Advanced Document Sharing for HubSpot
Share documents with more control, flexibility, and visibility. From personalized links and folder level sharing to analytics, email attribution, access gating, and branded experiences, CloudFiles makes document sharing work the way your team does.
Trusted by Leading Teams Worldwide
Challenges of Managing Files & Folders in HubSpot
While HubSpot supports basic file storage and sharing, managing files at scale within the CRM can get cumbersome. Here’s where teams often feel the gaps:
1. Inefficient File Management Across Systems
Basic file operations like uploading, moving, renaming, or deleting may require switching between HubSpot and external storage platforms, slowing you down and breaking workflow.
2. Limited Integration with External Storage Solutions
HubSpot doesn't integrate with services like Google Drive or Dropbox, so syncing files between platforms requires manual effort.
3. Organizational Difficulties
Without a well-defined folder structure and consistent naming conventions, the File Manager can become cluttered, making it difficult to locate specific assets.
4. Limited Access Controls
While you can restrict folder access for teams, you can't set permissions for individual files. This can be problematic when trying to secure sensitive documents
5. Lack of Automation for File Management
HubSpot does not currently offer built-in automation for creating folders or gain insights when a file is viewed/downloaded
The Invisible Document Manager for HubSpot
Sync, automate, and secure your document sharing—right inside HubSpot.
Associate Resources
Keep all relevant files and folders directly visible within contact, deal, company, or ticket records, right where your team works.
- Click Select Files/Folders in the CloudFiles widget to link items.
- Add individual files, full folders, or entire libraries from connected drives.
- Access everything in one place without switching tools or platforms.
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File Operations
Access and act on your cloud-stored files right from your HubSpot records, no switching tabs & no disruptions.
- Open files in their native cloud apps like Google Drive, SharePoint, Box, etc. with one click.
- Upload, rename, preview, download, or delete files right from the widget.
- Reduce app switching by up to 80% and manage all files inside HubSpot.
Folder Management
Organize and control all your folders within HubSpot—no switching tabs, no external tools.
- Auto-create folders based on record properties (like deal stage or company name)
- Open, rename, delete, or disconnect folders in one click.
- Preview or download files 2x faster without switching tabs.
- Manage all files for unlimited records with CloudFiles.
Automated Management
CloudFiles automates file linking and folder association to HubSpot records, so you can focus on closing deals, not organizing files.
- Auto-link files to 100% of records using flow actions.
- Trigger associations on any workflow event — no manual steps.
- Reduce document admin work by 60% through automation.
Used across industries
Financial Services
Technology & IT
Manufacturing
Loved by Teams. Backed by Results.
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
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