# Doc Share - Features - Dataroom Management > Share up to 50 files in one branded dataroom link inside HubSpot. 500+ teams use CloudFiles to collect, track, and auto-sync documents. ## 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. [Book demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-features-dataroom-management-hero) · [Get on HubSpot Marketplace](https://app.hubspot.com/ecosystem/45277447/marketplace/apps/cloudfiles) *Trusted by leading teams worldwide* Logos: Architecture Social, D & S Car Wash Supply, Lyka, HubSpot, We Are Here, Tenet Technologies, Taxolution Advisory, Neighbourhood, Trion Properties ## Dataroom management, by the numbers Results reported by teams using CloudFiles datarooms in HubSpot. - **5+** — Cloud storage sources combined into one dataroom link - **70%** — Less link clutter by sharing full folders with a single link - **3x** — Faster document location with structured grouping - **150+** — Verified reviews across financial services, technology, real estate, and more ## Manage everything in one secure dataroom CloudFiles shares documents, groups files, and collects uploads, all from one link inside HubSpot. ### Consolidated Sharing 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 [Learn More](https://help.cloudfiles.io/hubspot/dataroom-management#file-and-folder-sharing-in-datarooms) ### Structured Grouping 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 [Learn More](https://help.cloudfiles.io/hubspot/dataroom-management#organizing-dataroom-content) ### Folder Sharing 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 [Learn More](https://help.cloudfiles.io/hubspot/dataroom-management#file-and-folder-sharing-in-datarooms) ### File Request 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 [Learn More](https://help.cloudfiles.io/hubspot/dataroom-management#file-requests-in-datarooms) ## 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!" — **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. 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. Certifications: SOC 2 Type II, HIPAA, GDPR, ISO 27001 [Security overview](/security) ## How do I collect documents from clients in HubSpot? **Q: 1. Create upload portals automatically** CloudFiles creates a branded upload portal in under two minutes using a HubSpot workflow, giving each client a dedicated space to send files. **Q: 2. Ask for exactly what you need** 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. **Q: 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. **Q: 4. Keep everything linked to the CRM** Uploaded files appear instantly on the correct HubSpot contact, company, or deal record, with zero manual CRM updates. **Q: 5. Share the link without extra steps** CloudFiles sends upload links to clients directly through HubSpot workflow emails or CRM properties, in one click. ## HubSpot dataroom management FAQs **Q: 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 the CRM automatically. **Q: How do I share multiple files with a client in HubSpot?** 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. **Q: Can I collect documents from clients inside HubSpot?** 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. **Q: How do dataroom links update when I change a file?** 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. **Q: Does CloudFiles work with Google Drive and SharePoint in HubSpot?** 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. **Q: Is CloudFiles secure and compliant?** 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. **Q: How quickly can I set up a dataroom in HubSpot?** In under five minutes. CloudFiles installs directly from the HubSpot Marketplace, and workflows auto-generate upload portals for each client without manual setup. **Q: What industries use CloudFiles datarooms?** 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. **Q: How many files can I share in a single CloudFiles dataroom?** 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. [Explore for sales](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start) - **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. [Explore for marketing](https://help.cloudfiles.io/hubspot/cms-and-marketing-users-quick-start) - **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. [Explore for service](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start) ## 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 Demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-features-dataroom-management-footer)