Trusted by Leading Teams Worldwide
500+
Teams using CloudFiles
3×
Faster document collection
75%
Less document chaos
< 5 min
Setup time
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Whydo 500+ HubSpot teams use CloudFiles?
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Workflows That Work for You
Files land in the right HubSpot record instantly and trigger workflow actions automatically. No chasing, no manual logging.
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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
CloudFiles covers the full document lifecycle, from collecting signed contracts and compliance docs to sharing branded links to tracking every open and download all connected to your HubSpot records.
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.
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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.
Used across industries
Financial Industry
Technology & IT
Manufacturing
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.
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
Stay compliant & secure.
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.
Book a DemoFrequently Asked Questions
What is document sharing in HubSpot?
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.
How do I collect documents from clients inside HubSpot?
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.
Can HubSpot track who opens a shared document?
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.
How do I automatically create HubSpot contacts from document views?
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.
Can I trigger HubSpot workflows based on document engagement?
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.
What cloud storage services does CloudFiles connect to in HubSpot?
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.
Is CloudFiles document sharing secure and compliant?
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.
How quickly can I start sharing documents from HubSpot with CloudFiles?
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.
What analytics does CloudFiles provide for shared documents?
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.
