Link files and folders to HubSpot records
CloudFiles links files and folders from Google Drive, SharePoint, OneDrive, Box, Dropbox, and AWS S3 to HubSpot records, and lets you rename, share, download, and preview them without leaving HubSpot.
Associating files and folders, by the numbers
Results reported by teams linking files and folders to HubSpot records with CloudFiles.
The invisible document manager for HubSpot
CloudFiles syncs, automates, and secures document sharing directly inside HubSpot.
Associate Resources
CloudFiles displays relevant files and folders directly on contact, deal, company, or ticket records.
- Click "Select Files/Folders" in the CloudFiles widget to link items
- Add individual files, full folders, or entire libraries from connected drives
- Access files and folders from one record, without switching tools
File Operations
CloudFiles lets you act on cloud-stored files directly from HubSpot records.
- Open files in their native cloud apps, such as Google Drive, SharePoint, or Box, with one click
- Upload, rename, preview, download, or delete files directly from the widget
- Reduce app switching by up to 80% by managing files inside HubSpot
Folder Management
CloudFiles manages folders directly within HubSpot.
- Open, rename, delete, or disconnect folders in one click
- Preview or download files 2x faster without switching tabs
- Sync files across an unlimited number of records
Automated Management
CloudFiles automates file linking and folder association to HubSpot records.
- Auto-link files to 100% of records using workflow actions
- Trigger associations on any workflow event, with no manual steps
- Reduce document admin work by 60% through automation
Used across industries
CloudFiles' document management supports marketing and sales workflows across industries.
Financial services
Organize client and compliance documents into structured cloud folders, linked to HubSpot records for access and audits.
Technology & IT
Manage project, onboarding, and client files by organizing them in external storage and linking them to deals and tickets.
Manufacturing
Structure supplier, QA, and compliance documents in cloud folders connected to vendor records or production tickets.
Getting started
Installation guide
A 2-minute guide to setting up and getting started with the CloudFiles HubSpot integration.
Quick starts
A list of help articles to help you quickly get started with common use cases.
Tutorials
Detailed articles on various use cases that show how industry leaders use CloudFiles.
Loved by Teams. Backed by Results.
But don’t just take it from us.
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!
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!
CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics.
Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly.
CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement.
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!
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!
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!
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.
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.
Limitations of managing files and folders in HubSpot
HubSpot supports basic file storage and sharing, but has specific gaps at scale.
Uploading, moving, renaming, or deleting files often requires switching between HubSpot and an external storage platform.
HubSpot doesn't natively connect to services like Google Drive or Dropbox, so syncing files between platforms requires manual work.
Without a defined folder structure and naming convention, HubSpot's File Manager can become disorganized and hard to search.
HubSpot restricts folder access by team, but doesn't support permissions at the individual file level.
HubSpot has no built-in automation for creating folders or tracking when a file is viewed or downloaded.
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.
HubSpot associate files & folders FAQs
Associating files and folders means linking cloud-stored files or folders directly to HubSpot records, so contact, deal, company, or ticket pages display the relevant documents without switching tools.
Click "Select Files/Folders" in the CloudFiles widget on any record, then add individual files, full folders, or entire libraries from connected drives.
Yes. CloudFiles lets you open files in their native cloud apps, and upload, rename, preview, download, or delete files directly from the widget, reducing app switching by up to 80%.
Yes. CloudFiles lets you open, rename, delete, or disconnect folders in one click, and sync files across an unlimited number of records.
HubSpot's native File Manager provides limited storage integrations, doesn't support file-level permissions, and has no built-in automation for folder creation or file activity tracking.
Yes. CloudFiles automates file linking and folder association using workflow actions, auto-linking files to 100% of records and triggering associations on any workflow event, with no manual steps.
CloudFiles reduces document admin work by up to 60% through automation, and reduces app switching by up to 80% by keeping file operations inside HubSpot.
CloudFiles connects Google Drive, SharePoint, OneDrive, Box, Dropbox, and AWS S3 to HubSpot records.
HubSpot's native tools restrict access at the folder level only, not per file. CloudFiles' connected storage integrations follow the source storage's own permission structure once linked.
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