Automate HubSpot workflows
CloudFiles automates document management in HubSpot, from folder creation to linking files to HubSpot records.
Automated management, by the numbers
Results reported by teams automating document workflows with CloudFiles.
File automation features in CloudFiles
CloudFiles automates file updates and triggers across HubSpot records.
Workflow Actions
CloudFiles adds file and folder automation directly into HubSpot workflows, with no manual steps required.
- Create folders and sub-folders in connected storage automatically 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
CloudFiles uses file activity to start HubSpot workflows.
- Trigger actions when a folder or file is attached to a record
- Use property changes, such as the number of attached files, to trigger automation
- Trigger workflows when files are added to HubSpot records
Smart Segments
CloudFiles builds HubSpot segments based on how contacts interact with files.
- Create segments of contacts who have viewed a proposal or brochure
- Filter leads based on how many times a document has been downloaded
- Categorize users based on scroll depth, time spent, or link activity
Synced Properties
CloudFiles syncs file activity back to HubSpot, so contact and deal records reflect current file engagement.
- 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
Custom Objects
CloudFiles tracks document activity in HubSpot using a synced Custom Object.
- Log file views, downloads, and time spent per contact or deal automatically
- 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
CloudFiles API
CloudFiles extends document management automation through its REST API, available on Enterprise plans.
- Upload files directly to the 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
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.
Quick starts
A list of help articles to help you quickly get started with common use cases.
Tutorials
Detailed articles on various use cases that show how industry leaders use CloudFiles.
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!
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!
CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics.
Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly.
CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement.
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!
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!
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!
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.
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.
Why automate file workflows in HubSpot?
Manual file tasks slow down sales, marketing, and support teams.
Routine file tasks like creating folders or sharing links take up time and are often missed.
- Automatically create folders, generate links, or copy files when records are updated
- Set consistent naming and folder structures to reduce confusion
Delays in sending or requesting files interrupt momentum with customers.
- Share onboarding docs, contracts, or support guides automatically based on record events
- Keep communication timely without manual steps
As operations grow, managing file actions across teams and tools becomes harder to coordinate.
- Create automation templates that work across sales, marketing, onboarding, and support
- Connect multiple cloud storages without adding process complexity
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.
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.
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.
HubSpot automated management FAQs
CloudFiles automates folder creation, file linking, file transfers from HubSpot forms, list segmentation based on file activity, and property syncing back to HubSpot records.
Yes. CloudFiles workflow actions can automatically create folders and sub-folders in connected storage when a record is created, and link those folders to the record using attachments.
Yes. CloudFiles file triggers start workflows when a folder or file is attached to a record, when a tracked property changes, or when files are added to a record.
Yes. CloudFiles smart segments can group contacts who have viewed a specific document, filter leads by download count, and categorize users based on scroll depth, time spent, or link activity.
Yes. CloudFiles synced properties show which document a contact last viewed, how many times, and the last folder or file added to a record, which can trigger personalized emails or tasks.
Yes. CloudFiles logs file views, downloads, and time spent per contact or deal using a synced Custom Object, and this data can be used in reports, dashboards, and workflow automation.
Yes. The CloudFiles REST API, available on Enterprise plans, supports uploading files to the document library, creating and linking folders to CRM records, and moving files or updating metadata programmatically.
Yes. CloudFiles workflow actions can move files uploaded via HubSpot forms into specific cloud storage folders automatically.
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