Automate How You Share Documents
Trigger secure and branded links to be sent at the right time automatically. CloudFiles connects to your HubSpot workflows to deliver files and folders without manual steps while keeping everything trackable and CRM connected.
Trusted by Leading Teams Worldwide
Hands-Free Document Sharing From Your CRM
CloudFiles lets you send the right files or folders to the right people automatically using HubSpot’s workflow actions — no manual uploads, links, or delays.
1. Trigger File Sharing at Key Moments
Send documents when a deal moves stage, a ticket is created, or a contact hits a milestone.
2. Generate Smart Sharing Links Instantly
Create personalised, secure links in real time—no duplicates, no outdated versions.
3. Deliver Links Through Workflow Emails
Add links to HubSpot emails, properties, or notifications with native CloudFiles actions.
4. Keep Every Link Tied to CRM Records
All shared links stay connected to the associated contact, deal, or company record for full visibility.
5. Automate Sharing for Any Use Case
Set it up once for proposals, onboarding kits, support assets, or content delivery, CloudFiles does the rest.
Deliver Documents Automatically With CloudFiles
CloudFiles lets you share the right file at the right time directly from HubSpot. Set it once in your workflow and every link stays personalised, secure, and CRM-connected.
Workflow Actions
Automate how documents are shared, secured, and organised, right from your 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.
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Events & Filters
Trigger 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
Track file submissions at every stage of the deal to automate follow-ups.
- See the latest file request your contact completed.
- Track how many files each contact or deal has submitted.
- Build smarter workflows, lists, and reports with this data.
Custom Object
Track every document view and download—automatically logged inside HubSpot.
- See who viewed what, when, and for how long—on every file shared.
- Log views, downloads, and engagement as timeline events in HubSpot.
- Use this data to trigger workflows, personalize follow-ups, or score leads.
API Access
Build custom document workflows or portals 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
Financial Industry
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
Stay compliant & secure.
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You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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