# Doc Share - Use Cases - Link Creation and Sharing > Create and share secure, trackable links in HubSpot automatically. Get alerts, enforce access control, and track engagement with ease. ## From file to smart link in seconds From creation to alerts, analytics, and compliance, CloudFiles automates every step of link sharing in HubSpot. [Book demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-link-creation-and-sharing-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 sharing starts with the right link ### Upload alerts 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. [Learn more](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-link-creation-and-sharing-mid) ### Secure sharing 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. [Learn more](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-link-creation-and-sharing-mid-2) ### Document portal analytics 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. [Learn more](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-link-creation-and-sharing-mid-3) ### Consent compliance 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. [Learn more](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-usecases-link-creation-and-sharing-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-link-creation-and-sharing-footer)