Automate document sharing in HubSpot
CloudFiles triggers secure, branded links to send automatically at the right time, connecting to HubSpot workflows to deliver files and folders without manual steps.
Automated sharing, by the numbers
Results reported by teams using CloudFiles to automate document sharing in HubSpot.
Deliver documents automatically with CloudFiles
CloudFiles shares the right file at the right time directly from HubSpot; set it once in a workflow and every link stays personalized, secure, and CRM-connected.
Workflow Actions
CloudFiles automates how documents are shared, secured, and organized, directly from workflows.
- Create a file collection portal automatically when a deal is created
- Generate secure, branded links for any file or folder
- Auto-apply permissions, download settings, and expiry rules
- Grant or revoke access without leaving HubSpot
Events & Filters
CloudFiles triggers workflows the moment someone uploads or accesses a document.
- Trigger workflows when a file is received or a link is created
- Segment contacts by file activity using smart filters
- Track who submitted documents and how many they've sent
CloudFiles Properties
CloudFiles tracks file submissions at every deal stage to support automated follow-ups.
- See the latest file request a contact completed
- Track how many files each contact or deal has submitted
- Build workflows, lists, and reports using this data
Custom Object
CloudFiles logs every document view and download automatically inside HubSpot.
- See who viewed what, when, and for how long, on every shared file
- Log views, downloads, and engagement as timeline events in HubSpot
- Use this data to trigger workflows, personalize follow-ups, or score leads
API Access
CloudFiles supports custom document workflows and portals built on top of CloudFiles and HubSpot.
- Create and share folders, links, or datarooms programmatically
- Set permissions, update link settings, and track interactions via API
- Integrate external systems with HubSpot to automate file operations at scale
Used across industries
CloudFiles shares files and folders securely from HubSpot, so teams can move faster and stay aligned with clients.
Financial services
Collect KYC and compliance documents via datarooms and track client engagement with custom, audit-ready dashboards.
Technology & IT
Share security assessments and integration documents through a secure branded link, and monitor client readiness with custom dashboards.
Manufacturing
Share revision-controlled blueprints and safety certifications via trackable links with download restrictions and domain-based access.
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.
Hands-free document sharing from your CRM
CloudFiles sends the right files or folders to the right people automatically, using HubSpot's workflow actions.
CloudFiles sends documents when a deal moves stage, a ticket is created, or a contact hits a milestone.
CloudFiles creates personalized, secure links in real time, with no duplicates or outdated versions.
CloudFiles adds links to HubSpot emails, properties, or notifications using native flow actions.
CloudFiles keeps shared links connected to the associated contact, deal, or company record.
CloudFiles supports automated sharing for proposals, onboarding kits, support assets, or content delivery, set up once per workflow.
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 sharing FAQs
Yes. CloudFiles can send documents automatically when a deal moves stage, a ticket is created, or a contact hits a milestone.
Yes. CloudFiles generates personalized, secure links in real time, with no duplicates or outdated versions.
Yes. CloudFiles adds links to HubSpot emails, properties, or notifications using native flow actions.
Yes. Every automatically shared link stays connected to its associated contact, deal, or company record.
Yes. CloudFiles workflow actions can auto-apply permissions, download settings, and expiry rules, and access can be granted or revoked without leaving HubSpot.
Yes. CloudFiles events and filters trigger workflows when a file is received or a link is created, and can segment contacts by file activity.
Yes. CloudFiles properties show the latest file request a contact completed and how many files each contact or deal has submitted.
Yes. Views, downloads, and engagement are logged as timeline events in HubSpot, which can trigger workflows, personalize follow-ups, or score leads.
Yes. The CloudFiles API supports creating and sharing folders, links, or datarooms programmatically, setting permissions, and integrating external systems with HubSpot.
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