# Doc Man - Use Case - Automated Folders > Easily organize external files in HubSpot with automated folder hierarchies that save time, reduce errors, and boost efficiency. ## Automated folder hierarchies in HubSpot CloudFiles creates folder structures in HubSpot that organize files in external storage automatically, without manual setup. [Read Technical Guide](https://help.cloudfiles.io/hubspot/automated-folder-hierarchies-for-managing-external-files-from-hubspot) · [Talk to a Document Expert](https://meet.cloudfiles.io/hubspot?utm_content=hs-smart-file-and-folder-organization-automated-folders-hero) *Loved and trusted* Logos: Architecture Social, D & S Car Wash Supply, Lyka, HubSpot, We Are Here, Tenet Technologies, Taxolution Advisory, Neighbourhood, Trion Properties ## Automated folders, by the numbers Results reported by teams using CloudFiles to automate folder creation in HubSpot. - **80%** — Faster setup with automated parent and sub-folder hierarchies - **10+ hrs** — Saved weekly by removing repetitive folder creation tasks - **90%** — Fewer errors in folder creation and placement ## 3 steps to automated folder organization Steps to set up folder automation without technical setup. - **Create parent folder at your desired location** — Set the foundation for organization by quickly creating a parent folder in your connected external storage directly from HubSpot. - **Create sub-folders within the parent folder** — Add structure to your storage by generating multiple sub-folders inside the parent folder to categorize files by type or purpose. - **Link the folder hierarchy to the HubSpot record** — Link it all together by connecting the top-level folder to the HubSpot record so the complete hierarchy appears instantly in the CloudFiles widget. ## Results of automated folder organization Results reported by teams using automated folder creation. - **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 folders and file collection. ### Automate deal folders with selective sharing Create deal folders and sub-folders in external storage, and share them from HubSpot. [Learn more](/hubspot/use-cases/smart-file-and-folder-organization/selective-folder-sharing) ### Move form files to external storage Transfer HubSpot form uploads into organized folders in connected storage. [Learn more](/hubspot/use-cases/smart-file-and-folder-organization/hubspot-forms-to-storage) ### Collect sensitive documents securely Request, organize, and store sensitive files in external storage in a compliant way. [Learn more](/hubspot/use-cases/centralized-document-collection/collect-sensitive-documents) ## 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. ## HubSpot automated folders FAQs **Q: Can a folder hierarchy be created automatically for a HubSpot record?** Yes. CloudFiles creates a parent folder in connected external storage, generates sub-folders inside it, and links the top-level folder to the HubSpot record, so the hierarchy appears in the CloudFiles widget. **Q: How much faster is automated folder setup compared to manual creation?** CloudFiles reports 80% faster setup for parent and sub-folder hierarchies compared to manual creation. **Q: How much time does automated folder creation save per week?** Teams report saving 10+ hours weekly by removing repetitive folder creation tasks. **Q: Does automated folder creation reduce errors?** Yes. CloudFiles reports 90% fewer errors in folder creation and placement compared to manual setup. **Q: Which storage platforms support automated folder creation in HubSpot?** Google Drive, SharePoint, and Dropbox are supported for automated folder hierarchies in HubSpot. **Q: Can automated folder creation scale to a large number of records?** Yes. The automation applies the same folder structure regardless of the number of records or organization size. **Q: Can folder sharing be automated along with folder creation?** Yes. A related automation creates deal folders and sub-folders, then shares them directly from HubSpot. **Q: Can files from HubSpot forms be organized into the same folder structure?** Yes. A related automation transfers HubSpot form uploads into organized folders in connected storage. **Q: How long does self-setup for automated folders take?** Self-setup is documented to take about two minutes. ## CloudFiles Makes Folder Creation Effortless 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!" — **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. 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. Certifications: SOC 2 Type II, HIPAA, GDPR, ISO 27001 [Security overview](/security) ## 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. [Explore for sales](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start) - **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. [Explore for marketing](https://help.cloudfiles.io/hubspot/cms-and-marketing-users-quick-start) - **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. [Explore for service](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start) ## Meet a Document Expert ! Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week. [Book a demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-automated-folders-footer)