Automate Document Collection and Approvals Easily
Set up a secure approval workflow that creates client-specific folders, collects documents through a guided portal, and automates review and approval steps.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Review and Approve Documents in 3 Steps
Quick Steps to Automate Document Collection
Trigger the approval workflow
Use a checkbox property to launch a workflow that creates a secure dataroom and a linked storage folder for the contact.
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Collect documents through a guided upload portal
Add file request blocks in the dataroom and share the link with clients to upload required documents into the right folders.
Track submissions and automate approvals
Update checklist properties as files come in, and trigger automated alerts or tasks for reviews, reuploads, or approvals.
Save Time, Stay Organized, and Boost Productivity
Say goodbye to manual filing and watch your folders create, structure, and update themselves.
80% Faster Setup
Automatically create parent and sub-folder hierarchies in external storage without manual intervention.
Save 10+ Hours Weekly
Eliminate repetitive folder creation tasks and focus on growing your business.
Complete File Transparency
Access all your files and folders directly from HubSpot records, boosting efficiency.
Reduce Errors by 90%
Automated workflows ensure accurate folder creation and placement every time.
Seamless Integration
Works across major storages like Google Drive, SharePoint, and Dropbox for total flexibility.
Scalable Solution
Manage thousands of records with seamless automation, no matter the size of your organization.
Unlock More Use Cases
From automating folders to organizing and collecting files and folders, discover it all.
Used across industries
Financial services
Technology & IT
Manufacturing
Stay compliant & secure.
CloudFiles can automate anything on HubSpot
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
Meet a Document Expert !
Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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