# CloudFiles For HubSpot - The Full-Stack Documents Tool

> CloudFiles is your full-stack solution for generating, managing, sharing, signing, and automating documents inside HubSpot.

## The only *full-stack* document tool for HubSpot

Still juggling tools for your documents? CloudFiles is your full-stack solution to generate, manage, share, and automate documents inside HubSpot. Top teams are levelling up—don’t get left behind!

- **Document Management**
- **Document Sharing**
- **Document Generation**

*Trusted by 2,000+ Salesforce & HubSpot teams*
Logos: Architecture Social, D & S Car Wash Supply, Lyka, HubSpot, We Are Here, Tenet Technologies, Taxolution Advisory, Neighbourhood, Trion Properties

## Choose your power.

…from Products that Do Everything With Your Documents in HubSpot

- **Document Management** — Organise and manage files from cloud storage in HubSpot with connected folders, automations, content library, and native integrations. [Explore](/hubspot/document-management/)
- **Document Sharing** — Securely share files & folders with advanced link settings, automate workflows, track engagement, and manage datarooms — all from HubSpot. [Explore](/hubspot/document-sharing/)
- **Document Generation** — Create dynamic HubSpot templates powered by CRM data. Personalise & edit in Google Docs or MS Word. Instantly generate PDFs, DOCX, PPTX, or send for eSign via DocuSign. [Explore](/hubspot/document-generation/)

*Storage integrations*

## Your files *never* leave your storage.

CloudFiles connects Google Drive, SharePoint, OneDrive, Dropbox, and Box directly to HubSpot — without copying a single file.

## Built for HubSpot team

Integrate cloud storage & manage, share, generate documents directly inside HubSpot.

- **4.8/5** — Average rating on HubSpot Marketplace
- **1,000+** — HubSpot teams actively using CloudFiles
- **24/7** — Support available around the clock

## Key Features That Power CloudFiles

Your one stop shop for all things documents in HubSpot

### All-in-One Document Management

All-in-One Document Management

Streamline file handling with powerful storage integrations, automation, and in-record access.

- Associate files & folders directly with HubSpot records for easy context-based access
- Connect storages like SharePoint, Google Drive, and AWS S3 for seamless file management
- Automate document workflows based on lifecycle stages, form submissions, or custom triggers
- Centralize assets in a searchable content library accessible across sales, marketing, and service teams

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

### Secure Document Sharing

Secure Document Sharing

Share smarter with advanced controls, automated workflows, and real-time engagement insights — right from HubSpot

- Control access with secure link settings, expiration rules, and permissions
- Automate sharing workflows based on deal stage, form fills, or task completion
- Track engagement with real-time analytics on views, downloads, and interactions
- Set up datarooms to securely collaborate with external stakeholders or clients

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

### Data-Driven Document Generation

Data-Driven Document Generation

Generate on-brand documents instantly from HubSpot CRM records and send for e-signature without any manual efforts.

- Pull in standard and custom fields, related records and lookups in seconds
- Apply runtime variables, conditions, loops and images for full personalization
- Export to PDF or Word and send for eSignature via DocuSign in one click

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

### Document AI (Coming Soon)

Document AI for HubSpot

Document AI for HubSpot is coming soon. It's on our roadmap and not available today. When it ships you will be able to:

- Extract key information using AI-powered OCR
- Classify and tag documents automatically based on content
- Verify extracted data before it syncs to HubSpot records
- Trigger HubSpot workflows from extracted data

[Talk to a document expert](https://meet.cloudfiles.io/hubspot?utm_content=hs-docai)

## Used across industries

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

- **Financial Services** — Automate KYC and loan document collection, share files securely, and track client engagement, right from CRM. Built for financial services compliance. [Learn more](/salesforce/industries/financial-services/)
- **Healthcare & Life Sciences** — Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%. [Learn more](/salesforce/industries/healthcare/)
- **Technology & IT** — Manage documentation, automate spec and contract workflows, and track engagement, all within the CRM using CloudFiles. [Learn more](/salesforce/industries/technology-and-it/)

## Built for every HubSpot team

One platform, tailored to how each team already works in HubSpot.

