# CloudFiles Document Management

> Integrate document storage, sharing & automation within Salesforce & HubSpot. Enable metadata tagging, folder management, permission controls and more

## The Ultimate Document Management Solution for Salesforce & HubSpot

Seamlessly integrate document storage, sharing, and automation within Salesforce and HubSpot. Enable advanced metadata tagging, structured folder management, permission controls, and workflow automation—optimizing efficiency and compliance across your organization.

[Talk to a Document Expert](https://meet.cloudfiles.io/?utm_content=cf-document-management-hero)

*Trusted by 2,000+ Salesforce & HubSpot teams*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

## Built for Your CRM

- **For Salesforce** — As the leading file connector for Salesforce, we offer an intuitive document management solution that lets you manage, share, and automate your workflows — all within Salesforce. [Learn more](/salesforce/document-management/)
- **For HubSpot** — As the leading file management & sharing platform for HubSpot, we offer an intuitive document management solution that lets you manage, share, and automate your workflows—all within HubSpot. [Learn more](/hubspot/document-management/)

## Don’t Just Store, Master your Documents

Organize, automate, and access your files—without ever leaving your CRM

## Features that power your systems

### The #1 Document Management Solution for Salesforce

The #1 Document Management Solution for Salesforce

Seamlessly manage, share, and automate documents within Salesforce with CloudFiles. Integrate with external storage, streamline folder structures, offload file storage, and automate document workflows—all while maintaining compliance and boosting efficiency. Key features -

- Connect with SharePoint, AWS S3, Google Drive & more.
- Auto-create & organize folders linked to Salesforce records.
- Move attachments & notes to external storage while maintaining access.
- Automate file transfers, metadata updates & workflow triggers.
- Share documents with configurable security & track engagement.

[Learn More](/salesforce/document-management/)

### The Ultimate Document Management Tool for HubSpot

The Ultimate Document Management Tool for HubSpot

CloudFiles empowers HubSpot users with seamless document management. Sync cloud storage, automate file handling, create secure sharing links, and track document interactions—all directly within HubSpot for improved efficiency and collaboration.

- Connect with SharePoint, Google Drive, AWS S3 & more.
- Auto-sync files & folders with HubSpot records.
- Securely share files, folders & data rooms with branded links.
- Gain insights on views, downloads & user activity.
- Trigger workflows & automate document actions effortlessly.

[Learn More](/hubspot/document-management/)

## Document management is a game-changer.

But don’t just take it from us.

> "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 Ahoyo, Atlante**

> "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 Talpallikar, Aviva**

> "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 Davuluri, W. 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 Mencias, Mālama Solar**

> "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 Villalobos, The Financial Interior, LLP**

> "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 Salib, BDA Partners**

> "CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics." — **Carolyn Treviño Jenkins, We Are Here**

> "CloudFiles was live in our HubSpot workflows instantly. Easy to use, solved all file-sharing issues, and the personalized support made onboarding effortless. Highly recommend!" — **Lauren Goldman, Lyka**

## Stay compliant & secure.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

Certifications: SOC 2 Type II, HIPAA, GDPR, ISO 27001

[Security overview](/security)

## Book a Demo

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

[Book a Demo](https://meet.cloudfiles.io/?utm_content=cf-document-management-footer)