Trusted by Leading Teams Worldwide
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Why 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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Folders That Auto-Organize
Every deal, contact, or company gets its own ready-made folder structure—no manual setup needed.
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
Put File Management on Autopilot in HubSpot
From form uploads to deal folders, CloudFiles keeps every document organised, and accessible without the manual work.
Auto Folder Creation
Auto-generate structured folders in your cloud storage for each HubSpot record, accessible directly inside the record.
- Automatically generate a parent folder (e.g. by company name) with nested subfolders
- Attach the folder hierarchy to the HubSpot record for seamless access
- Keep files consistently organized across teams with a standardized folder structure.
Selective Folder Sharing
Auto-generate structured folders for new HubSpot deals with shareable subfolder links attached to each record.
- Instantly create a parent folder plus nested subfolders.
- Auto-attach these folders and subfolders to the deal record for direct access in HubSpot.
- Generate a shareable subfolder link and store it in the deal property for sharing.
Form-to-Cloud
Seamlessly organise HubSpot form uploads into your cloud storage with automatic structure and record linking.
- Auto-create parent and subfolders for each contact
- Attach the generated folder to the corresponding HubSpot record for instant access.
- Move and rename uploaded files into correct subfolders in your storage platform.
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Used across industries
Financial services
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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You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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