# CloudFiles x HubSpot All Use-cases > CloudFiles automates file sharing, track engagement, & streamline workflows directly in HubSpot. It seamlessly integrates with your storage platforms ## 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! [Talk to a Document Expert](https://meet.cloudfiles.io/hubspot?utm_content=hs-use-cases-hero) *Loved and trusted* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight *The best document solution built for HubSpot workflows* ## The solution you can count on - **#1 in HubSpot Doc Management** — The only solution that automates file sharing, syncs seamlessly with external storage, & tracks engagement—all directly within HubSpot. - **Loved by Hundreds of Teams Globally** — Rated 4.8 on the HubSpot Marketplace, helping sales, marketing, and service teams thrive. - **24/7 Support. Easy Onboarding** — Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said. - **Compliance You Can Count On** — Our commitment to data privacy and security is embedded in every part of our business & our code. - **Security That Meets Industry Standards** — From HIPAA in healthcare to financial data security, CloudFiles ensures compliance across every industry. ## Any use-case, one solution ### Organize External Files with Automated Folder Structures 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](https://help.cloudfiles.io/hubspot/automated-folder-hierarchies-for-managing-external-files-from-hubspot) ### Collect Sensitive Documents with a Compliant Dataroom 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](https://help.cloudfiles.io/hubspot/collecting-sensitive-documents-in-a-compliant-way-using-hubspot-with-an-external-storage-system) ### Share File Portals with Analytics Using CloudFiles 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](https://help.cloudfiles.io/hubspot/sharing-file-portals-with-analytics-from-hubspot-using-cloudfiles) ### Set Up Self-Updating Client Document Portals 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](https://help.cloudfiles.io/hubspot/create-a-client-document-portal-in-hubspot-with-cloudfiles) ### Setting up a document approval process in HubSpot 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](https://help.cloudfiles.io/hubspot/setting-up-a-document-approval-process-in-hubspot) ## Didn’t find what you were looking for? ### Anonymous Analytics on publicly shared docs Share documents publicly across social media, ads, landing pages with HubSpot, while collecting & analyzing anonymous performance data. ### Secure Collateral Sharing with Email Verification Share marketing materials securely from HubSpot, using manual or automated secure links. ### E-mail Attachment Tracking Dashboard Track & analyze email attachments sent through HubSpot campaigns, with detailed insights. ## Tailored Use-Cases for Every Industry See how CloudFiles helps streamline workflows across a variety of industries. - **Organize KYC documents** — Simplify KYC workflows for financial services by organizing and verifying client documents directly within HubSpot records. - **Share risk collateral** — Enable insurance agents to securely share trackable risk management materials with clients for improved engagement. - **Automate deal files** — Automatically create and manage deal-specific file structures in external storage for construction projects. - **Incident reporting tools** — HR teams generate custom incident reports using workflows, enabling consistent documentation & fast resolution. - **Share gated content** — Marketing teams securely share gated content and track detailed engagement metrics to optimize lead generation. - **Recruitment file sharing** — Recruiters share CVs and candidate information as secure links, streamlining hiring processes and improving organization. - **Product brochure links** — Electronics companies share product brochures with customers through secure links, tracking views & engagement seamlessly. - **Secure client portals** — Technology firms create secure, real-time datarooms for clients to access and upload essential documents effortlessly. - **Consolidate service docs** — Healthcare organizations centralize technical documents into single, shareable links for easy client access and activity tracking. [Explore All Industries](https://www.cloudfiles.io/hubspot/industries) ## CloudFiles is a game-changer for HubSpot But don’t just take it from us. > "Great app that saves storage! CloudFiles seamlessly moves files to SharePoint and automates workflows—support was hands-on and made setup easy." — **Eric Praud, Activ8 Solar Energies** > "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!" — **Lauren Goldman, Lyka** > "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!" — **Ron Rosenwasser, Taxolution Advisory LLC** > "CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics." — **Carolyn Treviño Jenkins, We Are Here** > "CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement." — **Ken Underhill, D&S Car Wash Supply** > "Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly." — **Chris Moore, HubSpot** > "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!" — **Trav White, Neighbourhood** > "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!" — **Stephen Drew, Architecture Social** > "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!" — **Frank Bocchino, Trion properties** > "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." — **John Wu, Tenet Technologies** ## 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. Certifications: SOC 2 Type II, HIPAA, GDPR, ISO 27001 [Security overview](/security) ## Book Your Personalized Demo See how CloudFiles transforms HubSpot workflows. Simplify document management, boost productivity, and drive better results with CloudFiles. [Book a Demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-use-cases-footer)