CloudFiles pricing
Salesforce
Connect your storage, generate documents from CRM data, share with tracking, and extract insights using AI — all natively inside Salesforce. No browser tabs, no workarounds.
HubSpot
Bring your documents into HubSpot workflows. Store files in your own cloud, auto-generate proposals and contracts, and track every open and download from the deal record.
Frequently asked questions
Yes. CloudFiles runs as a native document layer inside Salesforce, so your team manages the full document lifecycle directly from CRM records — no separate app to switch to and no data leaving your org.
CloudFiles connects to SharePoint, Google Drive, OneDrive, Amazon S3, Dropbox, and Box. You can connect multiple providers simultaneously and manage them all from within your CRM — no switching between tools.
No. With CloudFiles' Mirror Drive architecture your files stay in your own connected cloud storage and are surfaced on the record — nothing is copied or re-uploaded, and your existing storage permissions are respected.
Yes. CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR, with a Data Processing Agreement available. Data is encrypted with TLS 1.2+ in transit and AES-256 at rest.
Yes. CloudFiles Document Generation merges HubSpot and Salesforce CRM data into on-brand templates to produce proposals, quotes, and contracts automatically — generated directly from the record.
CloudFiles is available on both the Salesforce AppExchange and the HubSpot Marketplace, where you can install it and try it with your own team. Book a demo and we'll help you get set up with the right plan.