Why Octiv & Hubspot Files

The Octiv integration with HubSpot’s File Manager gives Octiv users the power to easily share, access and manage files within the Octiv platform. Octiv allows you to easily create a professionally branded document, redline it, share it and send it for eSignature. Once a document is signed, Octiv automatically saves it to the correct HubSpot folder for secure storage and sharing. This powerful solution allows customers to leverage the power of HubSpot without having to leave the Octiv interface.

Key Capabilities

  • Use HubSpot’s File Manager search to find the files you need, right from within Octiv
  • Build Octiv documents with files stored in the HubSpot repository
  • Automatically update the latest file in your Octiv document template if you upload a new version in HubSpot
  • Send copies of signed agreements to all parties and to specific folders in HubSpot’s file Manager

Technical Requirements

  • HubSpot Account

About Hubspot Files

HubSpot is a leading inbound marketing, sales, and CRM growth stack. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 21,500 customers in more than 90 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers.

For more information about Hubspot Files, please visit their website.