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Smart, Secure Document Sharing, Built for HubSpot
Share documents with precision, track engagement in real-time, automate workflows, and stay in control — all without leaving HubSpot.
Trusted by Leading Teams Worldwide
Advanced Document Sharing in HubSpot
Deliver documents with full control, brand consistency, and powerful analytics—directly from HubSpot.
File & Folder Sharing
Share anything — from a single file to an entire folder—trackable and flexible.
- Share individual files, full folders, or multiple links per asset
- Built-in file viewer with detailed engagement tracking
- Consolidated views for grouped documents and folders
- Easy access for teams and external stakeholders
Dataroom Management
Deliver polished, secure document collections & sharing portal.
- Group files and folders into branded, trackable datarooms
- Add your logo and custom domain for a professional experience
- Allow external users to upload files directly into the dataroom
- Ideal for client onboarding, investor kits, or deal collaboration
Link Settings & Security
Control access your way.
- Set link expiry by date or number of views
- Enable or disable downloads, printing, and offline access
- Add passwords or restrict access using HubSpot lists or email
- Use soft or hard email gating, and support for subscription gating
Engagement Analytics & Reporting
Know exactly how your documents are performing.
- Get page-by-page analytics and document-level metrics
- Attribute engagement to contacts via email gating and HubSpot cookies
- Automatically log timeline events and create new records
- Build dashboards using real-time document interaction data
Automated Sharing Workflows
Put document sharing on autopilot.
- Trigger sharing actions based on deal stages, form submissions, or custom workflows
- Leverage CloudFiles actions, events, and properties inside HubSpot workflows
- Seamlessly integrate with custom objects and APIs for full control
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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 Sharing Use Cases
Discover how CloudFiles streamlines document collection, sharing and tracking analytics with HubSpot.
Document Collection Portal
Automate the collection of the right documents with selective portals and secure client uploads inside HubSpot.
Link Creation & Sharing
Turn every file into a trackable link with upload alerts, email-verified access, and privacy-compliant sharing from HubSpot.
Engagement & Analytics
Capture views, log contacts, and build dashboards - CloudFiles automates engagement tracking directly in HubSpot.
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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