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
Collect documents securely from your HubSpot
Use CloudFiles to set up document request portals that look professional, stay organized, and work with your HubSpot workflows.
1. Create Upload Portals Automatically
Set up a branded upload space using a HubSpot workflow so clients always have one place to send files.
2. Ask for Exactly What You Need
Add file request sections that show clients which documents to upload so nothing gets missed.
3. Store Everything in the Right Place
Uploaded files are saved directly into organized folders in your connected cloud storage like Google Drive or SharePoint.
4. Keep Everything Linked to the CRM
Files automatically appear in the right contact, company, or deal record in HubSpot for full visibility.
5. Share the Link Without Extra Steps
Send upload links to clients using HubSpot properties or workflow emails with no manual copy paste required.
Manage Everything in One Secure Portal
Share documents, group files, and collect uploads all from one link inside HubSpot.
Consolidated Sharing
Combine content from multiple sources into one secure dataroom for simpler sharing.
- 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 one link instead of many for faster access and less confusion
Structured Grouping
Organize documents inside your dataroom for better clarity and a cleaner experience.
- Group files by topic, or category using drag and drop
- Reorder or rename groups anytime without changing the link
- Help recipients find what they need quickly with a structured layout
Folder Sharing
Share full folders or collections with a single link, ideal for client handoffs.
- Cut link clutter by 70% with one link for all related files
- Structure folders by topic or stage for easier navigation
- Update content anytime without recreating the link
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File Request
Collect documents from clients or partners directly inside your dataroom.
- Add upload blocks to request specific files from recipients
- Route uploads to the right folder in your connected storage automatically
- Uploaded files are linked to the right CRM record with no manual work
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
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