Automate document organization and collection in HubSpot
CloudFiles generates secure datarooms for file collection, storing everything in a connected cloud folder.
Centralized document collection, by the numbers
Results reported by teams using CloudFiles to collect and organize documents in HubSpot.
Why CloudFiles for document collection
CloudFiles keeps document collection organized without manual setup or chasing files.
Workflows that work for you
Files land in the correct HubSpot record instantly and trigger workflow actions automatically, with no manual logging.
Folders that auto-organize
Every deal, contact, or company gets its own ready-made folder structure, with no manual setup needed.
Auto-branded sharing
CloudFiles generates branded, permission-controlled links automatically, based on the HubSpot record they're attached to.
Zero-touch file routing
Every upload routes instantly to the correct folder in Google Drive, SharePoint, or OneDrive, with 0 manual moves.
Insights that drive action
CloudFiles shows who opened a document, time spent per page, and downloads, and can trigger HubSpot workflows based on that activity.
Always organized and compliant
File handling stays HIPAA, SOC 2, and GDPR compliant across every deal, with audit logs and access controls built in.
Document sharing built for HubSpot
Secure links, real-time tracking, and record syncing for every document collection workflow.
Selective file collection portals
CloudFiles creates a file collection portal inside HubSpot that collects only the documents needed.
- Generates a parent folder and dataroom for each deal automatically
- Creates subfolders and file-request blocks dynamically based on selected document types
- Attaches the dataroom link to the HubSpot record for sharing and tracking
Secure document collection
CloudFiles collects sensitive documents in HubSpot securely and in a compliant way.
- Creates a secure parent folder and dataroom in external storage for each deal
- Attaches the folder and dataroom link directly to the HubSpot record for access
- Requests and collects sensitive files through upload links, in a compliant way
Client document portal
CloudFiles creates a client document portal inside HubSpot.
- Generates a secure dataroom and folder for each client automatically
- Shares the portal link directly from the HubSpot record
- Lets clients upload and access documents in one organized place
Doc approval process
CloudFiles sets up a document approval process in HubSpot.
- Creates a secure dataroom and folder linked to each record
- Collects and tracks required documents with upload checklists
- Approves or rejects submissions and triggers automated follow-ups
Used across industries
CloudFiles' document management supports marketing and sales workflows across industries.
Financial services
Collect KYC and compliance documents via datarooms and track client engagement with custom, audit-ready dashboards.
Technology & IT
Manage project, onboarding, and client files by organizing them in external storage and linking them to deals and tickets.
Manufacturing
Structure supplier, QA, and compliance documents in cloud folders connected to vendor records or production tickets.
Loved by Teams. Backed by Results.
But don’t just take it from us.
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!
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!
CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics.
Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly.
CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement.
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!
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!
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!
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.
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.
Built for every HubSpot team
One platform, tailored to how each team already works in HubSpot.
Sales
Auto-create deal folders, generate on-brand proposals and contracts from deal data, and share them as trackable links with e-signature via DocuSign, all without leaving HubSpot.
Marketing
Share collateral across web, social, ads, and email while collecting personalized analytics, even without gating content, then segment and score leads using HubSpot lists and workflows.
Service
Automate folder and file operations tied to service records, and securely collect documents from customers with file requests that transfer straight to your connected cloud storage.
HubSpot centralized document collection FAQs
Yes. CloudFiles' selective file collection portal generates dynamic subfolders and file-request blocks based on the document types selected, attached to a dataroom link on the HubSpot record.
Yes. CloudFiles creates a secure parent folder and dataroom for each deal, and requests sensitive files through upload links while keeping the process compliant.
Yes. CloudFiles generates a secure dataroom and folder for each client, with the portal link shared directly from the HubSpot record.
Yes. CloudFiles supports upload checklists for required documents, plus approving or rejecting submissions with automated follow-up triggers.
0. Every upload routes instantly to the correct folder in Google Drive, SharePoint, or OneDrive.
Yes. Files land in the correct HubSpot record instantly and can trigger workflow actions automatically.
Yes. CloudFiles shows who opened a document, time spent per page, and downloads, and this activity can trigger HubSpot workflows.
Yes. File handling stays HIPAA, SOC 2, and GDPR compliant, with audit logs and access controls built in.
4: selective file collection portals, secure document collection, client document portals, and document approval processes.
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