Collect only the documents needed, automatically
CloudFiles builds a file request portal that adapts to each deal, creating folders and requesting only selected documents, linked to HubSpot records.
Selective file collection portal, by the numbers
Results reported by teams using CloudFiles to build file collection portals in HubSpot.
3 steps to request only what's needed
Steps to automate a selective document collection portal.
Build a dynamic file-request portal
Uses a checkbox property in HubSpot to trigger the creation of a secure dataroom based on selected document types.
Create the folder hierarchy by selection
Generates a main folder with subfolders for each selected item, such as ID, KYC, or tax documents.
Route uploads into matching folders
Adds file requests inside the dataroom to direct uploads into the correct subfolders, linked to the deal.
Results of selective file collection
Results reported by teams using automated document collection portals.
80% faster setup
Creates parent and sub-folder hierarchies in external storage without manual steps.
10+ hours saved weekly
Removes repetitive folder creation tasks.
Full file visibility
Access files and folders directly from HubSpot records.
90% fewer errors
Automated workflows apply consistent folder creation and placement.
Storage compatibility
Works with Google Drive, SharePoint, and Dropbox.
Scales to any record volume
Manages folder automation regardless of organization size.
More use cases
Related automation for document approval and client portals.
Build an approval flow in HubSpot that automates storage, tracks submissions, notifies teams, and finalizes approvals.
Set up a self-updating HubSpot dataroom to collect, share, and organize client documents automatically.
Request, organize, and store sensitive files in external storage in a compliant way.
Used across industries
CloudFiles automates document workflows across industries.
Financial services
Organize client and compliance documents into structured cloud folders, linked to HubSpot records for access and audits.
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.
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.
CloudFiles can automate anything in HubSpot
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.
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 selective file collection portal FAQs
Yes. A checkbox property in HubSpot triggers the creation of a secure dataroom based on the selected document types, with folders generated only for those items.
The main folder generates subfolders for each selected item, such as ID, KYC, or tax documents, based on what was chosen in HubSpot.
Yes. File requests inside the dataroom guide uploads into the matching subfolder, linked to the deal.
Self-setup is documented to take about two minutes.
Google Drive, SharePoint, and Dropbox are supported for this automation in HubSpot.
Yes. A related setup builds an approval flow that automates storage, tracks submissions, notifies teams, and finalizes approvals.
Yes. A related setup creates a self-updating HubSpot dataroom for clients to collect, share, and organize documents automatically.
Yes. A related setup requests, organizes, and stores sensitive files in external storage in a compliant way.
Yes. The automation applies the same folder and request logic regardless of the number of records.
Meet a Document Expert !
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