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!
by companies across industries — from finance, real estate to healthcare.
The Best Document Solution Built for HubSpot Workflows
The only solution that automates file sharing, syncs seamlessly with external storage, & tracks engagement—all directly within HubSpot.
Rated 4.8 on the HubSpot Marketplace, helping sales, marketing, and service teams thrive.
Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.
Our commitment to data privacy and security is embedded in every part of our business & our code.
From HIPAA in healthcare to financial data security, CloudFiles ensures compliance across every industry.
Simplify workflows, enhance collaboration, and drive results faster with CloudFiles for HubSpot.
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.
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.
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.
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.
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.
Explore more of our HubSpot Use-cases
See how CloudFiles helps streamline workflows across a variety of industries.
Simplify KYC workflows for financial services by organizing and verifying client documents directly within HubSpot records.
Enable insurance agents to securely share trackable risk management materials with clients for improved engagement.
Automatically create and manage deal-specific file structures in external storage for construction projects.
HR teams generate custom incident reports using workflows, enabling consistent documentation & fast resolution.
Marketing teams securely share gated content and track detailed engagement metrics to optimize lead generation.
Recruiters share CVs and candidate information as secure links, streamlining hiring processes and improving organization.
Electronics companies share product brochures with customers through secure links, tracking views & engagement seamlessly.
Technology firms create secure, real-time datarooms for clients to access and upload essential documents effortlessly.
Healthcare organizations centralize technical documents into single, shareable links for easy client access and activity tracking.
4.8/5
4.8/5
4.5/5
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.Jeremy AhoyoAtlante
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!Vishal TalpallikarAviva
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!Irwin MenciasMālama Solar
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.Latha DavuluriW. R. Grace & Co.
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.Victor VillalobosThe Financial Interior, LLP
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to SalesforceMark SalibBDA Partners
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.Oscar ChacónSagicor Financial Corporation
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.Adam AdyAnteriad
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!Ed PashkinRainforest Alliance
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.Jeremy AhoyoAtlante
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!Vishal TalpallikarAviva
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!Irwin MenciasMālama Solar
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.Latha DavuluriW. R. Grace & Co.
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.Victor VillalobosThe Financial Interior, LLP
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to SalesforceMark SalibBDA Partners
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.Oscar ChacónSagicor Financial Corporation
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.Adam AdyAnteriad
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!Ed PashkinRainforest Alliance
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.Jeremy AhoyoAtlante
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!Vishal TalpallikarAviva
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!Irwin MenciasMālama Solar
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.Latha DavuluriW. R. Grace & Co.
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.Victor VillalobosThe Financial Interior, LLP
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to SalesforceMark SalibBDA Partners
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.Oscar ChacónSagicor Financial Corporation
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.Adam AdyAnteriad
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!Ed PashkinRainforest Alliance
"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."
Jeremy Ahoyo
Atlante
"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!"
Vishal Talpallikar
Aviva
"CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"
Irwin Mencias
Mālama Solar
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"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."
Victor Villalobos
The Financial Interior, LLP
"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"
Mark Salib
BDA Partners
"CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."
Oscar Chacón
Sagicor Financial Corporation
"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."
Adam Ady
Anteriad
"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!"
Ed Pashkin
Rainforest Alliance
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
See how CloudFiles transforms HubSpot workflows. Simplify document management, boost productivity, and drive better results with CloudFiles.
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