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The Ultimate Document Management Tool Built for HubSpot
As the leading file management & sharing platform for HubSpot, we offer an intuitive document management solution that lets you manage, share, and automate your workflows—all within HubSpot. Don’t miss out!
Trusted by Leading Teams Worldwide
Built-In Document Power for HubSpot....
CloudFiles brings file association, automation, storage integration, and content libraries — all natively inside HubSpot.
Storage Integrations
Integrate seamlessly with leading platforms like SharePoint, AWS S3, Google Drive, and more to manage external files directly within HubSpot.
- 40% faster document retrieval with real-time syncing.
- 100% compliance through controlled access, permissions, and version tracking
- Boost collaboration by 2x with secure document sharing inside HubSpot
Associate Files & Folders
Access two-way synced cloud drives from any HubSpot records and associate files, folders or datarooms for easy access & management
- 2-way sync with all cloud storages
- Access & manage from any record
- Auto creation & association
- Respect storage permissions by design
Content Library
Create a centralized document hub inside HubSpot backed by your connected storage.
- View and access files & folders from connected storage
- Perfect for SOPs, templates, client assets & more
- Organized, searchable & permission-controlled
- Shared across teams, objects & records
Automate
Variety of touchpoints to streamline and customize the app for your business needs without even a single line of code
- Variety of modular workflow actions that work with all storages
- Trigger workflows and filter lists using variety of CloudFiles events.
- Create even more automations using automatically maintained CloudFiles Properties
Getting Started…
Checkout these resources that can help get you started and up to speed with our HubSpot integration…
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Installation Guide
2-min guide to setup and get started with the CloudFiles HubSpot integration
Quick Starts
List of help articles needed to quickly get started with some common use-cases
Tutorials
Detailed articles on various use-cases that help understand how the industry leaders are using CloudFiles
Document Management Use Cases
Discover how CloudFiles streamlines document organization, collection, and sharing with HubSpot and external storage.
Smart File & Folder Organization
Effortlessly automate HubSpot document management with folder creation, deal folder sharing, and HubSpot form file routing.
Centralized Document Collection
Streamline secure document collection with selective portals, client upload spaces, compliance controls, and approval workflows in HubSpot.
Explore Document Sharing Use Cases
Learn additional ways CloudFiles can improve how you share, track, and manage documents across teams and clients.
Stay compliant & secure.
Loved by Teams. Backed by Results.
Don’t just take our word for it—take theirs...
CloudFiles was live in our HubSpot workflows instantly. Easy to use, solved all file-sharing issues, and the personalized support made onboarding effortless. Highly recommend!
Lauren Goldman
Lyka
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 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
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
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 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
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 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
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
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You are one Click Away from Smarter Documents. Join 1000+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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