Advanced Document Sharing for HubSpot

Share documents with more control and visibility. With CloudFiles, get full control over sharing with personalised links, folder access, analytics, email tracking, access gating, and branding all in one place.

File and Folder sharing

Trusted by Leading Teams Worldwide

  • ArchSocial
  • D&S Car Wash Supply
  • HubSpot
  • Lyka
  • Neighbourhood
  • Taxolution Advisory LLC
  • Tenet Technologies
  • The Here Team
  • Trion Properties

Built for Document Sharing Inside HubSpot

CloudFiles brings powerful document-sharing features directly into your HubSpot workspace, making it easy to share, organize, and track content at scale.

1. Multiple Share Links Per Document

Create and manage multiple links for the same file or folder, each tailored for specific contacts, campaigns, or teams.

2. Folder-Level Sharing and Navigation

Access and share entire folder structures from within HubSpot records, keeping your content organized and connected.

3. Custom-Branded Viewing Experience

Deliver polished, on brand file views with support for custom domains, logos, colors, and embedded file previews with no downloads needed.

4. Real-Time Engagement Tracking

See who viewed a document, how long they engaged, and what pages they visited directly on HubSpot timelines and dashboards.

The Built-In Sharing Layer for HubSpot

Share files and folders with control, clarity, and consistency without ever leaving your CRM.

Link Creation

Share the same file or folder through multiple links tailored to different use cases.

  • Create up to 10+ unique links per item for teams, clients, or campaigns
  • Rename and manage each link separately for faster organization
  • Cut manual sharing time by 80% with reusable, flexible links
Learn More
Link Creation

File Viewer

Let recipients preview files instantly in their browser.

  • Open files 2× faster with browser-based previews
  • Improve user experience by 60% with clean, responsive layouts.
  • Deliver polished, branded links that look like part of your site
Learn More
CloudFiles Viewer

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
Learn More
Folder sharing

Custom Branding

Control how your shared content looks and where it’s accessed.

  • Add your logo and colors for 10× stronger brand recall.
  • Share links from your domain like docs.yourcompany.com.
  • Update branding anytime and live links will refresh automatically.
Learn More
Custom Branding and Domain
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Used across industries

CloudFiles makes it easy to share files and folders securely from HubSpot, helping teams move faster, stay aligned, and deliver better client experiences.
fin

Financial Industry

Collect KYC and compliance docs via Datarooms and track client engagement with custom audit-ready dashboards.
Banking
Insurance
Wealth
Assets
Learn more ->
tech

Technology & IT

Share security assessments and integration docs through a secure branded link and use custom dashboards to monitor client readiness.
Software
Hardware
Cloud
ITSM
Learn more ->
Manufacturing

Manufacturing

Share revision-controlled blueprints and safety certifications via trackable links with download restrictions and domain-based access.
Machinery
Automotive
Chemicals
More
Learn more ->

Loved by Teams. Backed by Results.

But don’t just take it from us.

HS Logo

4.8/5

g2-logo

4.5/5

Capterra

4.8/5

  • lykapetfood_logo

    "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!"

    Goldman, L

    Lauren Goldman

    Lyka

  • Taxolution Advisory LLC

    "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!"

    Rosenwasser, R.

    Ron Rosenwasser

    Taxolution Advisory LLC

  • thehereteam_logo

    "CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics."

    Carolyn Treviño Jenkins

    Carolyn Treviño Jenkins

    We Are Here

  • HubSpot_Logo

    "Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly."

    Chris Moore

    Chris Moore

    HubSpot

  • D&S Car Wash Supply

    "CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement."

    Ken Underhill

    Ken Underhill

    D&S Car Wash Supply

  • Neighbourhood

    "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

    Trav White

    Neighbourhood

  • architecturesocial_logo

    "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

    Stephen Drew

    Architecture Social

  • trion_properties_logo

    "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

    Frank Bocchino

    Trion properties

  • tenet_tech_logo

    "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

    John Wu

    Tenet Technologies

  • Stay compliant & secure.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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    You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

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