Trusted by Leading Teams Worldwide
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Why CloudFiles?
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Workflows That Work for You
Files land in the right HubSpot record instantly and trigger workflow actions automatically. No chasing, no manual logging.
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Folders That Auto-Organize
Every deal, contact, or company gets its own ready-made folder structure—no manual setup needed.
Auto-Branded Sharing
Auto-generate branded, permission-controlled links based on the HubSpot record they're attached to, every time.
Zero-Touch File Routing
Every upload is routed to the correct folder in Google Drive, SharePoint, or OneDrive instantly. 0 manual moves.
Insights That Drive Action
See who opened your doc, time spent per page, and downloads, then trigger HubSpot workflows automatically.
Always Organised & Compliant
HIPAA, SOC 2, and GDPR-compliant file handling across every deal with audit logs and access controls built in
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
Stay compliant & secure.
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You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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