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
Document Management for HubSpot
Manage and automate every document in HubSpot
Connect your storage, surface every file on the record, and automate folder and file operations all inside HubSpot, without a single file leaving your storage.
Trusted by leading teams worldwide
What is CloudFiles document management?
One platform for every HubSpot document workflow
CloudFiles is the document management layer for HubSpot, connecting Google Drive, SharePoint, OneDrive, Dropbox, and Microsoft Teams directly to contacts, companies, deals, tickets, and custom objects. It runs natively inside HubSpot through the App Card and Sidebar Widget, so teams store, surface, and automate documents without leaving the record. Files stay in your own storage, CloudFiles never re-hosts them.
500+
Teams using CloudFiles inside HubSpot
4.8/5
Average rating on the HubSpot Marketplace
4
Independent certifications: SOC 2, ISO 27001, HIPAA, GDPR
5
Connected storage platforms in one Integrations screen
The problem with native HubSpot Files
HubSpot's native Files tool wasn't built to manage documents at scale
Native Files works for a quick attachment, but it wasn't built to manage documents at scale. CloudFiles changes the starting point.
Without CloudFiles
- Every file uploaded through HubSpot's native Files tool counts against your file storage allocation.
- Files sit in a flat file manager, no per-record folder structure by deal, contact, or ticket.
- Keeping HubSpot in sync with Google Drive, SharePoint, or OneDrive means manually downloading and re-uploading files.
- Someone creates folders and attaches files to every new record by hand.
- External sharing means a public link with no tracking, expiry, or revocation.
With CloudFiles
- Files stay in Google Drive, SharePoint, OneDrive, Dropbox, or Microsoft Teams, off HubSpot's file storage, with real-time two-way sync.
- Every record gets files and folders associated automatically through the App Card and Sidebar Widget.
- Connected storage respects your existing permissions by design, no separate access model.
- Workflow actions like Create Folder and Create Attachment file and link documents as records move through stages.
- External sharing runs through secure, trackable links with expiry, passwords, and analytics.
Everything HubSpot needs to manage documents at scale
Storage integrations
Connect Google Drive, SharePoint, OneDrive, Dropbox, and Microsoft Teams to HubSpot from a single Integrations screen.
- Browses Google Drive by My Drive, Shared drives, Shared with me, or Starred
- Browses registered SharePoint sites by All sites or Followed sites
- Sets file and folder conflict behavior per integration, rename, replace, no-op, or fail
- Syncs in real time, so source changes reflect in HubSpot automatically
Record widgets
The App Card and Sidebar Widget connect HubSpot records to external storage.
- App Card: browse, open in the storage platform, rename, replace, view analytics
- Sidebar Widget: quick access via resource tiles, with share, download, analytics
- Supports single, multiple, and cross-library associations per record
Content library
Centralizes access to connected storage inside HubSpot, with real-time sync and permission handling.
- Browses, uploads, and links files and folders to HubSpot records
- Reflects source changes automatically through real-time sync
- Controls access using HubSpot permissions and storage settings together
- Supports searching, renaming, and previewing without switching platforms
Automations
Workflow actions handle document tasks inside HubSpot workflows, in sync with CRM activity.
- Create Folder: auto-creates a folder per record, named after the deal
- Create Attachment: links an existing file or folder to a record
- Move / Update Resource: relocates or renames files as a record changes stage
- Delete Attachment / Resource: removes outdated files automatically
How it works
Live in three steps
Step 1
Connect your storage
Install CloudFiles from the HubSpot Marketplace and connect Google Drive, SharePoint, OneDrive, Dropbox, or Microsoft Teams from Integrations. Files stay in your own storage.
Step 2
Organize & automate
Add the App Card to your record pages, set conflict rules per integration, and use workflow actions so every record files and links documents automatically.
Step 3
Access & share
Browse, preview, and manage files from the record or the Content Library, and share externally through secure, trackable links.
Explore popular storage-specific features
Google Drive
Best for teams already on Google Workspace.
