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
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
Share file portals with analytics in 3 steps
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
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.
Send, track, and secure collaterals from HubSpot with email-verified access.
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 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.