Automate Everything –Storage, AI Extraction & Document Generation with Powerful CloudFiles Features
Unlock the Full Potential of Your Documents—Store, Generate, Extract and Automate Effortlessly in Salesforce & HubSpot with CloudFiles Features.
Powering Document Workflows in Salesforce & HubSpot
Trusted Across Industries from Finance and Real Estate to Healthcare
Explore Next-Gen Document Features for Your CRM
Features for SALESFORCE
A powerful suite of features designed to fit your needs—store, generate, share, and automate documents seamlessly within Salesforce.
Features for HUBSPOT
A powerful suite of features built for HubSpot—store, share, and automate. Doc gen, e-signature, and advanced AI capabilities coming soon!
Choose Your Power
From Products that Do Everything with Your Documents
Document Management
Powerful features to Organize, Share, and Control Your Documents in One Click
Document Generation
Powerful features to Create, Automate, and Sign Documents with Ease
Why Trust CloudFiles Features?
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#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
#1 in HubSpot Doc Management
The only solution that automates file sharing, syncs seamlessly with external storage, & tracks engagement—all directly within HubSpot.
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4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support. Easy Onboarding
Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.
Compliance You Can Count On
Our commitment to data privacy and security is embedded in every part of our business & our code.
Make Your Docs Useful with AI
Reduce manual data entry by 80% & process your docs 4X faster using AI
One Tool, Endless Possibilities
Organize, collaborate, and stay in control with seamless document management, intelligent generation, and AI-powered automation—all using one tool!
The Full-Stack Document Solution for Salesforce
With CloudFiles, your documents stay exactly where they belong—organized, automated, and effortlessly accessible within Salesforce. Work smarter, share faster, and free up time for what truly matters
- Connect SharePoint, Google Drive & AWS S3 to manage, share, and track files—without leaving Salesforce.
- Auto-extract, classify & map data into Salesforce fields, reducing manual work by 80%.
- Instantly create contracts, proposals & reports by merging Salesforce fields into on-brand templates.
The Full-Stack Document Solution for HubSpot
Seamlessly manage, share, and automate documents—right inside HubSpot. From secure file sharing to automated workflows, CloudFiles keeps your content organized and accessible without the hassle of switching between platforms.
- Connect SharePoint, AWS S3, Google Drive & more for real-time file management within HubSpot.
- Link files, folders, or data rooms to HubSpot records with two-way syncing.
- Set up workflows, track engagement, and get real-time insights—all without coding.
- Coming Soon: AI-Powered Doc Generation & Data Extraction!
CloudFiles is a game-changer for CRMs
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
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' 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.
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
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 Pashkin
Rainforest Alliance
Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration.
Alexander Brownbridge
LendInvest
CloudFiles Doc Gen is amazing! Simple to configure and works perfectly. We replaced a competitor’s solution with CloudFiles, and the experience has been great!
François Brunel
Encelade Counseil
CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement.
Ken Underhill
D&S Car Wash Supply
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
Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly.
Chris Moore
HubSpot
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Stay compliant & secure.
One Click Away from Smarter Docs
Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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