by companies across industries — from finance, real estate to healthcare.
Manual file tasks slow down sales, marketing, and support. CloudFiles scales your workflows by embedding cloud storage into HubSpot, making every file action automatic and trackable.
Routine file tasks like creating folders or sharing links eat up valuable time and often slip through the cracks.
Delays in sending or requesting files break momentum and frustrate customers.
As your operations grow, managing file actions across teams and tools becomes chaotic.
CloudFiles automates file updates and triggers across HubSpot records.
CloudFiles adds powerful file and folder automation directly into HubSpot workflows with no manual steps required.
Use file activity to kick off HubSpot workflows and turn document engagement into action.
Target your marketing and sales efforts with lists based on how contacts interact with files.
CloudFiles syncs file activity back to HubSpot so you always have up-to-date insights on your contacts and deals.
Track document activity in HubSpot using CloudFiles’ synced Custom Object.
Extend document management automation with CloudFiles’ REST API (Enterprise plans).
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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