Trusted by Leading Teams Worldwide
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Why CloudFiles?
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Workflows That Work for You
Stop chasing files—trigger actions the moment a document is uploaded, viewed, or shared.
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Folders That Auto-Organize
Every deal, contact, or company gets its own ready-made folder structure—no manual setup needed.
Sharing Made Effortless
Auto-generate secure, branded links with the right permissions—every single time.
Effortless File Flow
Form uploads, contracts, or proposals land in the right folder instantly—without you lifting a finger.
Insights That Drive Action
Know who opened, viewed, or engaged with your content—and let workflows respond automatically.
Consistency Without Effort
Keep files organized, accessible, and compliant across teams—without repetitive manual tasks.
Document Sharing That Works Smarter in HubSpot
Secure links, real-time tracking, and automatic record syncing—so every share adds value.
Selective File Collection Portals
Create a selective file collection portal inside HubSpot to collect only the documents you need.
- Auto-generate a parent folder and dataroom for each deal
- Dynamically create subfolders and file-request blocks based on selected document types
- Attach the dataroom link to the HubSpot record for easy sharing and tracking
Secure Document Collection
Collect sensitive documents in HubSpot securely and compliantly.
- Auto-create a secure parent folder and dataroom in my external storage for each deal
- Attach the folder and dataroom link directly to my HubSpot record for easy access
- Request and collect sensitive files through upload links, while keeping everything compliant
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Client Document Portal
Create a client document portal inside HubSpot with CloudFiles.
- Generate a secure dataroom and folder for each client automatically
- Share the portal link directly from the HubSpot record
- Let clients upload and access documents in one organized place
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Doc Approval Process
Set up a document approval process in HubSpot with CloudFiles.
- Create a secure dataroom and folder linked to each record
- Collect and track required documents with upload checklists
- Approve or reject submissions and trigger automated follow-ups
Used across industries
Financial Industry
Technology & IT
Manufacturing
Loved by Teams. Backed by Results.
But don’t just take it from us.
4.8/5
4.5/5
4.8/5
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
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 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
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
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