HubSpot-Driven Solutions Built to Fit Every Industry

From empowering marketing teams to approve campaigns 2x faster, to helping real estate close deals seamlessly, and enabling healthcare to streamline client onboarding — our HubSpot-powered solutions redefine document workflows for industries that thrive on collaboration and efficiency

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Loved and trusted

by companies across industries — from finance, real estate to healthcare.

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Why CloudFiles for Your Industry?

Purpose-built solutions to manage,share and analyze documents tailored for Banking, Real Estate, Healthcare, and more.

#1 in HubSpot Doc Management

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The only solution that automates file sharing, syncs seamlessly with external storage, & tracks engagement—all directly within HubSpot.

Loved by Hundreds of Teams Globally

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Rated 4.8 on the HubSpot Marketplace, helping sales, marketing, and service teams thrive.

Security That Meets Industry Standards

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From HIPAA in healthcare to financial data security, CloudFiles ensures compliance across every industry.

24/7 Support, Smooth Onboarding

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Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.

Compliance You Can Count On

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Our commitment to data privacy and security is embedded in every part of our business & our code.

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Stay Industry Compliant

Always.

Certified, verified, and tailored for industry needs. Our security and compliance controls meet stringent standards like HIPAA for healthcare and SOC 2 for finance. Independently audited, we ensure your data stays protected while you focus on what matters most.

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Every Industry, Every Need, One Solution

From startups to enterprises, our document solutions streamline workflows, save time, and drive growth. Discover how CloudFiles empowers industries to manage, share, and generate documents effortlessly

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Financial Services

Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.

Banking
Insurance
Wealth
Assets
health

Healthcare & Life Sciences

Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.

Providers
Payers
Pharma
MedTech
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Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.

Software
Hardware
Cloud
ITSM
Public Sector

Public Sector

Automate regulatory filings, manage sensitive data, or generate incident reports in seconds. Be compliant with federal, defense standards & more.

Federal
State
Defense
Aerospace
Energy & Utility

Energy & Utility

Automate safety audits, streamline compliance reporting, and securely manage renewable energy proposals. Organize operational blueprints and track maintenance schedules for distribution and generation processes.

Generation
Distribution
Renewables
Oil & Gas
Water
Non Profit

Non-Profit

Simplify grants, automate reports, and manage volunteer data. Enhance relief efforts and fundraising while meeting compliance standards.

Environment
Housing
Social
Relief
Manufacturing

Manufacturing

Automate workflows, track supply chains, & manage compliance. Securely share technical specs & speed up approvals for efficient operations.

Machinery
Automotive
Chemicals
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Construction & Real Estate

Construction & Real Estate

Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.

Engineering
Real Estate
Services
Media

Media

Streamline approvals, manage workflows, and track contracts. Secure creative assets and collaborate effectively with customizable solutions.

Advertising
Publishing
Digital

CloudFiles is a game-changer for HubSpot

But don’t just take it from us.

Hubspot app marketplace

4.8/5

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4.8/5

Capterra

4.5/5

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    "CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."

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    Jeremy Ahoyo

    Atlante

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    "CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"

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    Vishal Talpallikar

    Aviva

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"

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    Mark Salib

    BDA Partners

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    "CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."

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    Victor Villalobos

    The Financial Interior, LLP

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    "CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."

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    Adam Ady

    Anteriad

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"

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    Ed Pashkin

    Rainforest Alliance

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    Book Your Personalized Demo NOW. Trusted by leaders across industries, CloudFiles streamlines workflows, automates document management, and saves hours weekly while ensuring compliance

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