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Set up your first integration
Quickly connect HubSpot to ShareFile with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with ShareFile - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Add Note" in ShareFile.
You’re connected!
Zapier seamlessly connects HubSpot and ShareFile, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Property NameRequired
Try ItTriggerInstant
- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Event Type
Try ItTriggerPolling
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Practical ways you can use HubSpot and ShareFile
Backup signed agreements seamlessly
When a new file is uploaded in ShareFile, automatically create a company record in HubSpot and attach the file for documentation. This workflow ensures secure recordkeeping and compliance without any manual uploads, saving time and reducing errors.
Business OwnerStore customer files automatically
When a new company is added in HubSpot, use Zapier to create a folder in ShareFile for that company. This ensures files shared with that customer are always organized in a designated location while reducing onboarding time and operational friction.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + ShareFile integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and ShareFile
What are the available triggers for this integration?
Our integration supports various triggers including new contact creation in HubSpot, file uploads in ShareFile, and changes to deals in HubSpot. These triggers can automate actions like sending notifications or updating records.
How can I use actions in ShareFile based on changes in HubSpot?
You can set up actions such as creating or updating a file or folder in ShareFile whenever a contact is updated or a new deal is created in HubSpot through our custom workflows.
Do I need technical skills to set up the integration between HubSpot and ShareFile?
No technical skills are required. Our platform offers an intuitive interface where you can select from predefined triggers and actions to establish your workflows seamlessly.
Can the integration sync data automatically between the two platforms?
Yes, once set up, the integration automatically synchronizes data based on your specified triggers and actions. This ensures that your information is always updated across both platforms without manual intervention.
Is there a limit to how many workflows I can create for this integration?
You can create multiple workflows tailored to different business needs. While there may be plan-specific limits, we offer flexibility to manage various processes through diverse triggers and actions.
How do custom fields work between HubSpot and ShareFile?
Custom fields from HubSpot can be mapped directly to corresponding fields in ShareFile during setup, allowing personalized data management. Ensure fields are compatible for seamless mapping.
Can I receive notifications for specific events within this integration?
Yes, you can configure notifications as part of an action following key triggers such as document uploads or status changes within either platform. This keeps you informed about significant updates.
