The only Full-Stack Document Tool You’ll Ever Need for HubSpot

Still juggling different tools for your documents? CloudFiles is your full-stack solution for generating, managing, sharing, signing, and automating documents with the power of AI. Top teams are levelling up—don’t get left behind.

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Loved and trusted

by companies across industries — from finance, real estate to healthcare.

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Choose Your Power…

…from Products that Do Everything With Your Documents in HubSpot

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Doc Management & Sharing

Effortlessly organize & manage external docs from SharePoint, Google Drive, AWS S3 etc… in HubSpot. Share & receive from external users.

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Doc Gen

Instantly generate on-brand documents by merging fields from HubSpot into customizable templates.

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Doc AI

Use AI-powered OCR to reduce data entry by extracting, classifying, and verifying your docs in seconds.

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Keep Your Documents Right Where Your Team Works

CloudFiles integrates with all major storages like SharePoint, AWS S3, and Google Drive, giving your team the flexibility to manage, share, and automate documents directly from HubSpot.

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Used across industries

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

Automate loan documents, manage KYC forms, and ensure compliance. Speed up client reporting and improve data privacy with AI-powered workflows.
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Insurance•
Wealth•
Assets
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Healthcare & Life Sciences

Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
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MedTech
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Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
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Stay compliant & secure.

Always.

We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

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CloudFiles is a game-changer for HubSpot

But don’t just take it from us.

  • tenet_tech_logo

    "CloudFiles is the best document tool for HubSpot! It’s intuitive, provides deep viewing analytics, and outperforms HubSpot's native file tools with precise tracking."

    John Wu

    John Wu

    Tenet Technologies

  • trion_properties_logo

    "CloudFiles makes content gating seamless! Easy-to-use multiple URLs for tracking, deep HubSpot integration, and a super responsive support team make it a must-have tool!"

    Frank Bocchino

    Frank Bocchino

    Trion properties

  • architecturesocial_logo

    "Essential for recruiters! CloudFiles transforms CV sharing in HubSpot with trackable links instead of attachments, making client interactions seamless and efficient. A game-changer for recruitment!"

    Stephen Drew

    Stephen Drew

    Architecture Social

  • Neighbourhood

    "CloudFiles is perfect for sales! Finally, a document control tool that works flawlessly in HubSpot. The ability to turn off downloads is a game-changer!"

    Trav White

    Trav White

    Neighbourhood

  • HubSpot_Logo

    "Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly."

    Chris Moore

    Chris Moore

    HubSpot

  • D&S Car Wash Supply

    "CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement."

    Ken Underhill

    Ken Underhill

    D&S Car Wash Supply

  • thehereteam_logo

    "CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics."

    Carolyn Treviño Jenkins

    Carolyn Treviño Jenkins

    We Are Here

  • Taxolution Advisory LLC

    "Best HubSpot-SharePoint integration! CloudFiles automates file management seamlessly. Super responsive team, fast bug fixes, and smooth workflow automation. Tried others—this is by far the best!"

    Rosenwasser, R.

    Ron Rosenwasser

    Taxolution Advisory LLC

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    "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!"

    Goldman, L

    Lauren Goldman

    Lyka

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    Book a demo

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

    Book a Demo

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