Share File Portals with Built-In Analytics
Automatically create secure file portals from HubSpot deals, share them with clients, and track detailed engagement insights in one place.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Share File Portals with Analytics in 3 Steps
Quick Steps to Sharing File Portals with Analytics
Automate portal setup on deal stage change
Trigger a HubSpot workflow that creates a dedicated internal folder for the deal and sets up a shareable dataroom link.
Populate and organize your file portal
Upload files into the internal folder, then selectively add them to the dataroom for external sharing.
Track engagement with built-in analytics
View file portal activity directly within HubSpot on contact records to monitor views and interaction trends.
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
From automating folders to organizing and collecting files and folders, discover it all.
Used across industries
Financial Industry
Technology & IT
Manufacturing
Stay compliant & secure.
CloudFiles can automate anything on HubSpot
But don’t just take it from us.
4.8/5
4.5/5
4.8/5
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!
Lauren Goldman
Lyka
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 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 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 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
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 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
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
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.
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