Results that speak for themselves.
CloudFiles automates the entire document lifecycle inside HubSpot, from collection to tracking.
Whydo 500+ HubSpot teams use CloudFiles?
Workflows That Work for You
Files land in the right HubSpot record instantly and trigger workflow actions automatically. No chasing, no manual logging.
Links That Do More
Create password-protected, expiring links with per-view analytics generated from any HubSpot record in 10 seconds.
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
From collection to insights, all automated
Collection Portal
Set up a branded document request portal in under 5 minutes. Easily collect the exact documents you need from clients in a structured, secure way.
- Build named upload portals, 'Proof of ID', 'KYC Docs' so clients know exactly what to send.
- Gather sensitive documents with built-in HIPAA, SOC 2, and GDPR-compliant controls
- Link all uploads instantly to the right HubSpot contact, company, or deal record.
- Simplify collaboration using approval flows for faster reviews.
Link Creation & Sharing
Generate password-protected, expiring, trackable links directly from any HubSpot record and get real-time alerts when a client opens, downloads, or shares your file.
- Get instant HubSpot alerts the moment a client opens, downloads, or revisits a shared file
- Send documents using email verification so only the right recipient can access the link
- Generate privacy-compliant, trackable links in under 10 seconds directly from any HubSpot object
- Set link expiry dates, download restrictions, and domain-based access rules for every share
Engagement & Analytics
See who opened your document, how long they read each page, and whether they downloaded it, then let HubSpot workflows respond automatically based on that engagement.
- Track file views, time-on-page, downloads, and email attachment opens across 100+ file types
- Automatically capture new HubSpot contacts from file interactions.
- Build custom engagement dashboards to see which documents drive the most deal progression
- Trigger HubSpot workflows based on document events e.g. send a follow-up when a proposal is opened.
Loved by Teams. Backed by Results.
CloudFiles is rated 4.8/5 on the HubSpot Marketplace, 4.5/5 on G2, and 4.8/5 on Capterra based on 150+ verified reviews from teams in financial services, technology, real estate, and more.
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.
Frequently Asked Questions
Document sharing in HubSpot means generating trackable, secure links for files and sharing them directly from any HubSpot object. CloudFiles extends HubSpot's native file tools by adding link-level analytics, access controls, collection portals, and automatic cloud storage routing, covering the full document lifecycle inside your CRM.
With CloudFiles, you create a branded upload portal in under 5 minutes. Add named file request sections ('Proof of ID', 'Signed Contract') so clients know exactly what to send. Every uploaded file is automatically routed to the correct folder in Google Drive or SharePoint and linked to the right HubSpot record.
Yes, with CloudFiles. When you share a file from HubSpot using a CloudFiles link, you get real-time alerts when it's opened, how long the recipient spent reading each page, and whether they downloaded it. All engagement data is logged against the HubSpot record automatically.
CloudFiles can capture the email address of anyone who accesses a shared file using email verification. If that email doesn't already exist in HubSpot, a new contact is created automatically. This means every document you share becomes a passive lead capture tool.
Yes. CloudFiles integrates with HubSpot workflows so you can trigger actions like sending a follow-up email, updating a deal stage, notifying a rep — the moment a document is opened, downloaded, or uploaded.
CloudFiles connects to Google Drive, SharePoint, OneDrive, Box, and Dropbox. You can share files from any of these directly from HubSpot, and uploaded client files are saved back to your connected storage automatically.
Yes. CloudFiles is HIPAA, SOC 2, ISO 27001, and GDPR compliant. You can set password protection, link expiry dates, download restrictions, and domain-based access controls on every shared file. All activity is logged for audit-ready reporting.
CloudFiles installs directly from the HubSpot Marketplace and is live in your workflows in under 5 minutes. No developer setup, no IT support needed. Once connected, you can generate trackable links, set up collection portals, and view engagement analytics immediately.
CloudFiles tracks opens, time spent per page, downloads, and email attachment interactions across 100+ file types. You can build custom dashboards inside HubSpot to see engagement across all your shared documents by contact and deal, and use that data to prioritise follow-ups.
Book Your Personalized Demo
Join 500+ teams who collect, share, and track documents inside HubSpot with CloudFiles, cutting document chaos by 75% and saving 3+ hours per rep per week. Book a demo and go live the same day.