Document sharing for HubSpot
CloudFiles gives you full control over document sharing in HubSpot with personalized links, folder access, analytics, email tracking, access gating, and branding.
File and folder sharing, by the numbers
Results reported by teams sharing files and folders from HubSpot with CloudFiles.
The sharing layer built into HubSpot
CloudFiles shares files and folders directly from HubSpot, with tracking on every link.
Link Creation
CloudFiles shares the same file or folder through multiple links, each set up for a different use case.
- Create up to 10+ unique links per item for teams, clients, or campaigns
- Rename and manage each link separately
- Cut manual sharing time by up to 80% with reusable, flexible links
File Viewer
CloudFiles lets recipients preview files instantly in their browser.
- Open files up to 2x faster with browser-based previews
- Deliver branded links that display without requiring a download
Folder Sharing
CloudFiles shares full folders or collections through a single link.
- Cut link clutter by up to 70% with one link for all related files
- Structure folders by topic or stage for navigation
- Update folder content anytime without recreating the link
Custom Branding
CloudFiles controls how shared content looks and where it's accessed from.
- Add a logo and brand colors to shared links
- Share links from a custom domain, such as docs.yourcompany.com
- Update branding at any time; live links refresh automatically
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.
But don’t just take it from us.
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.
Document sharing built into HubSpot
CloudFiles brings document-sharing features directly into HubSpot, for sharing, organizing, and tracking content.
CloudFiles creates and manages multiple links for the same file or folder, each set up for a specific contact, campaign, or team.
CloudFiles shares entire folder structures directly from HubSpot records, keeping content organized and connected to the record.
CloudFiles supports custom domains, logos, colors, and embedded file previews, so recipients can view files without downloading them.
CloudFiles shows who viewed a document, how long they engaged, and which pages they visited, directly on HubSpot timelines and dashboards.
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.
HubSpot file and folder sharing FAQs
Yes. CloudFiles lets you create up to 10+ unique links per file or folder, each set up for a specific contact, campaign, or team, and manage or rename each one separately.
Yes. CloudFiles' file viewer lets recipients preview files instantly in their browser, opening up to 2x faster than a download-based flow.
Yes. CloudFiles shares full folders or collections through a single link, cutting link clutter by up to 70% compared to sharing files individually.
No. Content in a shared folder can be updated at any time without recreating the link.
Yes. CloudFiles supports custom logos, brand colors, and custom domains, such as docs.yourcompany.com, and updates automatically reflect on live links.
Yes. CloudFiles shows who viewed a document, how long they engaged, and which pages they visited, directly on HubSpot timelines and dashboards.
CloudFiles cuts manual sharing time by up to 80% using reusable, flexible links that can be renamed and reused across use cases.
Yes. CloudFiles shares entire folder structures directly from HubSpot records, keeping content organized and connected to the relevant record.
Financial services teams use it for KYC and compliance collection, technology and IT teams share security assessments and integration documents, and manufacturing teams share revision-controlled blueprints and safety certifications.
Book Your Personalized Demo
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.