Selective deal folder sharing in HubSpot
CloudFiles creates deal folders and sub-folders in HubSpot, attaches them to records, and shares only the folders selected, without manual work.
Selective folder sharing, by the numbers
Results reported by teams using CloudFiles to create and share deal folders in HubSpot.
3 steps to selective folder sharing
Steps to set up deal folder automation without technical setup.
Create parent deal folder in your external storage
Set the foundation for the organisation by automatically creating a dedicated folder for each deal directly from HubSpot.
Add sub-folders for shared and internal files
Keep files neatly separated by generating sub-folders within the parent folder for different purposes like shared or internal use.
Share only the folders you choose
Maintain control and security by sharing specific sub-folders through secure links stored in the HubSpot deal record.
Results of selective folder sharing
Results reported by teams using automated deal folder creation and sharing.
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 file organization and collection.
Transfer HubSpot form uploads into organized folders in connected storage.
Request, organize, and store sensitive files in external storage in a compliant way.
Set up a self-updating HubSpot dataroom to collect, share, and organize client documents automatically.
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 selective folder sharing FAQs
Yes. CloudFiles creates a dedicated parent folder for each deal automatically from HubSpot.
Yes. CloudFiles generates sub-folders within the parent folder for different purposes, such as shared or internal use.
Yes. Specific sub-folders can be shared through secure links stored in the HubSpot deal record, while other sub-folders stay unshared.
Secure sharing links are stored directly in the HubSpot deal record.
Self-setup is documented to take about two minutes.
Google Drive, SharePoint, and Dropbox are supported for deal folder automation in HubSpot.
Yes. The automation applies the same folder structure regardless of the number of deal records.
Yes. A related automation transfers HubSpot form uploads into organized folders in connected storage.
Yes. A related setup creates a self-updating HubSpot dataroom to collect, share, and organize client documents automatically.
CloudFiles Makes Deal Folder Sharing 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!
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.
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.
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.
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.
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.