Securely share collateral with email verification

Send important documents from HubSpot using secure, email-verified links. Ensure only intended recipients can access your files while tracking engagement.

Loved and trusted

Send secure collaterals from HubSpot in 3 steps

Generate a secure link for your file

Create a shareable link from HubSpot and apply security settings like expiry, password, or email verification.

Add email verification for access

Require recipients to log in or verify their email before they can view or download the file.

Automate and track file sharing

Automatically generate links and monitor recipient engagement for better follow-ups.

Share smarter, work faster, and stay in control

Collect and share documents safely with built-in compliance and data protection.

Unified sharing

Share files from Google Drive, SharePoint, Dropbox & more, directly inside your CRM.

Enterprise security

Protect links with email ID checks, passwords, expiry dates & domain restrictions.

Engagement insights

Track views, time spent & user activity for every shared document.

Secure datarooms

Collect or bundle multiple files into one link with full control & monitoring.

Auto-sync & alerts

Keep shared files up to date and notify recipients on every update.

Workflow automation

Generate links, set permissions & share files automatically via CRM workflows.

Unlock more use cases

Create deal-based file portals in HubSpot with built-in security and engagement analytics.

Enable user consent before file access and ensure privacy link appears right in the CloudFiles viewer.

Trigger instant internal alerts with secure file links whenever a file’s uploaded to 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

CloudFiles can automate anything on HubSpot

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 WuTenet 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 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.

Meet a document expert!

Book your personalized demo now! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.