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 WuTenet Technologies
Complete document generation solution built for HubSpot
CloudFiles is the leading document generation solution for HubSpot. Create personalized proposals, invoices, and contracts using CRM data, then generate or eSign them without leaving HubSpot.
Trusted by leading teams worldwide
Complete control over your documents in HubSpot
Design templates, insert live HubSpot data, preview, and publish in one click. Generate in bulk, and export to Word, Excel, PDF, or PPT. From setup to e-signature, manage everything inside HubSpot.
Built-in document power for HubSpot
Design studio
Create data-driven templates inside Microsoft Office that automatically pull HubSpot fields, images, and tables, and apply formatting for every record.
- Build templates using Word, PowerPoint, and Excel add-ins.
- Control data formatting, tables, and native Word styles in one place.
- Preview and publish in seconds for instant use across records.
Data orchestration
Control how HubSpot data flows into your documents. Access standard and custom objects, use Office actions to insert dynamic content, and define records, collections, and recipients.
- Fetch data from all HubSpot objects and related records.
- Insert fields, tables, images, and logic using Office actions.
- Configure single records, collections, and recipients for e-sign workflows.
Template control centre
Manage all your templates from one place. Track versions, ownership, and usage while keeping full control over edits and access.
- View templates by object, creator, and version.
- Access version history, download, or delete templates.
- Maintain consistency and governance across all documents.
Document generation
Generate documents instantly from HubSpot records using your pre-created templates. Create PDF, Word, PowerPoint, or Excel files that automatically pull live CRM data.
- Access templates directly from HubSpot records.
- Generate documents in seconds with real-time data merge.
- Reduce manual document creation by 70%+ and eliminate copy-paste errors.
E-signature
Streamline approvals and close deals faster with CloudFiles' native DocuSign integration inside HubSpot.
- Send and sign instantly using integrated DocuSign.
- Cut closure time by 50% through automated signature routing.
- Ensure complete security and compliance.
Getting started
Check out these resources to get up to speed with our HubSpot integration.
Installation guide
A 2-minute guide to setup and getting started with the CloudFiles HubSpot integration.
Quick starts
A list of help articles to help you quickly get started with common use cases.
Tutorials
Detailed articles on various use cases that show how industry leaders use CloudFiles.
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.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Loved by teams. Backed by results.
Don't just take our word for it, take theirs.
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 BocchinoTrion 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 DrewArchitecture 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 WhiteNeighbourhood
Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly.
Chris MooreHubSpot
CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement.
Ken UnderhillD&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 JenkinsWe 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 RosenwasserTaxolution 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 GoldmanLyka
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.
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.
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.
Book a demo
You're one click away from smarter documents. Join 1,000+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.