From Engagement to Insight in One Step

From file views to contacts and dashboards, CloudFiles automates engagement tracking inside HubSpot.

Link Creation and sharing

Trusted by Leading Teams Worldwide

  • ArchSocial
  • D&S Car Wash Supply
  • HubSpot
  • Lyka
  • Neighbourhood
  • Taxolution Advisory LLC
  • Tenet Technologies
  • The Here Team
  • Trion Properties
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Why CloudFiles?

Because sharing files in HubSpot shouldn’t slow you down—it should run on autopilot.
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Workflows That Work for You

Stop chasing files—trigger actions the moment a document is uploaded, viewed, or shared.

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Links That Do More

Create secure, trackable links with alerts, analytics, and compliance—straight from HubSpot.

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Sharing Made Effortless

Auto-generate secure, branded links with the right permissions—every single time.

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Effortless File Flow

Form uploads, contracts, or proposals land in the right folder instantly—without you lifting a finger.

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Insights That Drive Action

Know who opened, viewed, or engaged with your content—and let workflows respond automatically.

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Consistency Without Effort

Keep files organized, accessible, and compliant across teams—without repetitive manual tasks.

Smarter Engagement Starts With Automated Analytics

Capture views, track files, log contacts, and build dashboards—engagement data flows into HubSpot automatically.

Anonymous Insights

Collect anonymous analytics on public CloudFiles links in HubSpot

  • Share public links to documents via CloudFiles for use in campaigns or landing pages.
  • Track anonymous engagement like views, time spent, downloads, and location.
  • Sync analytics to HubSpot with CloudFiles custom object for reporting and dashboards.
Learn More
Collect Anonymous Analytics on Publicly Shared Documents

Email Analytics

Build HubSpot Dashboards for Email Attachment Analytics

  • Share campaign assets as secure CloudFiles links in HubSpot emails.
  • Track recipient engagement like views, time spent, and downloads.
  • Build HubSpot dashboards with CloudFiles data for campaign insights.
Learn More
Track Email Attachments with HubSpot Dashboards

File View Analytics

Track file view analytics using a CloudFiles custom object in HubSpot

  • Set up the CloudFiles “views” custom object in HubSpot.
  • Log detailed file view data like time spent and scroll depth.
  • Build reports and dashboards to analyze engagement trends.
Learn More
Track Analytics

Contact Insights

Automatically Capture HubSpot Contacts from File Views via CloudFiles

  • Use soft-gating to collect viewer emails before access.
  • Append a personalised parameter for auto-capture with no gating.
  • New or existing contacts are logged in HubSpot with file view activity.
Learn More
Capture contacts from file views
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Used across industries

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
fin

Financial Industry

Collect KYC and compliance docs via Datarooms and track client engagement with custom audit-ready dashboards.
Banking
Insurance
Wealth
Assets
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Technology & IT

Manage project, onboarding, and client files by organizing them in external storage and linking them to deals and tickets.
Software
Hardware
Cloud
ITSM
Manufacturing

Manufacturing

Structure supplier, QA, and compliance documents in cloud folders connected to vendor records or production tickets.
Machinery
Automotive
Chemicals
More

Loved by Teams. Backed by Results.

But don’t just take it from us.

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4.8/5

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4.5/5

Capterra

4.8/5

  • lykapetfood_logo

    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!

    Goldman, L

    Lauren Goldman

    Lyka

  • Taxolution Advisory LLC

    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!

    Rosenwasser, R.

    Ron Rosenwasser

    Taxolution Advisory LLC

  • thehereteam_logo

    CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics.

    Carolyn Treviño Jenkins

    Carolyn Treviño Jenkins

    We Are Here

  • HubSpot_Logo

    Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly.

    Chris Moore

    Chris Moore

    HubSpot

  • D&S Car Wash Supply

    CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement.

    Ken Underhill

    Ken Underhill

    D&S Car Wash Supply

  • Neighbourhood

    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

    Trav White

    Neighbourhood

  • architecturesocial_logo

    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

    Stephen Drew

    Architecture Social

  • trion_properties_logo

    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

    Frank Bocchino

    Trion properties

  • tenet_tech_logo

    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

    John Wu

    Tenet Technologies

  • Stay compliant & secure.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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    Book Your Personalized Demo

    You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

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