Share and collect documents in HubSpot with one link
CloudFiles shares multiple files and folders with clients and collects the ones you need from them, in a branded, organized space that stays trackable and connects to HubSpot records.
Dataroom management, by the numbers
Results reported by teams using CloudFiles datarooms in HubSpot.
Manage everything in one secure dataroom
CloudFiles shares documents, groups files, and collects uploads, all from one link inside HubSpot.
Consolidated Sharing
CloudFiles combines files from 5+ cloud sources into one secure dataroom link, so clients only need one URL.
- Share files and folders from different cloud storages using a single dataroom link
- Update content in any source and the shared link reflects the change automatically
- Manage one link instead of dozens for faster client access and fewer support emails
Structured Grouping
CloudFiles groups 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
- Help recipients find the right document up to 3x faster with a labeled structure
Folder Sharing
CloudFiles shares entire folders in one click, cutting link clutter for client handoffs.
- Cut link clutter by up to 70% with one link for all related files
- Structure folders by topic or deal stage for onboarding
- Update folder contents anytime while the link stays the same
File Request
CloudFiles collects signed contracts, IDs, and compliance documents from clients in the same link used to share files, with no email attachments.
- Add named upload blocks, such as "Signed NDA," so clients know exactly what to send
- Route every upload to the correct folder in Google Drive or SharePoint automatically
- Link uploaded files to the correct HubSpot CRM record instantly, with 0 manual steps
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.
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.
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.
How do I collect documents from clients in HubSpot?
CloudFiles integrates with HubSpot workflows, so file collection runs without emails, follow-ups, or manual filing.
CloudFiles creates a branded upload portal in under two minutes using a HubSpot workflow, giving each client a dedicated space to send files.
CloudFiles adds named file request sections, such as "Proof of ID" or "Signed Contract," so clients know exactly what to upload, reducing back-and-forth by up to three rounds of chasing.
Every uploaded file lands automatically in the correct folder in Google Drive, SharePoint, OneDrive, or Box, with no manual sorting.
Uploaded files appear instantly on the correct HubSpot contact, company, or deal record, with zero manual CRM updates.
CloudFiles sends upload links to clients directly through HubSpot workflow emails or CRM properties, in one click.
HubSpot dataroom management FAQs
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 the CRM automatically.
CloudFiles combines files from Google Drive, SharePoint, OneDrive, Box, or Dropbox into one branded dataroom link. Share that link via email or a HubSpot workflow, with no individual file attachments needed.
Yes. CloudFiles adds file request sections inside a dataroom so clients can upload the exact files needed. Uploads are automatically routed to the correct folder in cloud storage and linked to the right HubSpot record with zero manual work.
CloudFiles links are live. When a file is updated in Google Drive or SharePoint, the shared link reflects the change instantly, with no need to resend links to clients.
Yes. CloudFiles connects to Google Drive, SharePoint, OneDrive, Box, and Dropbox. Files from any of these can be pulled into one HubSpot dataroom, and uploaded files are saved back to connected storage automatically.
CloudFiles is HIPAA, SOC 2, ISO 27001, and GDPR compliant. Password protection, download restrictions, and access control by email domain are all supported, and all activity is logged for audit-ready reporting.
In under five minutes. CloudFiles installs directly from the HubSpot Marketplace, and workflows auto-generate upload portals for each client without manual setup.
CloudFiles is used across financial services (KYC and compliance), technology and IT (security assessments and onboarding documents), and manufacturing (revision-controlled blueprints and certifications). Over 500 teams across industries use CloudFiles with HubSpot.
CloudFiles datarooms support sharing up to 50 files through a single branded link.
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.
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.