# Doc Share - Use Cases - Engagement & Analytics

> Track file views, email attachments, and contact activity. CloudFiles logs engagement in HubSpot and builds dashboards without manual effort.

## From engagement to insight in one step

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

[Book demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-engagement-and-analytics-hero) · [Get now](https://app.hubspot.com/ecosystem/45277447/marketplace/apps/cloudfiles)

*Trusted by leading teams worldwide*
Logos: Architecture Social, D & S Car Wash Supply, Lyka, HubSpot, We Are Here, Tenet Technologies, Taxolution Advisory, Neighbourhood, Trion Properties

*Because sharing files in HubSpot shouldn’t slow you down—it*

## Why CloudFiles?

- **Workflows that work for you** — Files land in the right HubSpot record instantly and trigger workflow actions automatically. No chasing, no manual logging.
- **Links that do more** — Create password-protected, expiring links with per-view analytics generated from any HubSpot record in 10 seconds.
- **Auto-branded sharing** — Auto-generate branded, permission-controlled links based on the HubSpot record they're attached to, every time.
- **Zero-touch file routing** — Every upload is routed to the correct folder in Google Drive, SharePoint, or OneDrive instantly. 0 manual moves.
- **Insights that drive action** — See who opened your doc, time spent per page, and downloads, then trigger HubSpot workflows automatically.
- **Always organised & compliant** — HIPAA, SOC 2, and GDPR-compliant file handling across every deal with audit logs and access controls built in

## Smarter engagement starts with automated analytics

### Anonymous insights

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](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-engagement-and-analytics-mid)

### Email analytics

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](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-engagement-and-analytics-mid-2)

### File view analytics

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](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-engagement-and-analytics-mid-3)

### Contact insights

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](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-engagement-and-analytics-mid-4)

## Loved by teams. Backed by results.

But don’t just take it from us.

> "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**

> "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**

> "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 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**

> "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 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**

> "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**

> "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 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 Goldman, Lyka**

## 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.

Certifications: SOC 2 Type II, HIPAA, GDPR, ISO 27001

[Security overview](/security)

## 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. [Explore for sales](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start)
- **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. [Explore for marketing](https://help.cloudfiles.io/hubspot/cms-and-marketing-users-quick-start)
- **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. [Explore for service](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start)

## Book your personalized demo

You're one click away from smarter docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-engagement-and-analytics-footer)