Automate Deal Folders with Selective Sharing
Automatically create deal folders and sub-folders in HubSpot, attach them to records, and share only the right folders with the right people, keeping your data secure without manual work.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Get Started in 3 Easy Steps
Quick steps to folder automation, no tech skills needed
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.
Save Time, Stay Organized, and Boost Productivity
Say goodbye to manual filing and watch your folders create, structure, and update themselves.
80% Faster Setup
Automatically create parent and sub-folder hierarchies in external storage without manual intervention.
Save 10+ Hours Weekly
Eliminate repetitive folder creation tasks and focus on growing your business.
Complete File Transparency
Access all your files and folders directly from HubSpot records, boosting efficiency.
Reduce Errors by 90%
Automated workflows ensure accurate folder creation and placement every time.
Seamless Integration
Works across major storages like Google Drive, SharePoint, and Dropbox for total flexibility.
Scalable Solution
Manage thousands of records with seamless automation, no matter the size of your organization.
Unlock More Use Cases
From automating folders to organizing and collecting files and folders, discover it all.
Used across industries
Financial services
Technology & IT
Manufacturing
Stay compliant & secure.
CloudFiles Makes Deal Folder Sharing Effortless
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
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.
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