Google Drive & Sharepoint Link Files Integration

[romi]

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:

1. Connect Sharepoint and/or Google Drive
2. Panel displays in right hand column of all object records
3. Click to search or browse for files
4. Select file/s to include on the record
5. Save
6. The file name and icon displays in the panel with a link to open any files in Google Drive/Sharepoint
7. HubSpot users can select to add more files or remove existing files from the panel

[CBell2]

I am surprised this is not a feature already.

Would be a huge asset.

[SiddharthGarg91]

Hi @romi @CBell2 ,

Based on the steps described above, this could be solved using the CloudFiles app.

• Installing the app will show a CloudFiles widget on all company/contact/deal page.
• Clicking on the upload button open the Upload modal in HubSpot
• You can import files directly both from OneDrive and google drive

If you'd like, you can try the app from the marketplace and let me know if it solves the issue.

Thanks

[DVansevenant]

Yes, please!

[SiddharthGarg91]

There's a 2-way sync with Google Drive & Sharepoint available on the HubSpot records using the CloudFiles app.

Here's a video for anyone who might be interested: https://www.youtube.com/watch?v=PFT0VkCa3Q8

[Hildegaard]

A native API will be preferred from my side

[romi]

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.

[1stClaas]

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 🙂

[MarbleNY]

@romi 

Can you please let me know how to access this integration solution you've mentioned? 

[CAcamlua]

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 .

[romi]

@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.

[romi]

@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

1. Sales person creates a new Deal for a new Prospect
2. workflow is triggered to create a folder for the Customer with a presales folder
3. 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
4. The Presales folder is linked from the Deal
5. 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
6. 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.

[VIweka]

Wow @romi I was just seraching for way to do this. It seems crazy that this was raised 3 years ago and still not implemented. It would be so easy to do, and incredibly useful.

[romi]

@VIweka I forgot I posted this so long ago - funnily enough your response is excellent timing - integrationglue.com has just finished building out this capability for Google Drive and we are about to start implementing for our agency.

They also have a SharePoint Integration.

With their DocMergy product they support the generation of files from Google Drive and Office using CRM data to then place them in Drive or SharePoint.

All of this is managed through custom actions in HubSpot Workflows, super fast and easy to setup and manage.