# Doc Man - Features - Associate Files and Folders > Use CloudFiles to link, organize, and manage files or folders within HubSpot records. Sync cloud storage and automate file workflows. ## 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. [Book demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-features-associate-files-and-folders-hero) · [Get on HubSpot Marketplace](https://app.hubspot.com/ecosystem/45277447/marketplace/apps/cloudfiles) *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 ## Associating files and folders, by the numbers Results reported by teams linking files and folders to HubSpot records with CloudFiles. - **80%** — Reduction in app switching with files managed directly inside HubSpot - **100%** — Of records auto-linked to files using workflow actions - **60%** — Less document admin work through automation ## The invisible document manager for HubSpot CloudFiles syncs, automates, and secures document sharing directly inside HubSpot. ### Associate Resources 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 [Learn More](https://help.cloudfiles.io/hubspot/cloudfiles-connected-folder-widget#YAVer) ### File Operations 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 [Learn More](https://help.cloudfiles.io/hubspot/cloudfiles-connected-folder-widget#EWuqF) ### Folder Management 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 [Learn More](https://help.cloudfiles.io/hubspot/cloudfiles-connected-folder-widget#EWuqF) ### Automated Management 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 [Learn More](https://help.cloudfiles.io/hubspot/automated-folder-hierarchies-for-managing-external-files-from-hubspot) ## 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. [Learn More](https://help.cloudfiles.io/hubspot/quJO-installation-guide-for-cloudfiles-HubSpot-integration) - **Quick starts** — A list of help articles to help you quickly get started with common use cases. [Learn More](https://help.cloudfiles.io/hubspot/doc-management-quickstart) - **Tutorials** — Detailed articles on various use cases that show how industry leaders use CloudFiles. [Learn More](https://help.cloudfiles.io/hubspot/tutorials) ## 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!" — **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** ## 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) ## Limitations of managing files and folders in HubSpot **Q: 1. File management is split across systems** Uploading, moving, renaming, or deleting files often requires switching between HubSpot and an external storage platform. **Q: 2. No native integration with external storage** HubSpot doesn't natively connect to services like Google Drive or Dropbox, so syncing files between platforms requires manual work. **Q: 3. No enforced folder structure** Without a defined folder structure and naming convention, HubSpot's File Manager can become disorganized and hard to search. **Q: 4. Access controls are folder-level only** HubSpot restricts folder access by team, but doesn't support permissions at the individual file level. **Q: 5. No built-in file automation** 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. [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) ## HubSpot associate files & folders FAQs **Q: What does "associating files and folders" mean in HubSpot?** 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. **Q: How do I link files or folders to a HubSpot record with CloudFiles?** Click "Select Files/Folders" in the CloudFiles widget on any record, then add individual files, full folders, or entire libraries from connected drives. **Q: Can I manage cloud files without leaving HubSpot?** 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%. **Q: Can I manage folders directly inside HubSpot records?** Yes. CloudFiles lets you open, rename, delete, or disconnect folders in one click, and sync files across an unlimited number of records. **Q: What are the limitations of HubSpot's native File Manager?** 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. **Q: Can file linking to HubSpot records be automated?** 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. **Q: How much manual work does CloudFiles reduce for file and folder management?** 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. **Q: Which cloud storage platforms can I associate with HubSpot records?** CloudFiles connects Google Drive, SharePoint, OneDrive, Box, Dropbox, and AWS S3 to HubSpot records. **Q: Can individual files have their own access permissions in HubSpot?** 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. ## Book Your Personalized Demo You are one Click Away from Smarter Docs. 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-features-associate-files-and-folders-footer)