# Doc Man - Use Case - Selective Folder Sharing

> Create deal folders in HubSpot and share selected sub-folders securely for organised, efficient, and controlled collaboration.

## 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.

[Read Technical Guide](https://help.cloudfiles.io/hubspot/automate-deal-folder-and-subfolder-creation-with-selective-folder-sharing-in-hubspot) · [Talk to a Document Expert](https://meet.cloudfiles.io/hubspot?utm_content=hs-selective-folder-sharing-hero)

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## Selective folder sharing, by the numbers

Results reported by teams using CloudFiles to create and share deal folders 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 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.

### 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)

### Create a client document portal in HubSpot

Set up a self-updating HubSpot dataroom to collect, share, and organize client documents automatically.

[Learn more](/hubspot/use-cases/centralized-document-collection/client-document-portal)

## 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

**Q: Can I create a deal folder automatically in HubSpot?**
Yes. CloudFiles creates a dedicated parent folder for each deal automatically from HubSpot.

**Q: Can I separate shared and internal files within the same deal folder?**
Yes. CloudFiles generates sub-folders within the parent folder for different purposes, such as shared or internal use.

**Q: Can I share only some sub-folders and keep others private?**
Yes. Specific sub-folders can be shared through secure links stored in the HubSpot deal record, while other sub-folders stay unshared.

**Q: Where are shared folder links stored?**
Secure sharing links are stored directly in the HubSpot deal record.

**Q: How long does self-setup for selective folder sharing take?**
Self-setup is documented to take about two minutes.

**Q: Which storage platforms support deal folder creation in HubSpot?**
Google Drive, SharePoint, and Dropbox are supported for deal folder automation in HubSpot.

**Q: Can this automation scale across a large number of deals?**
Yes. The automation applies the same folder structure regardless of the number of deal records.

**Q: Can form uploads be routed into the same folder structure as deal folders?**
Yes. A related automation transfers HubSpot form uploads into organized folders in connected storage.

**Q: Is there a way to set up a self-updating client document portal instead of individual shared folders?**
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!" — **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-selective-folder-sharing-footer)