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

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.

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

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

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

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.