After years of helping businesses implement HubSpot, I identified a critical gap: HubSpot CRM lacked secure document capabilities needed by regulated industries like financial services and healthcare. HubSpot's native document tool wasn't designed with regulated industries in mind. This forces businesses to either juggle between systems or compromise on compliance requirements.
With Box Connector, you can bring Box’s enterprise-grade security and compliance directly into HubSpot!
Read the full article here to learn more.
In this guide, I’ll share a comparison of the best document management solutions for HubSpot users in regulated industries based on our experience.
This also covers the following topics:
- What Should You Look For In A Secure HubSpot Document Management Solution?
Your document management solution needs to prioritize security and compliance without sacrificing usability and workflow efficiency. - The Best Secure Document Management Solutions for HubSpot
Top four document management solutions for HubSpot users in regulated industries:
- Box Connector
- DocuSign
- Cloud Files
- HubSpot Native Documents
- Regulatory challenges in document management for HubSpot users
- Box Connector: The Native Integration for Box and HubSpot
Box Connector – the official native integration between Box and HubSpot that brings enterprise-grade security and compliance directly into your CRM workflow. - Box Connector Features:
- Seamless Document Management
- Enterprise-Grade Security
- Box Sign Integration - Pricing Options
- Use Cases
- Make Your Decision: Selecting The Right HubSpot Secure Document Solution for Your Business
- When Each Solution Makes the Most Sense
You can also check out this Box HubSpot Official Integration - Box Connector Demo