

Re: Upload portal to request sensitive documents??

Marcosluqueolmo — Thu, 02 Mar 2023 11:33:35 GMT

Thanks for the mention @SiddharthGarg91

If anyone needs help with the implementation of Cloudfiles feel free to ask me.

Re: Upload portal to request sensitive documents??

kvlschaefer — Fri, 03 Mar 2023 12:25:46 GMT

Hi @Marcosluqueolmo and @SiddharthGarg91,

Thanks for sharing your app with the community!

Best,

Kristen

Re: Upload portal to request sensitive documents??

CGrove5 — Mon, 19 Jun 2023 14:27:49 GMT

I love Cloudfiles but it wont work for this solution. HubSpot is not HIPAA compliant and with Cloudfiles that documents remain in HubSpot aswell and you would need to manually delete them.

Re: Upload portal to request sensitive documents??

SiddharthGarg91 — Mon, 19 Jun 2023 14:30:54 GMT

Hi @CGrove5 , with the reply I posted above (using datarooms to collect files), they dont stay in HubSpot. They directly move to your respective Cloud Storage.

Re: Upload portal to request sensitive documents??

bluebar — Sat, 26 Oct 2024 05:30:27 GMT

Hi Karsten,

are the German provisions of the GDPR complied with?

Best regards

Re: Upload portal to request sensitive documents??

ChrisEustace — Mon, 19 May 2025 21:18:23 GMT

Hi @PJMcDermott,

As a law firm looking to securely request, store, and track sensitive client documents, Box Connector might be the solution you're looking for. It addresses all your requirements:

1. Request sensitive documents - Create secure request links that can be sent to clients

2. Allow uploads - Clients can securely upload directly to your encrypted Box repository

3. Alert on upload - Get notifications when documents are uploaded

4. Store securely - Enterprise-grade encryption and security that meets legal compliance standards

5. Find in Deal record - Documents or links appear directly in your HubSpot Deal records What makes Box Connector particularly valuable for law firms is:

- Matter-centric organization of documents

- Granular permission controls limiting access to specific team members

- Complete audit trails for all document interactions

- Client-friendly upload experience that maintains your firm's branding

We offer a 7-day free trial to see if it meets your needs: https://boxconnector.sparkgridsoftware.com/trial

HubSpot Marketplace listing: https://ecosystem.hubspot.com/marketplace/apps/box-connector

Happy to answer any specific questions about your document workflow!

Re: Upload portal to request sensitive documents??

ChrisEustace — Mon, 30 Jun 2025 14:37:02 GMT

Great question — secure document requests are a common need in industries like financial services, legal, insurance, and healthcare. While HubSpot offers forms and file uploads, it lacks a seamless way to request and manage sensitive documents in a way that’s secure, compliant, and user-friendly.

If you're looking for a solution that avoids building an entirely separate portal, we've developed something specifically for this use case.

Box Connector CMS Module for HubSpot — built by SparkGrid Software

This module lets you create branded, embedded file request pages in your HubSpot site that securely upload documents into your own Box folders. No reliance on HubSpot’s file manager, no need for external portals.

How it helps:

Members or clients can securely upload documents tied to their HubSpot contact record
Uploaded files go straight to a secure Box folder — encrypted, permissioned, and audit-logged
Supports automated folder creation per contact, tied to CRM workflows
You receive upload notifications and access control is retained end-to-end
Fully works on HubSpot Starter and Pro plans — no need for Enterprise or third-party portals

We walk through this approach in more detail here: “Ditch the Secure Portal — How to Use File Requests with HubSpot + Box” https://sparkgridsoftware.com/2025/06/06/ditch-the-secure-portal-how-hubspot-box-file-requests-streamline-client-document-collection/

The integration is also available on the HubSpot App Marketplace: https://app.hubspot.com/ecosystem/9051633/marketplace/apps/marketing/cms-development/box-connector

This solution has been a great fit for client onboarding, legal intake, HR recruiting, and nonprofit donor processing — all with a clean, embedded user experience.

Let me know if you’d like a version tailored for a particular use case — I’m happy to help.

Re: Upload portal to request sensitive documents??

CEustace — Thu, 16 Oct 2025 12:54:02 GMT

Box Connector will work for this use case and it is HIPAA compliant -

https://ecosystem.hubspot.com/marketplace/listing/box-connector

Try out a quick walkthrough here: https://sparkgrid.storylane.io/share/vxto60jmi845