Control Access With Every Link

CloudFiles lets you secure your documents with passwords, expiry dates, and email restrictions, all managed inside HubSpot. Share with confidence while keeping everything organised and permission-aware.

Link settings and security

Trusted by Leading Teams Worldwide

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

Decide How Your Content Is Accessed

CloudFiles gives you full control over every shared link. Set permissions, enforce limits, and manage access directly inside HubSpot.

1. Enable or Disable Access Anytime

Turn links on or off instantly without changing the URL or leaving HubSpot.

2. Limit Who Can View

Allow access only to verified emails, logged in users, or specific HubSpot lists.

3. Set Expiry Rules

Make links expire after a specific date or number of views to protect time sensitive content.

4. Add Password Protection

Lock links with a password to keep sensitive documents secure and under your control.

5. Manage File Actions Easily

Control who can download or print content directly from your record view or workflows.

Set Rules for Every Shared Link

Define who can view, download, or interact with your documents all from one place in HubSpot.

Secure Mode

Control when and how your links are accessible with flexible viewing and download settings.

  • Switch between online and offline modes to control access availability.
  • Choose whether recipients can download or print shared content.
  • Protect sensitive content by keeping it view-only when needed.
Learn More
Secure Mode

Access Restrictions

Decide exactly who can view your links with built-in email controls.

  • Use soft email capture to collect viewer emails before granting access.
  • Enable secure verification with email OTP or login authentication.
  • Limit access to specific contacts or HubSpot lists using emails.
Learn More
Access Restrictions

Expiry Controls

Make your links time-bound or view-limited to match project timelines or compliance needs.

  • Set link access to expire after a specific date or number of views.
  • Automatically deactivate expired links without needing to follow up.
  • Update or extend expiry settings anytime as your needs evolve.
Learn More
Expiry Controls

Password Protection

Add an extra layer of security to your shared files with password access.

  • Set a password for any link to control who can view its contents.
  • Update or remove the password at any time without changing the link.
  • Apply password protection to files, folders, and full datarooms.
Learn More
Password Protection
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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.

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4.8/5

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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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