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The only Full-Stack Document Tool You’ll Ever Need for HubSpot
Still juggling tools for your documents? CloudFiles is your full-stack solution to generate, manage, share, and process documents with AI. Top teams are levelling up—don’t get left behind!
Trusted by Leading Teams Worldwide
Choose your power.
…from Products that Do Everything With Your Documents in HubSpot
Document Management
Organise and manage files from cloud storage in HubSpot with connected folders, automations, content library, and native integrations.
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Document Sharing
Securely share files & folders with advanced link settings, automate workflows, track engagement, and manage datarooms — all from HubSpot.
Document Generation
Create dynamic HubSpot templates powered by CRM data. Personalise & edit in Google Docs or MS Word. Instantly generate PDFs, DOCX, PPTX, or send for eSign via DocuSign.
Keep Your Documents Right Where Your Team Works
CloudFiles integrates with all major storages like SharePoint, AWS S3, Google Drive, giving your team the flexibility to manage, share, & automate documents directly from HubSpot.
4.8/5
Average rating on HubSpot Marketplace
1,000+
HubSpot teams actively using CloudFiles
80%
Reduction in manual document data entry
24/7
Support available around the clock
Key Features That Power CloudFiles
Your one stop shop for all things documents in HubSpot
All-in-One Document Management
Streamline file handling with powerful storage integrations, automation, and in-record access.
- Associate files & folders directly with HubSpot records for easy context-based access
- Connect storages like SharePoint, Google Drive, and AWS S3 for seamless file management
- Automate document workflows based on lifecycle stages, form submissions, or custom triggers
- Centralize assets in a searchable content library accessible across sales, marketing, and service teams
Secure Document Sharing
Share smarter with advanced controls, automated workflows, and real-time engagement insights — right from HubSpot
- Control access with secure link settings, expiration rules, and permissions
- Automate sharing workflows based on deal stage, form fills, or task completion
- Track engagement with real-time analytics on views, downloads, and interactions
- Set up datarooms to securely collaborate with external stakeholders or clients
Data-Driven Document Generation
Generate on-brand documents instantly from HubSpot CRM records and send for e-signature without any manual efforts.
- Pull in standard and custom fields, related records and lookups in seconds
- Apply runtime variables, conditions, loops and images for full personalization
- Export to PDF or Word and send for eSignature via DocuSign in one click
Document Intelligence with AI
Turn uploaded documents into structured, actionable data — without manual effort.
- Extract key information using AI-powered OCR
- Classify and tag documents automatically based on content
- Verify data instantly before syncing to HubSpot records
- Speed up processing by 4x & reduce manual data entry by up to 80%
- Trigger workflows based on extracted data
Used across industries
Financial Services
Healthcare & Life Sciences
Technology & IT
Stay compliant & secure.
CloudFiles is a game-changer for HubSpot
But don’t just take it from us.
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
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
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 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
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 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 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 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
Book a demo
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
Book a DemoCloudFiles FAQs for HubSpot Teams
Learn how CloudFiles helps teams manage, organize, and access cloud documents directly inside HubSpot.
What is CloudFiles for HubSpot?
CloudFiles for HubSpot is a full-stack document management platform that lets HubSpot users generate, manage, share, sign, and automate documents, all without leaving HubSpot. It integrates with cloud storage services like Google Drive, SharePoint, and AWS S3, and is rated 4.8/5 on the HubSpot Marketplace by 1,000+ teams.
How does CloudFiles integrate with HubSpot?
CloudFiles installs directly from the HubSpot Marketplace as a native integration. Once installed, you can associate documents with HubSpot objects (contacts, deals, companies,etc), trigger document workflows from lifecycle stages or form submissions, share files via secure links, and track engagement, all from within the HubSpot CRM interface.
Can CloudFiles automate document workflows in HubSpot?
Yes. CloudFiles enables workflow automation based on changes in deal stage, form submissions, lifecycle stage transitions, or custom HubSpot triggers. You can automatically generate documents, send files, set up sharing links, and sync extracted data back to HubSpot records thereby reducing manual data entry by up to 80%.
What document formats does CloudFiles support?
CloudFiles supports PDF, DOCX (Microsoft Word), PPTX (PowerPoint), XLSX(Excel) and other common formats. For document generation, create templates in Google Docs or Microsoft Word, then generate polished PDFs or Word files instantly from HubSpot CRM data. It also supports eSignature via DocuSign.
Is CloudFiles HIPAA and GDPR compliant?
Yes. CloudFiles is independently audited and certified against HIPAA, SOC 2, ISO 27001, and GDPR standards.
What cloud storage providers does CloudFiles connect with?
CloudFiles integrates with all major cloud storage providers, including Google Drive, Microsoft SharePoint, OneDrive, Dropbox, Box, and AWS S3. This lets HubSpot teams manage documents from their existing storage without migrating files to a new system.
How does CloudFiles compare to HubSpot's native Files tool?
CloudFiles goes far beyond HubSpot's native file tool. It offers advanced link security (password protection, expiry, download controls), real-time engagement analytics (views, downloads, time-on-page per recipient), dataroom creation, external storage connections, document generation with CRM data, and eSignature.
How much does CloudFiles for HubSpot cost?
CloudFiles offers multiple pricing tiers to fit teams of different sizes and document volumes. You can view up-to-date plans at www.cloudfiles.io/pricing/hubspot/document-management, or book a demo to discuss a tailored plan for your team. A HubSpot Affiliate Partner Program is also available, offering up to 30% recurring commission.
How long does it take to get started with CloudFiles?
Most teams are live the same day. CloudFiles installs from the HubSpot Marketplace in minutes, and our onboarding team provides a personalised walkthrough. Users report that the tool is "live in HubSpot workflows instantly" with "effortless onboarding" and 24/7 support for any questions during setup.
