Attach, secure, share, track & automate files in HubSpot

Attach live files & folders from any cloud storage to records. Create sharing link, add security, track analytics, segment & score using workflows & lists.

No credit-card required

Attach files in HubSpot. Share with security settings. Track engagement & automate processes using CloudFiles for HubSpot

Join 1000s of companies which are innovating their files with CloudFiles

Chemstation
Neighbourhood Digital Agency
GoReact
VBA Software
HBReavis
Lollypop Design
Minna Technologies
Moore Barlow LLP
Safeguard Properties
Sansan Technologies
Tricent
Veterans Canada

ATTACH, SECURE, SHARE, TRACK, AUTOMATE

ATTACH FILES & FOLDERS

Access & attach from any cloud storage onto HubSpot records

Connect Google Drive, OneDrive, SharePoint, Box or Dropbox. Access live files on any HubSpot record instantly. Files are 2-way synced and always up-to-date.

  • Dialog to pick & attach files from cloud to HubSpot
  • Works with folders as well as datarooms
  • 2-way sync with latest version of asset
Access & attach from any cloud storage onto HubSpot records

FILE SECURITY

Enable various security settings on file's sharing link

Add download control, expiry settings, password protection, email collection or authentication on file links. Update links with a single click anytime.

  • Disable download, pre-set expiry, add password etc...
  • Collect, autheticate or restrict emails & domains
  • Update settings right from HubSpot records anytime
Enable various security settings on file's sharing link

DETAILED ANALYTICS

Get detailed & drilldown document analytics on the records

All analytics is pushed back to associated records. Marketers can enable email walls to auto-create contacts and push analytics on the timeline.

  • Enable email wall on links to collect emails
  • Contacts created & analytics is pushed on the timeline
  • Check pagewise & drill-down analytics right on the record
Get detailed & drilldown document analytics on the records

VIEW TRIGGERS

Automate & report using document view events

Use custom view, link and attachment triggers in workflows & lists. Get team & content consumption reports using standard HubSpot functionality.

  • Event triggered on file view, link creation & attachment
  • Analytics properties available for refinement
  • Use with HubSpot functionality such as workflows & lists
Automate & report using custom view triggers

WORKFLOW ACTIONS

Auto-create attachments & links with custom app actions

All the functionality is exposed as pre-packaged workflow actions in Hubspot. Use the API to further customize the processes as per your business logic.

  • Attach files & folders or create links automatically
  • Update link slug in record properties for use in templates
  • Chain various workflow actions to create business automations
Easy customizations and control for admins & tech architects

EASY TO SETUP, EASY TO USE

Access & Track files in HubSpot within 2 minutes

01

INSTALL APP

02

ACCESS WIDGET

03

SHARE & TRACK

Click on 'Install' button on HubSpot marketplace to install the app into your HubSpot account

Click on Add button in the widget to instantly see your cloud storages from HubSpot records

Create a sharing link, add security and start tracking analytics within minutes, all within HubSpot

MANY TOUCHPOINTS, DEEP INTEGRATION

Secure & track proposals for faster conversion

Share proposals as secure links from any record. Replace easily with two-way sync. Track pagewise analytics to score & anticipate leads better.

Secure & track proposals for faster conversion

Qualify better leads through accurate engagement metrics

Use reading time on PDFs / PPTs rather than email opens / clicks to qualify leads. Associate collateral with Campaigns. Get analytics on contact records.

Qualify better leads through accurate engagement metrics

Consolidate files & share as single link for faster service

Associate files, folders or datarooms from multiple libraries to HubSpot records. Configure security & share right from HubSpot.

Consolidate files & share as single link for faster service

Use view, link & attachment triggers & actions for automations

Use CloudFiles' triggers to score & segment your leads. Use filters & properties for more control. Use workflow actions to automate sharing processes.

Use view, link & attachment triggers & actions for automations

Add chatbot on your documents for instant conversion

Enable your prospects to chat with you while reading the document. Solve doubts and convert faster with interactivity controls on the document.

Add chatbot on your documents for instant conversion

Add tracking code on document viewer for ungated tracking

Enable smart identification that can check the visitor's HubSpot cookie and associate document view directly to the contact without an email wall.

Add tracking code on document viewer for ungated tracking
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