Make your documents, your best selling tool
Align your marketing & sales teams by providing them insightful file sharing. Generate & qualify leads based on reading time. Eliminate proposal blindness and increase your conversion
Available on all CloudFiles licenses and all HubSpot tiers
BETTER MARKETING
Generate & qualify leads using content
Share your marketing collateral in the form of powerful links. Collect lead details and capture reading time. Connect with workflows & lists to create target segments & align with sales.
Better Sales
Eliminate proposal blindness
Share proposals, presentations and any other collateral as a powerful link created right from the contact record. Anticipate the next meeting & convert prospects faster.
ENHANCED DOCUMENTS
An advanced HubSpot Documents tool
CloudFiles solves many of the issues related to the popular HubSpot Documents tool. Read about these in our comparison blog.
RECORD CONTEXT
Create proposal links from HubSpot records
Upload your files, create links and check analytics from contact / company / deal / ticket records. Help managing shared content easily.
LEAD GENERATION
Auto-create & update contacts in HubSpot
Enable email collection on collateral and auto-create contacts in HubSpot. Qualify them based on detailed analytics posted on the contact timeline.
LINK SECURITY
Enable various security settings on the file link
Disable download, pre-set link expiry, enable email authnetication, allow / block access to specific emails or domains and many more security settings...
WORKFLOWS & LISTS
Use File Viewed events to automate HubSpot processes
Trigger workflows or filter contact lists based on file name, url, views, downloads, time spent etc... Do everything that you can normally do with HubSpot workflows & lists.
WHITE-LABELLING
Have your own branding & domain on the viewer
Upload your own logo, favicon and connect your own domain to give a wholesome brand experience to your customers.
Install the HubSpot - CloudFiles integration from the marketplace
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