How BC Stone Homes Integrated File Management into HubSpot

Client Background

BC Stone Homes built its reputation on precision, crafting custom homes where every detail matters. But behind the scenes, scattered project files and version confusion were slowing them down. Their team constantly switched between HubSpot and external platforms to access, edit, and share documents, leading to wasted time and miscommunication.

To maintain their high standards without administrative bottlenecks, BC Stone Homes needed a seamless file management solution within HubSpot. But before committing, they had critical concerns.

Overcoming Key Objections

Concern #1: “Will this disrupt our workflow?”

Problem: HubSpot was central to BC Stone Homes' operations, managing client interactions, deals, and projects. They couldn't afford a solution that required extensive training or altered existing workflows.

✔ Solution: A HubSpot UI Extension embedded file management directly within HubSpot records, ensuring a familiar experience without extra tools or onboarding. The interface matched HubSpot’s native design, making it instantly intuitive.

Result: The team integrated the system effortlessly, maintaining efficiency while gaining powerful document management capabilities—all with zero learning curve.

Concern #2: “What if we need to edit files externally?”

Problem: Frequent edits to project documents, contracts, and proposals meant a static file storage system wouldn’t work. BC Stone Homes needed real-time collaboration without constant downloads and re-uploads.

✔ Solution: Google Drive integration allowed users to view and edit documents directly within HubSpot, with instant updates reflected across both platforms. No more versioning issues or miscommunication.

Result: Teams eliminated back-and-forth document handling, saving hours each week and ensuring stakeholders always worked with the latest version.

Concern #3: “Will this scale as we grow?”

Problem: As BC Stone Homes expanded, their growing file storage needs required a scalable and secure system to handle increasing volumes of contracts, blueprints, and client files.

✔ Solution: The CloudFiles API provided:

• Automated File Association: Instantly linked documents to the correct HubSpot records (deals, contacts, projects).
• Secure & Scalable Storage: Handled unlimited files while maintaining top-tier security.
• Faster File Retrieval: Indexed documents for instant access, eliminating manual searches.

Result: The solution scaled effortlessly with their business, ensuring smooth operations without storage limitations.

The Final Outcome

• No More Workflow Disruptions: File management became a seamless part of HubSpot, eliminating extra training.
• Real-Time Collaboration: Teams edited and shared documents within HubSpot, keeping everything up to date.
• Scalable & Secure System: BC Stone Homes now operates with a future-proof document management system.
  
  

With this transformation, BC Stone Homes no longer wastes time searching for files. Now, they focus on what matters—building exceptional custom homes. Discover how seamless file management can work for your business too.