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CEustace
Member | Gold Partner
Member | Gold Partner
Member since ‎Jul 24, 2024
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Chris Eustace

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CEustace
Member | Gold Partner
January 05, 2026
Reply to Integration of HubSpot Sales with Fishbowl Inventory System?
We just integrated Fishbowl desktop and HubSpot with a client of ours - happy to help if this is of interest! Send me an email - chris@eustaceconsul...read more
CEustace on November 18, 2025
Solution: Achieve FINRA & SEC 17a-4 Compliance While Using HubSpot
Hey everyone! Financial advisors, broker-dealers, and investment firms face some of the strictest recordkeeping requirements in any industry. I've seen many struggle with this question: "How do we use HubSpot for client management while meeting SEC read more
Reply Discussion Documents
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CEustace on November 13, 2025
Solution: Achieve ITAR & FedRAMP Compliance While Using HubSpot
Hey everyone! I've noticed several threads about aerospace, defense, and government contractors struggling to use HubSpot while meeting ITAR and FedRAMP requirements. I wanted to share a practical solution that's working well for companies in regula read more
Reply Discussion CRM Documents
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CEustace
Member | Gold Partner
November 06, 2025
Reply to Folders in folder (subfolder) in Sales Documents
@Josh_C we do this EXACT functionality you're looking for with Box Connector. You can try an interactive demo here You can find it ...read more
CEustace
Member | Gold Partner
October 16, 2025
Reply to Upload portal to request sensitive documents??
Box Connector will work for this use case and it is HIPAA compliant - https://ecosystem.hubspot.com/marketplace/listing/box-connector Try out a ...read more
CEustace on October 16, 2025
How To: Securely collect client files without a portal
Hi all! I wanted to share with you one of the abilities of Box Connector - the ability to securely receive files from your client without the need to set up a complicated authenticated portal. The BEST way to see how it works is by trying t read more
Reply Discussion File Manager Sales
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