CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
All-in-one document platform for your CRM
Take control of your documents — streamline, automate, and secure workflows in Salesforce & HubSpot with one platform.
Trusted by leading teams worldwide
Built for your CRM
Choose between Salesforce & HubSpot
Salesforce
Connect your storage, generate documents from CRM data, share with tracking, and extract insights using AI — all natively inside Salesforce. No browser tabs, no workarounds.
HubSpot
Bring your documents into HubSpot workflows. Store files in your own cloud, auto-generate proposals and contracts, and track every open and download from the deal record.
Three products · one platform
Your complete document stack
Three best-in-class products. One platform. Native for Salesforce and HubSpot.
01 · Management
Document Management
Organize, share, and control your documents in one click.
02 · AI
Document AI
Transform documents into data with the power of AI.
03 · Generation
Document Generation
Create, automate, and sign documents with ease.
Proven results
Real impact, by the numbers
1,200+
Salesforce teams managing millions of documents every day
4.9★
220+ reviews on the Salesforce AppExchange
4×
Faster document processing with AI
75%
Lower Salesforce storage costs
The documents problem
Your CRM breaks down at documents.
Six real problems every Salesforce and HubSpot team hits.
$5/GB/mo
Salesforce charges ~$5/GB/month for native storage — 10–20× more than SharePoint or S3. CloudFiles keeps files external and cuts costs by 75%.
3–5 tools
Most teams juggle 3–5 disconnected tools for storage, generation, and sharing. CloudFiles replaces them all with one connected platform.
0% visibility
Once a document is shared, most teams lose all visibility into it. CloudFiles tracks every open, download, and interaction in your CRM.
80% wasted time
Teams burn hours copying data from PDFs and invoices into CRM fields by hand. CloudFiles' AI extracts and updates records automatically.
2 hrs per file
Manual formatting and copy-pasting can turn one document into a 2-hour job. CloudFiles generates it instantly from your templates and live data.
0 audit trail
Files stored outside your CRM often have zero audit trail. CloudFiles logs every action, keeping you SOC 2, GDPR, and HIPAA ready.
Why CloudFiles
What makes CloudFiles different
#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Generate docs 50% faster
Save 50% time on quote and proposal generation with customisable, on-brand templates.
Make your docs useful with AI
Reduce manual data entry by 80% & process your docs 4× faster using AI.
4.9 stars on AppExchange
Used by sales, service & marketing professionals from all over the world.
24/7 support. Easy onboarding
Support is instant when needed & calming when things look dire.
Compliance you can count on
Commitment to data privacy and security embedded in every part of our business & code.
Integrations
Your files never leave your storage
CloudFiles connects your storage to your CRM, without copying files anywhere.
Used across industries
Trusted across regulated industries
CloudFiles streamlines and automates document workflows for regulated industries — inside Salesforce and HubSpot.
Financial Services
Automate KYC and loan document collection. Share files securely. Track client engagement directly from the CRM. Purpose-built for financial-services compliance.
Healthcare & Life Sciences
Manage patient data, automate claims, maintain HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Technology & IT
Manage documentation, automate spec and contract workflows, track engagement — all within the CRM your team already uses.
Explore all industries
Agriculture & MiningAutomotiveCommunicationsConsumer GoodsEducationEnergyReal EstateFinancial ServicesGovernmentHealthcareHigh TechHorizontal ProductManufacturingMediaNonprofitProfessional ServicesPublic SectorRetailTravel & Hospitality
Use cases
Explore what's possible with CloudFiles
How our top customers actually use CloudFiles, every day.
Reduce Salesforce storage costs with SharePoint
Keep files in SharePoint and cut Salesforce storage costs by up to 75% — without moving a single file out of your CRM view.
Files Connect vs CloudFiles: what you're missing
See how CloudFiles goes far beyond native Files Connect for Salesforce storage integration.
Share files securely with full tracking
Share documents with granular permissions and track every open, download and view.
Extract data from documents into Salesforce
Use Document AI to pull fields from PDFs and update CRM records automatically.
Generate documents from Salesforce data
Merge live CRM data into on-brand templates for quotes, contracts and proposals.
Automate your entire document workflow (without code)
Trigger file actions from any CRM update with Flow actions, APIs and Apex — no code required.
Security & compliance
Security & compliance, guaranteed!
CloudFiles is independently audited and certified against leading standards. Your files stay in your own external storage — never copied into CloudFiles and never used to train our AI.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Testimonials
Loved by teams. Backed by results.
Real reviews from Salesforce & HubSpot teams using CloudFiles every day.
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal TalpallikarAviva
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama Solar
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA Partners
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLP
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriad
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor
Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest Alliance
Frequently asked questions
CloudFiles is an all-in-one document platform for Salesforce and HubSpot. It connects external storage like SharePoint, Google Drive and S3 to your CRM records, so files surface on the record without ever being copied out of your own storage — cutting Salesforce storage costs while keeping everything in one place.
CloudFiles is a pure product company focused solely on business document processes. It combines document management, AI and generation in one native platform, is trusted by 1,200+ Salesforce teams, and holds a 4.9-star rating on the AppExchange.
CloudFiles merges live CRM data into on-brand templates to create quotes, contracts, proposals and invoices instantly — saving around 50% of the time spent on document creation, with e-signature support built in.
Document AI extracts fields, summarizes and answers questions across your documents, then writes the results straight back into CRM fields — reducing manual data entry by up to 80% and processing documents 4× faster.
By keeping files in your own external storage — SharePoint, Google Drive, S3 and more — instead of Salesforce, CloudFiles can lower Salesforce file storage costs by up to 75% while still surfacing every file on the record.
Yes. CloudFiles is built for regulated industries with SOC 2, HIPAA and GDPR compliance, full audit trails, and data residency options — and files never leave your controlled storage. See our Trust Portal for details.
No credit card required · free setup support
Start automating your documents today
Join 2,000+ teams using CloudFiles to manage, share and automate documents. 98% go live within their first week.