Track Document Engagement in HubSpot
See who viewed your files, what they clicked, and how long they stayed, all directly inside your CRM. CloudFiles turns every document interaction into actionable insights.
Trusted by Leading Teams Worldwide
See How People Interact With Your Documents
CloudFiles tracks every document view and sends the data straight into HubSpot, so you always know who’s interested and how they engage.
1. Know Who Viewed and For How Long
Track total views, time spent, and which pages each contact interacted with.
2. Connect Views to HubSpot Contacts
Use personalized links to automatically attribute document activity to CRM records.
3. Log Engagement on the Timeline
Every view, download, or revisit is saved as a timeline event for full visibility.
4. Automate Follow-Ups Based on Activity
Trigger workflows or notifications when someone interacts with your content.
5. Measure Impact With Dashboards
Create reports to see which files perform best and which contacts are most engaged.
Track and Turn Every Link into Insight
Capture detailed insights each time your document is opened. Track views, time, and contact level activity directly inside CRM
Engagement Metrics
See exactly how your documents are being viewed, page by page.
- See exactly how your documents are being viewed, page by page.
- Identify what content works best based on real reader behaviour.
- Make better decisions by relying on detailed engagement insights, not just clicks.
Email Attribution
Know who viewed your documents without asking them to fill out a form.
- Automatically connect each view to the right contact using HubSpot email tokens.
- Get accurate tracking even if the link is forwarded or opened on another device.
- Understand exactly how your prospects interact with your content during campaigns.
Timeline Insights
Use document activity to follow up at the right time with the right message.
- See document views and downloads directly on each HubSpot record’s timeline.
- Trigger workflows, lead scores, or internal tasks based on engagement events.
- Stay one step ahead by knowing who’s showing interest and when.
Dashboards & Reporting
Turn engagement data into clear reports and shared visibility across your team.
- Create dashboards that show which content is driving the most attention.
- Filter and group reports by stage, contact type, or document type.
- Share real insights across marketing, sales, and success teams to drive alignment.
Curious about Document Engagement & Analytics?
Here’s a quick link to each section’s help article.
Used across industries
Financial Industry
Technology & IT
Manufacturing
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"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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