- **Sales** — Auto-create deal folders, generate on-brand proposals and contracts from deal data, and share them as trackable links with e-signature via DocuSign, all without leaving HubSpot. [Explore for sales](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start)
- **Marketing** — Share collateral across web, social, ads, and email while collecting personalized analytics, even without gating content, then segment and score leads using HubSpot lists and workflows. [Explore for marketing](https://help.cloudfiles.io/hubspot/cms-and-marketing-users-quick-start)
- **Service** — Automate folder and file operations tied to service records, and securely collect documents from customers with file requests that transfer straight to your connected cloud storage. [Explore for service](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start)

## 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 (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

## CloudFiles is a game-changer for HubSpot

But don’t just take it from us.

> "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, Tenet Technologies**

> "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, Trion Properties**

> "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, Architecture Social**

> "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, Neighbourhood**

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

> "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 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!" — **Ron Rosenwasser, Taxolution Advisory LLC**

> "CloudFiles fits right into our HubSpot workflows! Every file view automatically updates the contact's timeline, so our team always knows when to follow up. Simple to set up, and the support has been fantastic." — **Lauren Goldman, Lyka**

## CloudFiles FAQs for HubSpot Teams

**Q: Is Document AI available for HubSpot?**
Not yet. Document AI for HubSpot is coming soon. It's on our roadmap and is not available to buy or use today. There is no HubSpot Document AI pricing tier.

**Q: What is CloudFiles for HubSpot?**
CloudFiles for HubSpot is a full-stack document management platform that lets HubSpot users generate, manage, share, sign, and automate documents, all without leaving HubSpot. It integrates with cloud storage services like Google Drive, SharePoint, and AWS S3, and is rated 4.8/5 on the HubSpot Marketplace by 1,000+ teams.

**Q: How does CloudFiles integrate with HubSpot?**
CloudFiles installs directly from the HubSpot Marketplace as a native integration. Once installed, you can associate documents with HubSpot objects (contacts, deals, companies,etc), trigger document workflows from lifecycle stages or form submissions, share files via secure links, and track engagement, all from within the HubSpot CRM interface.

**Q: Can CloudFiles automate document workflows in HubSpot?**
Yes. CloudFiles enables workflow automation based on changes in deal stage, form submissions, lifecycle stage transitions, or custom HubSpot triggers. You can automatically generate documents, send files, and set up sharing links. AI-based data extraction for HubSpot is coming soon.

**Q: What document formats does CloudFiles support?**
CloudFiles supports PDF, DOCX (Microsoft Word), PPTX (PowerPoint), XLSX(Excel) and other common formats. For document generation, create templates in Google Docs or Microsoft Word, then generate polished PDFs or Word files instantly from HubSpot CRM data. It also supports eSignature via DocuSign.

**Q: Is CloudFiles HIPAA and GDPR compliant?**
Yes. CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR.

**Q: What cloud storage providers does CloudFiles connect with?**
CloudFiles integrates with all major cloud storage providers, including Google Drive, Microsoft SharePoint, OneDrive, Dropbox, Box, and AWS S3. This lets HubSpot teams manage documents from their existing storage without migrating files to a new system.

**Q: How does CloudFiles compare to HubSpot's native Files tool?**
CloudFiles goes far beyond HubSpot's native file tool. It offers advanced link security (password protection, expiry, download controls), real-time engagement analytics (views, downloads, time-on-page per recipient), dataroom creation, external storage connections, document generation with CRM data, and eSignature.

**Q: How much does CloudFiles for HubSpot cost?**
CloudFiles offers multiple pricing tiers to fit teams of different sizes and document volumes. You can view up-to-date plans at www.cloudfiles.io/pricing/hubspot/document-management, or book a demo to discuss a tailored plan for your team. A HubSpot Affiliate Partner Program is also available, offering up to 30% recurring commission.

**Q: How long does it take to get started with CloudFiles?**
Most teams are live the same day. CloudFiles installs from the HubSpot Marketplace in minutes, and our onboarding team provides a personalised walkthrough. Users report that the tool is "live in HubSpot workflows instantly" with "effortless onboarding" and 24/7 support for any questions during setup.

## 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/hubspot?utm_content=hs-footer)