Sales Integrations

PJMcDermott
Participant

Upload portal to request sensitive documents??

SOLVE

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?

0 Upvotes
1 Accepted solution
SSukys
Solution
Contributor | Elite Partner
Contributor | Elite Partner

Upload portal to request sensitive documents??

SOLVE

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.

 

  1. You create a Google Drive folder titled, Client Uploads. 
  2. You create a Zap to monitor that Google Drive folder and alert you when a new file has been uploaded. 
  3. 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"
  4. You extract the string of the file name and search for a Deal in Hubspot
  5. 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!

View solution in original post

7 Replies 7
almaojp
Contributor

Upload portal to request sensitive documents??

SOLVE

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!

0 Upvotes
DianaGomez
Community Manager
Community Manager

Upload portal to request sensitive documents??

SOLVE

Hi @almaojp hope you are doing well 🙂

 

Thanks for sharing 🙂

 

Best,

Diana


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0 Upvotes
Shane_USG
Member

Upload portal to request sensitive documents??

SOLVE

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

kvonloesecke
Community Manager
Community Manager

Upload portal to request sensitive documents??

SOLVE

Thanks for sharing this integration with us, @Shane_USG


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0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Upload portal to request sensitive documents??

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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SSukys
Solution
Contributor | Elite Partner
Contributor | Elite Partner

Upload portal to request sensitive documents??

SOLVE

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.

 

  1. You create a Google Drive folder titled, Client Uploads. 
  2. You create a Zap to monitor that Google Drive folder and alert you when a new file has been uploaded. 
  3. 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"
  4. You extract the string of the file name and search for a Deal in Hubspot
  5. 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!

PJMcDermott
Participant

Upload portal to request sensitive documents??

SOLVE

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.

 

PJ

0 Upvotes