# CloudFiles - The Ultimate Document Sharing tool for HubSpot

> CloudFiles turns any file, folder, or dataroom into a secure, trackable link inside HubSpot, with expiry, passwords, and real-time engagement analytics.

*Document Sharing for HubSpot*

## Smart, secure *document sharing*, built for HubSpot

Share documents with precision, track engagement in real time, automate workflows, and stay in control, all without leaving HubSpot.

[Get on marketplace](https://ecosystem.hubspot.com/marketplace/apps/cloudfiles) · [Book a demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-hero)

*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

*What is CloudFiles document sharing?*

## *One platform* for every HubSpot document sharing workflow

CloudFiles is the document sharing layer for HubSpot, turning any file, folder, or dataroom into a secure, trackable link without moving content out of Google Drive, SharePoint, OneDrive, Dropbox, Box, or AWS S3. It runs natively inside HubSpot through the App Card and Sidebar Widget, so links, security settings, and engagement data stay tied to the record. Files stay in your own storage; CloudFiles never re-hosts them.

- **1,000+** — Teams using CloudFiles to streamline workflows
- **75%** — Average reduction in document chaos reported by teams
- **4.8/5** — Average rating on the HubSpot Marketplace
- **6** — Connected storage platforms in one Integrations screen

*The problem with HubSpot's Documents tool*

## HubSpot's Documents tool wasn't built to track, secure, or automate document delivery

HubSpot's Documents tool works for a quick trackable link, but it wasn't built to set expiry, secure access, or collect anything back. CloudFiles changes the starting point.

### Without CloudFiles

- HubSpot's Documents tool creates a basic link with no expiry, no password, and no way to revoke access later.
- View counts are basic, with no session detail, no downloads tracked, and no time spent per page.
- Sharing several related documents still means several separate links, with no way to bundle them into one portal.
- Collecting documents back from a client isn't built in, with no structured upload area tied to the link.
- Every shared link carries HubSpot's own branding, with no custom logo or domain of your own.

### With CloudFiles

- Every file, folder, or dataroom becomes a secure, trackable link with expiry, password protection, and email verification, set from the record.
- Views, downloads, sessions, and time on page are tracked automatically and pushed back to the HubSpot record and timeline.
- Multiple files and folders group into one branded dataroom link, organized into sections, with file request blocks for anything you still need back.
- File requests inside a dataroom collect documents straight into the right destination folder in your connected storage, with no manual sorting.
- Shared links and the viewer can carry your own logo and domain, on the Enterprise plan.

## Advanced document sharing in HubSpot

### File & folder sharing

File & folder sharing

Creates secure, trackable links for individual files or entire folders, right from the record.

- Creates secure links for individual files or entire folders from the App Card or Sidebar Widget
- Opens shared content in the CloudFiles File Viewer, with no sign-in or software required for recipients
- Folder links show the full folder structure, with per-file preview governed by the folder's access rules
- Links stay connected to the source file, so recipients always see the latest version

[Learn more](https://www.cloudfiles.io/hubspot/features/file-and-folder-sharing)

### Dataroom management

Dataroom management

Groups files and folders into a branded, trackable portal for anything that needs to move as one package.

- Groups files, folders, and file request blocks under one shareable link
- Organizes content into named sections to control what recipients see and in what order
- Structural or content changes apply instantly to the same link, with no new link required
- Custom logo, favicon, and domain on shared links and the viewer (Enterprise plan)

[Learn more](https://www.cloudfiles.io/hubspot/features/dataroom-management)

### Link settings & security

Link settings & security

Control access your way, right down to the individual link.

- Sets link expiry by date and time or a maximum number of views, whichever hits first
- Enables or disables downloads per link; disabled links hide download buttons in the viewer entirely
- Adds password protection, email verification, or allow and block lists by email or domain
- Restricts access to contacts in a specific HubSpot list

[Learn more](https://www.cloudfiles.io/hubspot/features/link-settings-and-security)

### Engagement analytics & reporting

Engagement analytics & reporting

Know exactly how your documents are performing, down to the page.

- Tracks views, sessions, downloads, total time, and time per page for every file, folder, and dataroom
- Logs viewer location and individual session level detail
- Tracks engagement on email attachments the same way as shared links, tied to the HubSpot contact
- Pushes events to HubSpot for workflows and reporting, with the HubSpot tracking code enabling anonymous to identified attribution

[Learn more](https://www.cloudfiles.io/hubspot/features/document-engagement-analytics-reporting)

### Automated sharing workflows

Automated sharing workflows

Put document sharing on autopilot with actions built for HubSpot workflows.

- Create Dataroom, Add to Dataroom, and Delete Dataroom actions build and maintain datarooms from HubSpot workflows
- Share Attachment generates a secure link for any record attachment without manual link creation
- Update Link Settings changes expiry, downloads, or email verification on existing links automatically
- Move HubSpot Files relocates form uploads into connected storage; Update Resource Permissions grants or revokes access by email

[Learn more](https://www.cloudfiles.io/hubspot/features/automated-sharing)

*How it works*

## Live in three steps

- **Create a secure link** — Generate a link for any file, folder, or dataroom from the record's App Card or Sidebar Widget.
- **Set access and security** — Choose expiry, downloads, passwords, or email verification before sharing.
- **Share and track** — Send the link and watch views, downloads, and engagement flow back to the HubSpot record in real time.

