Control access to every shared link in HubSpot
CloudFiles secures documents with passwords, expiry dates, and email restrictions, all managed inside HubSpot.
Link settings and security, by the numbers
Results reported by teams using CloudFiles to secure shared links in HubSpot.
Set rules for every shared link
CloudFiles defines who can view, download, or interact with documents, all from one place in HubSpot.
Secure Mode
CloudFiles controls when and how links are accessible, with viewing and download settings.
- Switch between online and offline modes to control access availability
- Choose whether recipients can download or print shared content
- Keep sensitive content view-only when needed
Access Restrictions
CloudFiles decides exactly who can view a link, using built-in email controls.
- Use soft email capture to collect viewer emails before granting access
- Verify access with email OTP or login authentication
- Limit access to specific contacts or HubSpot lists using emails
Expiry Controls
CloudFiles makes 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
- Deactivate expired links automatically, with no follow-up needed
- Update or extend expiry settings at any time
Password Protection
CloudFiles adds password protection to shared files.
- 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
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.
Decide how your content is accessed
CloudFiles controls every shared link: permissions, limits, and access, directly inside HubSpot.
CloudFiles turns links on or off instantly, without changing the URL or leaving HubSpot.
CloudFiles restricts access to verified emails, logged-in users, or specific HubSpot lists.
CloudFiles expires links after a specific date or number of views, for time-sensitive content.
CloudFiles locks links with a password to keep sensitive documents under your control.
CloudFiles controls who can download or print content, directly from the record view or workflows.
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 link settings & security FAQs
Yes. CloudFiles lets you enable or disable link access instantly, without changing the URL or leaving HubSpot.
Yes. CloudFiles restricts access to verified emails, logged-in users, or specific HubSpot lists.
Yes. CloudFiles expires links after a set date or number of views, and deactivates expired links automatically with no follow-up needed.
Yes. CloudFiles applies password protection to files, folders, and full datarooms, and the password can be updated or removed at any time without changing the link.
Yes. CloudFiles manages file actions like download and print permission directly from the record view or workflows, and supports view-only mode for sensitive content.
CloudFiles supports soft email capture to collect viewer emails before granting access, plus verification through email OTP or login authentication.
Yes. Expiry settings, passwords, and access restrictions can all be updated or extended at any time without changing the original link.
Yes. CloudFiles is SOC 2, HIPAA, ISO 27001, and GDPR compliant.
All link settings, including access, expiry, and passwords, are managed directly inside HubSpot, without needing a separate tool.
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