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
Trusted by leading teams worldwide
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 sharing starts with the right link
Upload alerts
Automate upload alerts inside HubSpot to notify your team instantly when files are added.
- Trigger instant email alerts on new file uploads.
- Auto-generate and store secure shareable links.
- Attach links to HubSpot records for easy access and tracking.
Secure sharing
Send secure collaterals from HubSpot using email verification
- Generate secure, trackable file links in HubSpot with CloudFiles.
- Enforce access control via an email wall (soft or hard validation) and restrict by email or domain.
- Automate file sharing with verification and track access activity.
Document portal analytics
Share file portals with analytics from HubSpot using CloudFiles
- Auto-create an internal folder and a dataroom when a deal hits a certain stage.
- Selectively share files from the internal folder by adding them to the dataroom.
- Attach the dataroom link to the deal and view detailed access analytics directly in HubSpot.
Consent compliance
Enable data consent and privacy compliance for file views with CloudFiles
- Toggle on end‑user data collection consent in the CloudFiles dashboard.
- Add a clear consent statement (e.g., including NDA reference) before users enter any email.
- Display a Privacy Policy link at the bottom of the CloudFiles viewer for transparency.
Loved by teams. Backed by results.
But don’t just take it from us.
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
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
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 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.