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 Sharing for HubSpot
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
What is CloudFiles document sharing?
One platform for every HubSpot document sharing workflow
CloudFiles is the document sharing layer for HubSpot, turning any file, folder, or dataroom into a secure, trackable link without moving content out of Google Drive, SharePoint, OneDrive, Dropbox, Box, or AWS S3. It runs natively inside HubSpot through the App Card and Sidebar Widget, so links, security settings, and engagement data stay tied to the record. Files stay in your own storage; CloudFiles never re-hosts them.
1,000+
Teams using CloudFiles to streamline workflows
75%
Average reduction in document chaos reported by teams
4.8/5
Average rating on the HubSpot Marketplace
6
Connected storage platforms in one Integrations screen
The problem with HubSpot's Documents tool
HubSpot's Documents tool wasn't built to track, secure, or automate document delivery
HubSpot's Documents tool works for a quick trackable link, but it wasn't built to set expiry, secure access, or collect anything back. CloudFiles changes the starting point.
Without CloudFiles
- HubSpot's Documents tool creates a basic link with no expiry, no password, and no way to revoke access later.
- View counts are basic, with no session detail, no downloads tracked, and no time spent per page.
- Sharing several related documents still means several separate links, with no way to bundle them into one portal.
- Collecting documents back from a client isn't built in, with no structured upload area tied to the link.
- Every shared link carries HubSpot's own branding, with no custom logo or domain of your own.
With CloudFiles
- Every file, folder, or dataroom becomes a secure, trackable link with expiry, password protection, and email verification, set from the record.
- Views, downloads, sessions, and time on page are tracked automatically and pushed back to the HubSpot record and timeline.
- Multiple files and folders group into one branded dataroom link, organized into sections, with file request blocks for anything you still need back.
- File requests inside a dataroom collect documents straight into the right destination folder in your connected storage, with no manual sorting.
- Shared links and the viewer can carry your own logo and domain, on the Enterprise plan.
Advanced document sharing in HubSpot
File & folder sharing
Creates secure, trackable links for individual files or entire folders, right from the record.
- Creates secure links for individual files or entire folders from the App Card or Sidebar Widget
- Opens shared content in the CloudFiles File Viewer, with no sign-in or software required for recipients
- Folder links show the full folder structure, with per-file preview governed by the folder's access rules
- Links stay connected to the source file, so recipients always see the latest version
Dataroom management
Groups files and folders into a branded, trackable portal for anything that needs to move as one package.
- Groups files, folders, and file request blocks under one shareable link
- Organizes content into named sections to control what recipients see and in what order
- Structural or content changes apply instantly to the same link, with no new link required
- Custom logo, favicon, and domain on shared links and the viewer (Enterprise plan)
Link settings & security
Control access your way, right down to the individual link.
- Sets link expiry by date and time or a maximum number of views, whichever hits first
- Enables or disables downloads per link; disabled links hide download buttons in the viewer entirely
- Adds password protection, email verification, or allow and block lists by email or domain
- Restricts access to contacts in a specific HubSpot list
Engagement analytics & reporting
Know exactly how your documents are performing, down to the page.
- Tracks views, sessions, downloads, total time, and time per page for every file, folder, and dataroom
- Logs viewer location and individual session level detail
- Tracks engagement on email attachments the same way as shared links, tied to the HubSpot contact
- Pushes events to HubSpot for workflows and reporting, with the HubSpot tracking code enabling anonymous to identified attribution
Automated sharing workflows
Put document sharing on autopilot with actions built for HubSpot workflows.
- Create Dataroom, Add to Dataroom, and Delete Dataroom actions build and maintain datarooms from HubSpot workflows
- Share Attachment generates a secure link for any record attachment without manual link creation
- Update Link Settings changes expiry, downloads, or email verification on existing links automatically
- Move HubSpot Files relocates form uploads into connected storage; Update Resource Permissions grants or revokes access by email
How it works
Live in three steps
Step 1
Create a secure link
Generate a link for any file, folder, or dataroom from the record's App Card or Sidebar Widget.
Step 2
Set access and security
Choose expiry, downloads, passwords, or email verification before sharing.
Step 3
Share and track
Send the link and watch views, downloads, and engagement flow back to the HubSpot record in real time.
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
HubSpot's Documents tool vs. other apps vs. CloudFiles
Capability
HubSpot's Documents toolHubSpot's Documents tool
Other Marketplace appsOther Marketplace apps
CloudFilesTrackable, branded share links
not supported
Basic tracking, no branding
not supported
Varies by vendor
fully supported
Every link, branded on Enterprise
Link expiry & password protection
not supported
Not supported
not supported
Varies
fully supported
Date, view-count, and password
Dataroom / multi-file portals
not supported
Not supported
not supported
Rare
fully supported
Native, with file requests
Engagement analytics pushed to CRM
not supported
Basic view count only
not supported
Limited
fully supported
Views, downloads, sessions, time-per-page
Automated sharing from workflows
not supported
Not supported
not supported
Varies
fully supported
9 dedicated workflow actions
Files stay in your own storage
not supported
Files live in HubSpot
not supported
Varies
fully supported
Never copied into your CRM
Document sharing use cases in HubSpot
Document collection portal
Automates the collection of the right documents through selective portals and secure client uploads inside HubSpot.
Link creation and sharing
Turns every file into a trackable link with upload alerts, email-verified access, and privacy-compliant sharing from HubSpot.
Engagement and analytics
Captures views, logs contacts, and builds dashboards, with engagement tracking automated directly in HubSpot.
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.
Built for every HubSpot team
One platform, tailored to how each team already works in HubSpot.
Sales
Auto-create deal folders, generate proposals and contracts from deal data, and share them as trackable links with e-signature via DocuSign.
Marketing
Share collateral across web, social, ads, and email while collecting personalized analytics, even without gating content.
Service
Automate folder and file operations tied to service records, and collect documents from customers with file requests that transfer straight to connected 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 sharing FAQs
Document sharing in HubSpot means sending files, folders, or collections of documents to people outside your CRM with control over who can access them and visibility into how they're used. CloudFiles adds secure, trackable links, expiry and password controls, and engagement analytics directly on top of HubSpot records.
HubSpot's Documents tool creates trackable links for individual files, but it doesn't offer link expiry, password protection, dataroom bundling, or workflow automation. CloudFiles adds all of these on top of the same connected storage.
Yes. Links can expire on a specific date and time, after a set number of views, or both, whichever limit is reached first. Expired links become inaccessible until the expiry settings are updated.
Yes. CloudFiles tracks views, sessions, downloads, total time spent, and time spent per page for every file, folder, and dataroom, and pushes that engagement data to the associated HubSpot record.
A dataroom is a single shareable link that groups multiple files, folders, and file request blocks into one organized portal. It's built for cases like client onboarding or due diligence, where several documents need to move as one package.
Yes. File request blocks inside a dataroom give recipients a defined upload area, and anything they upload is stored automatically in the destination folder you configure, with no manual sorting after the fact.
Yes. Workflow actions can create and populate datarooms, generate share links, update link security settings, and move HubSpot form uploads into connected storage, all triggered from HubSpot workflows.
Yes, on the Enterprise plan. Custom logo, favicon, and domain apply across all shared links and the CloudFiles viewer, for both new and existing links.
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.