# Doc Share - Use Case - Share File Portals with Analytics > Learn how to create and share secure file portals from HubSpot using CloudFiles, and track detailed engagement with built-in analytics tools. ## 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. [Read technical guide](https://help.cloudfiles.io/hubspot/sharing-file-portals-with-analytics-from-hubspot-using-cloudfiles) · [Talk to a document expert](https://meet.cloudfiles.io/hubspot?utm_content=hs-share-file-portals-with-analytics-hero) *Loved and trusted* Logos: Architecture Social, D & S Car Wash Supply, Lyka, HubSpot, We Are Here, Tenet Technologies, Taxolution Advisory, Neighbourhood, Trion Properties ## 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 ### Data consent & privacy compliance for file views Enable user consent before file access and ensure privacy link appears right in the CloudFiles viewer. ### Send internal email notifications on file uploads Trigger instant internal alerts with secure file links whenever a file’s uploaded to HubSpot. ### Send secure collaterals with email verification 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. Certifications: SOC 2 Type II, HIPAA, GDPR, ISO 27001 [Security overview](/security) ## 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 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** ## 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) ## 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. [Book a demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-share-file-portals-with-analytics-footer)