We regularly have clients who need to link to files within their existing file management platform, e.g. Sharepoint, Google Drive.
To work around this we regularly include properties for file links, but this is not a great solution for a number of reasons.
It would be great if there was a way to search and link to one or multiple files in their native platform (Google Drive or Sharepoint) from any record.
How this would work:
Connect Sharepoint and/or Google Drive
Panel displays in right hand column of all object records
Click to search or browse for files
Select file/s to include on the record
Save
The file name and icon displays in the panel with a link to open any files in Google Drive/Sharepoint
HubSpot users can select to add more files or remove existing files from the panel
We have also now built out a SharePoint and Google Drive solution - this allows you to:
Use workflows to create folder structures within SharePoint and Google Drive when a record is created
Click to view files and folders within these folders from the record
Upload new files to relevant folders
Rename files based on business rules on upload
Automate Versioning using Native Document Management tools
We have implemented this for a number of clients who need documents as part of onboarding and provisioning services, it is great for construction, professional services and equipment suppliers.
See Hype & Dexter for direct, or Integration Glue for HubSpot partners.
This feature would differentiate so much from Hubspot attachments as Google Drive or Sharepoint are so much more sophisticated allowing specific collaboration on files and usability settings, therefore adding a drive card to deals, contacts, tickets or companies would solve plenty of currently manually performed work with none-clickable links in properties. Thumbs up for the post 🙂
Great ideas, but why not to use third party tools that supports 2 way sync (from cloud to cloud ) like Goodsync and Gs Richcopy 360 , these tools can directly copy from Googledrive to Sharepoint with no problems .
@MarbleNY if you don't have a HubSpot partner I recommend sending a request via hypeanddexter.com, if you already have a HubSpot partner or want to manage in house you can go directly to the provider integrationglue.com.
For both just fill in the contact form and note that you are looking for a SharePoint integration.
@CAcamlua it is not so much about copying between GoogleDrive and SharePoint - originally it was more about having an easy way to link to key files directly from CRM records - but now we have built out solutions we have evolved the requirement to focus on automatically creating and linking folders from these systems to HubSpot records based on business rules - to cut down on manual steps and instructions for users, also to then surface the relevant folders on the record so CRM users can quickly view related docs and upload new related files.
e.g. for a SaaS or professional services business
Sales person creates a new Deal for a new Prospect
workflow is triggered to create a folder for the Customer with a presales folder
Initial briefs and proposals are automatically created in that folder with the correct file names and with standard terms being filled out from the CRM records, e.g. company name, etc
The Presales folder is linked from the Deal
The Sales person can browse current files and upload and add other files directly to the relevant folder, e.g. supporting documentation sent by the client
When the Deal is closed Won a project folder is automatically created under the client with relevant onboarding documents and linked from the Deal
We are doing this now with the new integrationglue.com SharePoint Integration + DocMergy solution.
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