Grow together with CloudFiles Partner Program
CloudFiles is the document automation platform trusted by 1,200+ Salesforce and HubSpot teams worldwide. Join our partner ecosystem to bring AI-powered document workflows - generation, extraction, storage, and compliance - to your customers' CRM stack.
Choose your platform
Salesforce Partner Program
CloudFiles is Salesforce-native. Help your customers connect SharePoint, Google Drive, or S3 to their Salesforce records — then automate every document workflow from contract generation to AI-powered data extraction, without ever leaving the CRM.
- Auto-generate quotes, contracts & proposals from live Salesforce data
- AI extraction - pull fields from PDFs, invoices & KYC docs into records
- Connect SharePoint, S3, and Google Drive natively to CRM records
- Enterprise compliance - SOC2, GDPR, data residency in US, EU, UK & AU
HubSpot Partner Program
CloudFiles is purpose-built for HubSpot teams. Let your customers share secure, trackable document links, sync files from external storage, and automate CRM updates - all without leaving HubSpot. AI-powered doc generation and extraction coming soon.
- Share trackable file links - see who viewed, downloaded, or forwarded
- Sync external storage (SharePoint, Google Drive) into HubSpot records
- Trigger CRM workflows on document events - views, signatures, uploads
- Engagement analytics - know exactly when buyers interact with your documents
