Share and Collect Documents in One Link
Easily share multiple files and folders with your clients and collect the ones you need from them. CloudFiles creates a branded, organised space that stays trackable and connects to your HubSpot records.
Trusted by Leading Teams Worldwide
How do I collect documents from clients in HubSpot?
Set up a professional document request portal in under 5 minutes. CloudFiles integrates with your HubSpot workflows, so file collection is automatic with no emails, no follow-ups, no manual filing.
1. Create Upload Portals Automatically
Create a branded upload portal in under 2 minutes using a HubSpot workflow, so every client gets their own dedicated space to send files automatically.
2. Ask for Exactly What You Need
Add named file request sections, eg 'Proof of ID', 'Signed Contract', so clients know exactly what to upload. Reduce back-and-forth by up to 3 rounds of chasing.
3. Store Everything in the Right Place
Every uploaded file lands automatically in the correct folder in Google Drive, SharePoint, OneDrive, or Box with no manual sorting required.
4. Keep Everything Linked to the CRM
Uploaded files appear instantly in the correct HubSpot contact, company, or deal record, giving your team full visibility with zero manual CRM updates.
5. Share the Link Without Extra Steps
Send upload links to clients directly through HubSpot workflow emails or CRM properties so no copy-pasting, no extra tools, just 1 click.
Manage Everything in One Secure Portal
Share documents, group files, and collect uploads all from one link inside HubSpot.
Consolidated Sharing
Combine files from 5+ cloud sources into one secure dataroom link, so clients only ever need 1 URL.
- Share files and folders from different cloud storages using a single dataroom link
- Update content in any source and the shared link reflects changes automatically
- Manage 1 link instead of dozens for faster client access and fewer support emails
Structured Grouping
Group files by topic, stage, or category so clients find what they need in under 30 seconds.
- Group files by topic, or category using drag and drop
- Reorder or rename groups anytime without changing the link or re-sharing with clients
- Help recipients find the right document 3× faster with a clear, labelled structure.
Folder Sharing
Share entire folders in 1 click, cutting link clutter by 70% for faster, cleaner client handoffs.
- Cut link clutter by 70% with one link for all related files
- Structure folders by topic or deal stage for faster navigation during client onboarding
- Update folder contents anytime, while the link stays the same.
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File Request
Collect signed contracts, IDs, and compliance docs from clients in the same link you use to share files & no more email attachments.
- Add named upload blocks, e.g. 'Signed NDA' so clients know exactly what to send.
- Route every upload to the correct folder in Google Drive or SharePoint automatically
- Uploaded files link to the right HubSpot CRM record instantly with 0 manual steps
Used across industries
Financial Industry
Technology & IT
Manufacturing
Loved by Teams. Backed by Results.
CloudFiles is rated 4.8/5 on the HubSpot Marketplace, 4.5/5 on G2, and 4.8/5 on Capterra based on reviews from 150+ verified users across financial services, technology, real estate, and more.
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.
See Your DataRooms Live in 20 Minutes
Join 500+ teams who use CloudFiles to share, collect, and track documents inside HubSpot, cutting document chaos by 75% and saving 3+ hours per week per rep. Book a 20-minute demo and go live the same day.
Book a DemoFrequently asked questions
What is a dataroom in HubSpot?
A dataroom in HubSpot is a branded, secure portal where you can share multiple files and folders with clients using a single link. CloudFiles creates datarooms that connect directly to HubSpot contacts, companies, and deals, so every document is tracked inside your CRM automatically.
How do I share multiple files with a client in HubSpot?
With CloudFiles, combine files from Google Drive, SharePoint, OneDrive, Box, or Dropbox into one branded dataroom link. Share that link via email or a HubSpot workflow, and no individual file attachments are needed.
Can I collect documents from clients inside HubSpot?
Yes. CloudFiles adds file request sections inside your dataroom so clients can upload the exact files you need. Uploads are automatically routed to the correct folder in your cloud storage and linked to the right HubSpot record with zero manual work.
How do dataroom links update when I change a file?
CloudFiles links are live. When you update a file in Google Drive or SharePoint, the shared link reflects the change instantly and there is no need to resend links to clients.
Does CloudFiles work with Google Drive and SharePoint in HubSpot?
Yes. CloudFiles connects to Google Drive, SharePoint, OneDrive, Box, and Dropbox. Pull files from any of these into one HubSpot dataroom, and uploaded files are saved back to your connected storage automatically.
Is CloudFiles secure and compliant?
CloudFiles is HIPAA, SOC 2, ISO 27001, and GDPR compliant. You can set password protection, restrict downloads, and control access by email domain. All activity is logged for audit-ready reporting.
How quickly can I set up a dataroom in HubSpot?
Under 5 minutes. CloudFiles installs directly from the HubSpot Marketplace, and workflows auto-generate upload portals for each client without any manual setup.
What industries use CloudFiles datarooms?
CloudFiles is used across financial services (KYC and compliance), technology and IT (security assessments and onboarding docs), and manufacturing (revision-controlled blueprints and certifications). Over 500 teams across industries use CloudFiles with HubSpot.
