Transform How You Manage Documents in 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.

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.

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.

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.

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.

Share documents publicly across social media, ads, landing pages with HubSpot, while collecting & analyzing anonymous performance data.

Share marketing materials securely from HubSpot, using manual or automated secure links.

Track & analyze email attachments sent through HubSpot campaigns, with detailed insights.