Trusted by Leading Teams Worldwide
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Why CloudFiles?
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Workflows That Work for You
Stop chasing files—trigger actions the moment a document is uploaded, viewed, or shared.
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Links That Do More
Create secure, trackable links with alerts, analytics, and compliance—straight from HubSpot.
Sharing Made Effortless
Auto-generate secure, branded links with the right permissions—every single time.
Effortless File Flow
Form uploads, contracts, or proposals land in the right folder instantly—without you lifting a finger.
Insights That Drive Action
Know who opened, viewed, or engaged with your content—and let workflows respond automatically.
Consistency Without Effort
Keep files organized, accessible, and compliant across teams—without repetitive manual tasks.
From Collection to Insights, All Automated
Collect files, share smart links, and track every view—CloudFiles automates it all in HubSpot.
Collection Portal
Easily collect the exact documents you need from clients in a structured, secure way.
- Build selective portals to request only required files.
- Gather sensitive documents with built-in compliance controls.
- Simplify collaboration using approval flows for faster reviews.
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Link Creation & Sharing
Share files with confidence while keeping everything secure and trackable.
- Get instant alerts when files are uploaded to HubSpot.
- Send collaterals using email verification for controlled access.
- Generate privacy-compliant, trackable links directly from records.
Engagement & Analytics
Understand how every prospect or client interacts with your documents.
- Track file views, downloads, and email attachments in detail.
- Automatically capture new HubSpot contacts from file interactions.
- Build custom dashboards for engagement insights and reporting.
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
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