Trusted by Leading Teams Worldwide
Why Traditional CRM File Management Falls Short?
Keeping files organised in HubSpot is hard. It slows teams down and makes everyday work more frustrating.
1. Inefficient File Management Across Systems
Basic file operations like uploading, moving, renaming, or deleting may require switching between HubSpot and external storage platforms, slowing you down and breaking workflow.
2. Limited Integration with External Storage Solutions
HubSpot doesn't integrate with services like Google Drive or Dropbox, so syncing files between platforms requires manual effort.
3. Organizational Difficulties
Without a well-defined folder structure and consistent naming conventions, the File Manager can become cluttered, making it difficult to locate specific assets.
4. Limited Access Controls
While you can restrict folder access for teams, you can't set permissions for individual files. This can be problematic when trying to secure sensitive documents
5. Lack of Automation for File Management
HubSpot does not currently offer built-in automation for creating folders or gain insights when a file is viewed/downloaded
File Management That Belongs in HubSpot
Connect cloud storage, organize files, and power up workflows with a library built for teams that move fast.
Access External Libraries
Access your cloud storage using the content library. Browse folders and find files without leaving HubsSpot.
- Access 100% of your cloud files through a single embedded library view.
- Browse all connected content without leaving contact, deal, or ticket records.
- Instantly locate the right content with familiar folder structures and native search.
.jpg&w=1920&q=75)
Real-Time Sync
CloudFiles Content Library syncs your external drives with HubSpot, showing the latest content without file duplication.
- 6+ storage platforms supported including Google Drive, SharePoint & AWS S3
- 100% real-time reflection of changes across cloud and HubSpot
- 0 file duplication thereby ensuring your CRM always references the most current version.
.jpg&w=1920&q=75)
Permission Control
Manage access with built-in controls synced across users, storage, and HubSpot.
- 100% user-based security by mirroring Google Drive or SharePoint permissions.
- Instant updates with real-time sync of external permission changes.
- Automate permission updates via HubSpot workflows for 10x faster setup.
- Only licensed users can view the CloudFiles widget and attached documents.
Content Management
Manage files and folders directly within HubSpot. Preview content and open items in their original cloud locations.
- Easily manage files by uploading, renaming, previewing, and deleting within HubSpot.
- Open in cloud to view the file or folder in its original platform with one click.
- Create folders in any connected cloud drive directly from the Content Library.
.jpg&w=1920&q=75)
Used across industries
Financial services
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.
Book Your Personalized Demo
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.
Book a Demo
