All integrations

DOCUMENT STORAGE

Store customer documents in the object store you choose.

Use supported S3-compatible storage for uploads while the CRM retains metadata and access rules.

01

S3-compatible

Connect Amazon S3 or Cloudflare R2.

02

Lead association

Documents remain attached to the correct customer.

03

Controlled access

Signed access avoids public object URLs.

04

Audit context

Upload and deletion actions retain their actor.

THE OPERATING TRACE

How S3 & R2 stays observable.

  1. START
    S3-compatibleConnect Amazon S3 or Cloudflare R2.
  2. CONTROL
    Lead associationDocuments remain attached to the correct customer.
  3. OUTCOME
    What changesDocuments stay available without weakening access control.

MAKE THE NEXT MOVE VISIBLE

Bring one pipeline.
Leave with a working queue.

Try Crosvia for 14 days, or map it to your process in a 30-minute demo.

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