SharePoint
Best for enterprise file control within the Microsoft ecosystem.
OneDrive
Best for teams standardized on Microsoft 365.
Not sure where to start?
You don't have to figure it out alone. Book a 30-minute session and we'll walk through what matters for your setup.
CloudFiles vs. alternatives
Native Files vs. other apps vs. CloudFiles
Capability
Native HubSpot FilesNative HubSpot Files
Other Marketplace appsOther Marketplace apps
CloudFilesExternal storage (Google Drive, SharePoint, OneDrive, Dropbox, Microsoft Teams)
not supported
Not supported
not supported
Varies by vendor
fully supported
Natively, from one Integrations screen
Files stay in your own storage
not supported
Stored in HubSpot
not supported
Often copied or cached
fully supported
Never copied into your CRM
Automatic folder creation per record
not supported
Manual
not supported
Varies
fully supported
Automated via workflow actions
Runs natively inside HubSpot
not supported
Native
not supported
Often middleware
fully supported
App Card + Sidebar Widget on the record
Secure external sharing with tracking
not supported
Basic links
not supported
Limited
fully supported
Tracked links with expiry & analytics
Respects existing storage permissions
not supported
Not supported
not supported
Varies
fully supported
By design
Document management use cases in HubSpot
Smart file & folder organization
Automates HubSpot folder creation, deal folder sharing, and file routing from HubSpot forms.
Centralized document collection
Collects documents securely through selective portals, client upload spaces, and approval workflows.
Document sharing use cases
See more ways CloudFiles shares, tracks, and manages documents across teams and clients.
Getting started
Installation guide
A 2-minute guide to setting up the CloudFiles HubSpot integration.
Quick starts
Help articles to get started with common use cases fast.
Tutorials
Detailed articles showing how industry leaders use CloudFiles.
Document management for every HubSpot team
Manage documents by role, right from the records your team already works in.
Sales
Auto-create and share deal folders, and automate folder and file operations tied to every deal, so proposals and supporting files stay organized without manual filing.
Marketing
Maintain a central library for all shared collateral, with multiple trackable links per asset, so marketing teams always share the current version.
Service
Request and collect files from customers directly through HubSpot, and transfer every upload automatically to your connected cloud storage.
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
GDPR
ISO 27001
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
HubSpot document management FAQs
Document management in HubSpot means organizing, storing, and controlling files linked to HubSpot records, such as contacts, deals, companies, or any custom object. CloudFiles extends this by connecting external cloud storage directly to HubSpot, so files stay associated with the right record without leaving the CRM.
CloudFiles connects Google Drive, SharePoint, and OneDrive to HubSpot, auto-creates and associates folders per record, and centralizes files in a searchable content library. This lets teams manage documents at scale without adding manual filing work.
No. CloudFiles works alongside them. Files uploaded through HubSpot's native tools stay where they are; CloudFiles adds a layer on top that connects external cloud storage to HubSpot records, so teams aren't limited to what's stored natively in HubSpot.
CloudFiles connects Google Drive, SharePoint, OneDrive, Dropbox, and Microsoft Teams to HubSpot from a single Integrations screen inside the app.
CloudFiles applies a conflict behavior you set per integration: rename (adds a numeric suffix), replace (overwrites the existing file), no-op (keeps the existing file), or fail (stops the action and returns an error).
Yes. The Create Folder workflow action creates a folder in your connected storage, named after the deal, contact, or any record property, whenever a workflow triggers it, so every record has a corresponding folder without manual setup.
Yes. CloudFiles automates document workflows using actions like Create Folder, Create Attachment, Move Resource, and Update Resource, triggered from HubSpot workflows without requiring code.
CloudFiles respects existing storage permissions by design, so access controls set in Google Drive, SharePoint, or OneDrive carry over automatically when files are managed from HubSpot.
Yes. CloudFiles supports centralized document collection through selective client portals, upload spaces, compliance controls, and approval workflows, so incoming files are organized without manual intake.
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