## Explore popular storage-specific features

- **Google Drive** — Best for teams already on Google Workspace. [Learn more](https://www.cloudfiles.io/hubspot/features/storage-integrations)
- **SharePoint** — Best for enterprise file control within the Microsoft ecosystem. [Learn more](https://www.cloudfiles.io/hubspot/features/storage-integrations)
- **OneDrive** — Best for teams standardized on Microsoft 365. [Learn more](https://www.cloudfiles.io/hubspot/features/storage-integrations)

## Not sure where to start?

You don't have to figure it out alone. Book a 30-minute session and we'll walk through what matters for your setup.

[Book a demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-document-sharing-banner)

*CloudFiles vs. alternatives*

## HubSpot's Documents tool vs. other apps vs. *CloudFiles*

| Feature | HubSpot's Documents tool | Other Marketplace apps | CloudFiles |
|---|---|---|---|
| Trackable, branded share links | ✗ | ✗ | ✓✓ |
| Link expiry & password protection | ✗ | ✗ | ✓✓ |
| Dataroom / multi-file portals | ✗ | ✗ | ✓✓ |
| Engagement analytics pushed to CRM | ✗ | ✗ | ✓✓ |
| Automated sharing from workflows | ✗ | ✗ | ✓✓ |
| Files stay in your own storage | ✗ | ✗ | ✓✓ |

## Document sharing use cases in HubSpot

- **Document collection portal** — Automates the collection of the right documents through selective portals and secure client uploads inside HubSpot. [Explore now](https://www.cloudfiles.io/hubspot/use-cases/centralized-document-collection)
- **Link creation and sharing** — Turns every file into a trackable link with upload alerts, email-verified access, and privacy-compliant sharing from HubSpot. [Explore now](https://www.cloudfiles.io/hubspot/document-sharing-usecases/link-creation-and-sharing)
- **Engagement and analytics** — Captures views, logs contacts, and builds dashboards, with engagement tracking automated directly in HubSpot. [Explore now](https://www.cloudfiles.io/hubspot/document-sharing-usecases/engagement-and-analytics)

## Getting started

- **Installation guide** — A 2-minute guide to setting up the CloudFiles HubSpot integration. [Learn more](https://help.cloudfiles.io/hubspot/quJO-installation-guide-for-cloudfiles-HubSpot-integration)
- **Quick starts** — Help articles to get started with common use cases fast. [Learn more](https://help.cloudfiles.io/hubspot/doc-management-quickstart)
- **Tutorials** — Detailed articles showing how industry leaders use CloudFiles. [Learn more](https://help.cloudfiles.io/hubspot/tutorials)

## Built for every HubSpot team

One platform, tailored to how each team already works in HubSpot.

- **Sales** — Auto-create deal folders, generate proposals and contracts from deal data, and share them as trackable links with e-signature via DocuSign. [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. [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 collect documents from customers with file requests that transfer straight to connected storage. [Explore for service](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start)

## 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)

## Loved by teams. Backed by results. 🧡

Don't just take our word for it, take theirs.

> "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**

## HubSpot document sharing FAQs

**Q: What is document sharing in HubSpot?**
Document sharing in HubSpot means sending files, folders, or collections of documents to people outside your CRM with control over who can access them and visibility into how they're used. CloudFiles adds secure, trackable links, expiry and password controls, and engagement analytics directly on top of HubSpot records.

**Q: How is CloudFiles different from HubSpot's Documents tool?**
HubSpot's Documents tool creates trackable links for individual files, but it doesn't offer link expiry, password protection, dataroom bundling, or workflow automation. CloudFiles adds all of these on top of the same connected storage.

**Q: Can I control how long a shared link stays active?**
Yes. Links can expire on a specific date and time, after a set number of views, or both, whichever limit is reached first. Expired links become inaccessible until the expiry settings are updated.

**Q: Does CloudFiles track who views a shared document?**
Yes. CloudFiles tracks views, sessions, downloads, total time spent, and time spent per page for every file, folder, and dataroom, and pushes that engagement data to the associated HubSpot record.

**Q: What is a dataroom in CloudFiles?**
A dataroom is a single shareable link that groups multiple files, folders, and file request blocks into one organized portal. It's built for cases like client onboarding or due diligence, where several documents need to move as one package.

**Q: Can I collect documents from clients through a shared link?**
Yes. File request blocks inside a dataroom give recipients a defined upload area, and anything they upload is stored automatically in the destination folder you configure, with no manual sorting after the fact.

**Q: Can I automate document sharing from HubSpot workflows?**
Yes. Workflow actions can create and populate datarooms, generate share links, update link security settings, and move HubSpot form uploads into connected storage, all triggered from HubSpot workflows.

**Q: Can I add my own branding to shared links?**
Yes, on the Enterprise plan. Custom logo, favicon, and domain apply across all shared links and the CloudFiles viewer, for both new and existing links.

## Book a demo

You're one click away from smarter documents. Join 1,000+ 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-document-sharing-footer)