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
CloudFiles connects external cloud storage to HubSpot, so teams can manage, share, and automate documents without leaving HubSpot.
Trusted by leading teams worldwide
Built for document management in HubSpot
Manage documents faster, more securely, and with better collaboration.
40%
Faster document retrieval with real-time syncing
100%
Compliance through controlled access, permissions, and version tracking
2x
Boost in collaboration with secure document sharing inside HubSpot
Built-in document management for HubSpot
Storage integrations
CloudFiles connects Google Drive, SharePoint, AWS S3, and other storage providers, so external files are managed directly inside HubSpot.
- Retrieves documents 40% faster with real-time syncing
- Maintains compliance through controlled access, permissions, and version tracking
- Doubles team collaboration with secure document sharing inside HubSpot
Associate files & folders
CloudFiles two-way syncs cloud drives to any HubSpot record, associating files, folders, or datarooms for quick access.
- Two-way syncs with all connected cloud storages
- Provides access and management from any HubSpot record
- Auto-creates and associates folders per record
- Respects existing storage permissions by design
Content library
CloudFiles centralizes a document hub inside HubSpot, backed by connected storage.
- Views and accesses files and folders from connected storage
- Supports SOPs, templates, and client assets
- Keeps content organized, searchable, and permission-controlled
- Shares content across teams, objects, and records
Automate
CloudFiles automates document workflows in HubSpot without code.
- Provides modular workflow actions that work across all storages
- Triggers workflows and filters lists using CloudFiles events
- Builds further automations using automatically maintained CloudFiles properties
Getting started
Installation guide
A 2-minute guide to setting up 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.
Document management use cases in HubSpot
Smart file & folder organization
CloudFiles automates HubSpot folder creation, deal folder sharing, and file routing from HubSpot forms.
Centralized document collection
CloudFiles collects documents securely through selective portals, client upload spaces, compliance controls, and approval workflows in HubSpot.
Explore document sharing use cases
See more ways CloudFiles shares, tracks, and manages documents across teams and clients.
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
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.
HubSpot document management FAQs
Document management in HubSpot means organizing, storing, and controlling files linked to HubSpot records — 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 AWS S3 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 and documents shared through HubSpot's native tools stay where they are; CloudFiles adds a layer on top that connects external cloud storage (Google Drive, SharePoint, AWS S3) to HubSpot records, so teams aren't limited to what's stored natively in HubSpot.
CloudFiles manages any file type associated with HubSpot records, including SOPs, templates, client assets, proposals, and compliance documents, organized in a searchable content library shared across sales, marketing, and service teams.
Yes. CloudFiles automates document workflows using modular actions that work across all connected storages, triggering on HubSpot events and filtering lists based on document activity without requiring code.
CloudFiles is used by HubSpot admins, sales teams, marketing teams, and service teams that need to manage documents at scale while keeping storage costs down and file organization consistent across records.
CloudFiles retrieves documents up to 40% faster than manual filing methods, using real-time syncing between connected storage and HubSpot records.
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.
CloudFiles respects existing storage permissions by design, so access controls set in Google Drive, SharePoint, or AWS S3 carry over automatically when files are managed from HubSpot.
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