Transform How You Manage Documents in HubSpot

Automate file sharing, track engagement, and streamline workflows directly in HubSpot. With seamless integration to your favorite storage platforms, CloudFiles empowers teams to work smarter, faster, and stay ahead of the competition. Don’t let manual processes hold you back!

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Loved and trusted

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

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The Solution You Can Count On

The Best Document Solution Built for HubSpot Workflows

#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.

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.

Security That Meets Industry Standards

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

Any Use-Case, One Solution

Simplify workflows, enhance collaboration, and drive results faster with CloudFiles for HubSpot.

Organize External Files with Automated Folder Structures

HubSpot users leverage CloudFiles to automate folder creation, manage external storage hierarchies, and organize files seamlessly. Automatically create parent folders, configure nested sub-folders, and link them to HubSpot records for easy access and improved collaboration.

  • Auto-create parent folders for Deals, Companies etc.
  • Set up sub-folders with a pre-defined hierarchy.
  • Access and manage folders directly in HubSpot.
Learn More
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Save 5+ hours/week on manual folder setup.

Collect Sensitive Documents with a Compliant Dataroom

CloudFiles enables HubSpot teams to set up secure datarooms for collecting sensitive documents, ensuring compliance and reducing risks. Share secure links for uploads, automate folder creation, and keep documents organized across external storage platforms.

  • Create secure datarooms to collect sensitive files within HubSpot.
  • Share links for easy and safe document uploads.
  • Automate folder organization in external cloud storage systems.
Learn More
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Reduce compliance risks by 40% with secure collection workflows

Share File Portals with Analytics Using CloudFiles

CloudFiles enables HubSpot users to streamline document sharing with secure file portals. Automatically create internal folders at specific deal stages, set up datarooms for selective file sharing, & track engagement metrics like views, downloads, and time spent—all without leaving HubSpot.

  • Generate internal folders in external storage when deals reach specific stages.
  • Generate secure dataroom links for sharing selective files.
  • Track views, downloads, and time spent via HubSpot dashboards.
Learn More
Hubspot File portal
Boost engagement by 60% with actionable file insights

Set Up Self-Updating Client Document Portals

CloudFiles enables HubSpot users to create dynamic, self-updating datarooms to collect and manage documents from customers or team members effortlessly. Automate the setup, share secure links, and allow seamless access to uploaded files—all while keeping everything organized in external storage.

  • Automatically create self-updating portals for real-time document sharing and collection.
  • Store uploaded files in structured folders within your preferred external storage.
  • Automate file requests, storage, and sharing through HubSpot workflows.
Learn More
Hubspot self updating dataroom
Increase document handling efficiency by 60%.

Setting up a document approval process in HubSpot

Enable automated approvals for KYC, compliance, and client onboarding workflows using CloudFiles-HubSpot integration. Collect and organize documents in secure datarooms, track required files with checklists, and trigger automated notifications for uploads or corrections.

  • Maintain a checklist to track required documents.
  • Trigger automated email/Slack notifications for uploads.
  • Vet submitted files & send reminder for missing/ incorrect files.
Learn More
Hubspot doc approval process
Improve approval efficiency by 70%

Didn’t find what you were looking for?

Explore more of our HubSpot Use-cases

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Tailored Use-Cases for Every Industry

See how CloudFiles helps streamline workflows across a variety of industries.

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Organize KYC Documents

Simplify KYC workflows for financial services by organizing and verifying client documents directly within HubSpot records.

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Share Risk Collateral

Enable insurance agents to securely share trackable risk management materials with clients for improved engagement.

Construction & Real Estate

Automate Deal Files

Automatically create and manage deal-specific file structures in external storage for construction projects.

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Incident Reporting Tools

HR teams generate custom incident reports using workflows, enabling consistent documentation & fast resolution.

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Share Gated Content

Marketing teams securely share gated content and track detailed engagement metrics to optimize lead generation.

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Recruitment File Sharing

Recruiters share CVs and candidate information as secure links, streamlining hiring processes and improving organization.

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Product Brochure Links

Electronics companies share product brochures with customers through secure links, tracking views & engagement seamlessly.

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Secure Client Portals

Technology firms create secure, real-time datarooms for clients to access and upload essential documents effortlessly.

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Consolidate Service Docs

Healthcare organizations centralize technical documents into single, shareable links for easy client access and activity tracking.

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 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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    "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 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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    "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 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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    "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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    "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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    Stay compliant & secure.

    Always.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

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    See how CloudFiles transforms HubSpot workflows. Simplify document management, boost productivity, and drive better results with CloudFiles.

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