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
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
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
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 sharing use cases
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.
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
Built for every HubSpot team
One platform, tailored to how each team already works in HubSpot.
Sales
Auto-create deal folders, generate on-brand proposals and contracts from deal data, and share them as trackable links with e-signature via DocuSign, all without leaving HubSpot.
Marketing
Share collateral across web, social, ads, and email while collecting personalized analytics, even without gating content, then segment and score leads using HubSpot lists and workflows.
Service
Automate folder and file operations tied to service records, and securely collect documents from customers with file requests that transfer straight to your connected cloud storage.
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.