# CloudFiles - The Ultimate HubSpot Document Management > CloudFiles manages, shares, and automates documents inside HubSpot, connecting external cloud storage directly to HubSpot records. ## Document management for HubSpot CloudFiles connects external cloud storage to HubSpot, so teams can manage, share, and automate documents without leaving HubSpot. [Get on marketplace](https://ecosystem.hubspot.com/marketplace/apps/cloudfiles) · [Book a demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-management-hero) *Trusted by leading teams worldwide* Logos: Architecture Social, D & S Car Wash Supply, Lyka, HubSpot, We Are Here, Tenet Technologies, Taxolution Advisory, Neighbourhood, Trion Properties ## 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 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 [Learn more](https://www.cloudfiles.io/hubspot/features/storage-integrations) ### Associate files & folders 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 [Learn more](https://www.cloudfiles.io/hubspot/features/associate-files-and-folders) ### Content library 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 [Learn more](https://www.cloudfiles.io/hubspot/features/content-library) ### Automate 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 [Learn more](https://www.cloudfiles.io/hubspot/features/automated-management) ## Getting started - **Installation guide** — A 2-minute guide to setting up and getting started with the CloudFiles HubSpot integration. [Learn More](https://help.cloudfiles.io/hubspot/quJO-installation-guide-for-cloudfiles-HubSpot-integration) - **Quick starts** — A list of help articles to help you quickly get started with common use cases. [Learn More](https://help.cloudfiles.io/hubspot/doc-management-quickstart) - **Tutorials** — Detailed articles on various use cases that show how industry leaders use CloudFiles. [Learn More](https://help.cloudfiles.io/hubspot/tutorials) ## Document management use cases in HubSpot - **Smart file & folder organization** — CloudFiles automates HubSpot folder creation, deal folder sharing, and file routing from HubSpot forms. [Explore Now](https://www.cloudfiles.io/hubspot/use-cases/smart-file-and-folder-organization) - **Centralized document collection** — CloudFiles collects documents securely through selective portals, client upload spaces, compliance controls, and approval workflows in HubSpot. [Explore Now](https://www.cloudfiles.io/hubspot/use-cases/centralized-document-collection) - **Explore document sharing use cases** — See more ways CloudFiles shares, tracks, and manages documents across teams and clients. [Explore Now](https://www.cloudfiles.io/hubspot/use-cases/document-sharing-usecases) ## 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, GDPR, ISO 27001 [Security overview](/security) ## Loved by teams. Backed by results. Don't just take our word for it—take theirs. > "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** ## 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. [Explore for sales](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start) - **Marketing** — Maintain a central library for all shared collateral, with multiple trackable links per asset, so marketing teams always share the current version. [Explore for marketing](https://help.cloudfiles.io/hubspot/cms-and-marketing-users-quick-start) - **Service** — Request and collect files from customers directly through HubSpot, and transfer every upload automatically to your connected cloud storage. [Explore for service](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start) ## HubSpot document management FAQs **Q: What is document management in HubSpot?** 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. **Q: How does CloudFiles improve document management in HubSpot?** 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. **Q: Does CloudFiles replace HubSpot's native Files and Documents tools?** 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. **Q: What types of documents can be managed with CloudFiles 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. **Q: Does CloudFiles support document automation in HubSpot?** 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. **Q: Who typically uses CloudFiles for document management in HubSpot?** 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. **Q: How fast is document retrieval with CloudFiles in HubSpot?** CloudFiles retrieves documents up to 40% faster than manual filing methods, using real-time syncing between connected storage and HubSpot records. **Q: Can CloudFiles collect documents from clients directly in 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. **Q: How does CloudFiles handle permissions for HubSpot document management?** 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. ## 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. [Book a demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-management-footer)