A content library inside HubSpot
CloudFiles lets you browse, connect, and manage files from any storage, including Google Drive and SharePoint, directly inside HubSpot, and create, preview, and organize content without switching tabs.
Content library, by the numbers
Results reported by teams using the CloudFiles content library in HubSpot.
File management that belongs in HubSpot
CloudFiles connects cloud storage, organizes files, and adds workflow controls inside HubSpot.
Access external libraries
CloudFiles gives HubSpot access to your cloud storage through the content library, so you can browse folders and find files without leaving HubSpot.
- Access 100% of your cloud files through a single embedded library view
- Browse all connected content without leaving contact, deal, or ticket records
- Locate content using familiar folder structures and native search
Real-time sync
The CloudFiles content library syncs external drives with HubSpot, showing the latest content without duplicating files.
- Supports 6+ storage platforms, including Google Drive, SharePoint, and AWS S3
- Reflects changes across cloud storage and HubSpot in real time
- Duplicates 0 files, so the CRM always references the current version
Permission control
CloudFiles manages access using controls synced across users, storage, and HubSpot.
- Mirrors Google Drive or SharePoint permissions for user-based security
- Updates instantly when external permissions change
- Automates permission updates via HubSpot workflows, 10x faster than manual setup
- Restricts the CloudFiles widget and attached documents to licensed users only
Content management
CloudFiles manages files and folders directly within HubSpot, and lets you preview content or open items in their original cloud location.
- Upload, rename, preview, and delete files within HubSpot
- Open a file or folder in its original platform with one click
- Create folders in any connected cloud drive from the content library
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.
Limitations of file management in HubSpot
Keeping files organized in HubSpot has specific gaps that slow teams down.
Uploading, moving, renaming, or deleting files often requires switching between HubSpot and an external storage platform.
Without a defined folder structure and naming convention, HubSpot's File Manager can become disorganized and hard to search.
HubSpot restricts folder access by team, but doesn't support permissions at the individual file level.
HubSpot has no built-in automation for creating folders or tracking when a file is viewed or downloaded.
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 content library FAQs
The CloudFiles content library is an embedded view inside HubSpot that lets you browse, connect, and manage files from any connected cloud storage, without switching tabs.
The content library supports 6+ storage platforms, including Google Drive, SharePoint, and AWS S3.
No. The content library reflects changes across cloud storage and HubSpot in real time with 0 file duplication, so HubSpot always references the current version.
Yes. CloudFiles mirrors Google Drive or SharePoint permissions for user-based security, updates instantly when external permissions change, and restricts the CloudFiles widget to licensed users only.
Yes. CloudFiles automates permission updates through HubSpot workflows, up to 10x faster than manual setup.
Yes. You can upload, rename, preview, and delete files within HubSpot, open a file or folder in its original cloud platform with one click, and create new folders in any connected drive.
Yes. The content library lets you browse all connected content directly from contact, deal, or ticket records, without leaving HubSpot.
The content library uses familiar folder structures and native search, so files can be located the same way as in the original storage platform.
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