Automate Hubspot Workflows

CloudFiles automates document management in HubSpot, from folder creation to linking to the HubSpot records, so your workflows run faster and smarter.

Automated Management

Loved and trusted

by companies across industries — from finance, real estate to healthcare.

  • ArchSocial
  • D&S Car Wash Supply
  • HubSpot
  • Lyka
  • Neighbourhood
  • Taxolution Advisory LLC
  • Tenet Technologies
  • The Here Team
  • Trion Properties

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
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workflow actions

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.
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File triggers

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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Smart Lists

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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Synced Properties

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
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Custom Objects

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.
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CloudFiles API
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Used across industries

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
fin

Financial services

Auto-organize client and compliance documents into structured cloud folders, linked to HubSpot records for easy access and audits.
Banking
Insurance
Wealth
Assets
Learn more ->
tech

Technology & IT

Manage project, onboarding, and client files by organizing them in external storage and linking them to deals and tickets.
Software
Hardware
Cloud
ITSM
Learn more ->
Manufacturing

Manufacturing

Structure supplier, QA, and compliance documents in cloud folders connected to vendor records or production tickets.
Machinery
Automotive
Chemicals
More
Learn more ->

Loved by Teams. Backed by Results.

But don’t just take it from us.

HS Logo

4.8/5

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4.5/5

Capterra

4.8/5

  • lykapetfood_logo

    "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!"

    Goldman, L

    Lauren Goldman

    Lyka

  • Taxolution Advisory LLC

    "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!"

    Rosenwasser, R.

    Ron Rosenwasser

    Taxolution Advisory LLC

  • thehereteam_logo

    "CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics."

    Carolyn Treviño Jenkins

    Carolyn Treviño Jenkins

    We Are Here

  • HubSpot_Logo

    "Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly."

    Chris Moore

    Chris Moore

    HubSpot

  • D&S Car Wash Supply

    "CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement."

    Ken Underhill

    Ken Underhill

    D&S Car Wash Supply

  • Neighbourhood

    "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

    Trav White

    Neighbourhood

  • architecturesocial_logo

    "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

    Stephen Drew

    Architecture Social

  • trion_properties_logo

    "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

    Frank Bocchino

    Trion properties

  • tenet_tech_logo

    "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

    John Wu

    Tenet Technologies

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