How do cloud storage integrations improve team workflows in Hoop?
Cloud Storage Integrations allow teams to bidirectionally sync data across major cloud storage platforms right inside the Hoop workspace. This is designed for operational teams, sales, support, and anyone who needs quick access to shared documents without constant tab switching. By integrating platforms like Drive, OneDrive, and Dropbox, users can directly attach documents to contacts, deals, and conversations, maintaining crucial context.
The key benefit is drastically reduced friction when handling documents. Instead of downloading and re-uploading, or switching tools, you access the files exactly where you need them within Hoop's records and communications. This streamlines processes like client handoffs and contract reviews.
Which major cloud storage providers are supported by this integration?
Hoop supports integration with the most popular cloud storage providers through its marketplace. This comprehensive coverage ensures most organizations can connect their primary document repositories to the platform. The providers supported include:
- Google Drive
- Microsoft OneDrive
- Dropbox
These integrations allow you to connect your existing accounts and selectively choose which folders to expose within the Hoop environment. This flexibility means you maintain full control over your data while gaining the benefits of integrated search and linking functionality right within your CRM and operational records.
What is the typical setup process and how fast is the time to value?
Setting up the cloud storage integration is a quick, multi-step process designed to achieve immediate value. The entire process typically takes just minutes to complete, allowing teams to start utilizing linked documents almost instantly. You begin by visiting the App Marketplace inside Hoop and installing the desired storage application.
The process is straightforward:
- Install the app from the App Marketplace.
- Authorize your cloud storage accounts (e.g., Drive or Dropbox).
- Choose specific folders or directories you wish to expose to Hoop.
Once authorized, you can immediately begin searching for files and attaching links to your records. Because files are referenced and not copied, the time to value is nearly zero, as you begin leveraging existing resources instantly.
How is data security and access permission handled within Hoop?
Security is a paramount concern for file access, and Hoop respects the existing governance framework of your cloud provider. Files are not copied into Hoop; the integration merely surfaces and references the original, with the cloud provider remaining the official system of record. This means that access permissions are entirely governed by your existing provider's settings (Drive, OneDrive, or Dropbox).
The integration respects:
- Existing sharing settings and policies.
- User authentication protocols.
- Folder-level access controls.
Only users who have the requisite access in the source system can view or interact with the file link within the Hoop platform, ensuring maximum data integrity and security compliance.
Can teams search for and access content across all connected folders?
Yes, one of the primary advantages of this integration is the ability to search and access content across approved folders without having to leave Hoop. After connecting your cloud storage accounts, users can search for documents, presentations, or contracts directly from within records and conversations.
This functionality is crucial for efficiency, as teams can:
- Open and preview documents without switching browser tabs.
- Pull the latest versions of briefs or pricing sheets instantly.
- Maintain context by linking the exact document to the relevant Hoop record.
The search feature works in real-time against your authorized cloud folders, ensuring that teams always retrieve the most current information for their deals, tickets, and customer interactions.
Which Hoop pricing plans include access to cloud storage integrations?
Cloud Storage Integrations are essential for modern operational efficiency, and therefore they are made available across most of Hoop’s professional tiers. Access to these core integrations scales with the capabilities required by larger teams and enterprises. This feature is included in the following pricing plans:
While the basic function is available in the Core plan, Enterprise customers may benefit from additional features related to compliance and advanced auditing logs, which further enhance the secure use of linked files within the Hoop environment. All plans allow for the critical function of linking and referencing files securely.