Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Why Automate File Workflows in HubSpot?
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.
1. Eliminate Repetitive Tasks
Routine file tasks like creating folders or sharing links eat up valuable time and often slip through the cracks.
- Automatically create folders, generate links, or copy files when records are updated.
- Set consistent naming and folder structures to reduce confusion
2. Deliver Better Customer Experiences
Delays in sending or requesting files break momentum and frustrate customers.
- Instantly share onboarding docs, contracts, or support guides based on record events
- Keep communication timely and professional without manual steps
3. Scale Your Process Across Teams
As your operations grow, managing file actions across teams and tools becomes chaotic.
- Create automation templates that work across sales, marketing, onboarding, and support.
- Integrate multiple cloud storages without complicating your process
Powerful File Automations with CloudFiles
CloudFiles automates file updates and triggers across HubSpot records.
Workflow Actions
CloudFiles adds powerful file and folder automation directly into HubSpot workflows with no manual steps required.
- Automatically create folders and sub-folders in connected storage when a record is created
- Move files uploaded via HubSpot forms into specific cloud storage folders
- Link folders to the relevant HubSpot records using attachments
File Triggers
Use file activity to kick off HubSpot workflows and turn document engagement into action.
- Trigger actions when a folder or file is attached to a record
- Use property changes (e.g. number of attached files) to trigger automation
- Trigger workflows when files are added to HubSpot records.
Smart Lists
Target your marketing and sales efforts with lists based on how contacts interact with files.
- Create lists of contacts who have viewed a proposal or brochure
- filter leads in HubSpot based on how many times a document has been downloaded.
- Segment users based on scroll depth, time spent, or link activity
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Synced Properties
CloudFiles syncs file activity back to HubSpot so you always have up-to-date insights on your contacts and deals.
- See which document a contact viewed last and how many times
- See the last folder or file added to a record,
- Use synced properties to trigger personalized emails or task creation
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Custom Objects
Track document activity in HubSpot using CloudFiles’ synced Custom Object.
- Automatically log file views, downloads, and time spent per contact or deal
- Link files and folders to custom object records for audit and tracking
- Use this data in reports, dashboards, and workflow automation based on file engagement Ask ChatGPT
CloudFiles API
Extend document management automation with CloudFiles’ REST API (Enterprise plans).
- Upload files directly to your CloudFiles document library via API
- Create and link folders to CRM records using the attachments endpoint
- Move files into folders programmatically and update file metadata as needed.
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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