CloudFiles Use-Cases
Salesforce & HubSpot
From processing to automation—manage every document use case in Salesforce & HubSpot with one powerful tool.
Trusted by Leading Teams Worldwide
Why CloudFiles?
Best Document Solution Built for Salesforce & HubSpot
#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Make Your Docs Useful with AI
Reduce manual data entry by 80% & process your docs 4X faster using AI
Generate Docs 50% Faster
Save 50% time on quote and proposal generation with customisable, on-brand templates
4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support, Smooth Onboarding
Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.
Compliance You Can Count On
Our commitment to data privacy and security is embedded in every part of our business & our code.
Any Use-Case, Any CRM, One Solution
Simplify workflows and drive results faster with CloudFiles for Salesforce & HubSpot. Explore our top use-cases
Document Automation for Salesforce
CloudFiles help teams manage, generate, and automate documents effortlessly. From deal-specific folder creation and dynamic document generation to secure file sharing, external storage integration, and AI-powered data extraction
- Generate documents from merge fields
- Auto-create & organize folders for records
- Upload & retrieve files from external storage
- Extract, classify, search, split & more with AI
- Track document engagement & analytics
Document Automation for HubSpot
Sales teams auto-create deal folders, automate proposal sharing, and track contract interactions. Marketing teams manage secure content portals, track engagement, and improve lead nurturing. Support teams automate document intake, compliance checklists, and approval workflows, reducing manual effort while keeping everything organized.
- Auto-create & manage deal and contact folders
- Securely collect & organize compliance documents
- Share gated content & track engagement
- Automate approval workflows & notifications
- Enable seamless external file storage
Loved by Teams. Backed by Results.
Don’t just take our word for it—take theirs...
4.9/5
4.8/5
4.8/5
"CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"
Vishal Talpallikar
Aviva
"CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."
Adam Ady
Anteriad
"CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."
Oscar Chacón
Sagicor Financial Corporation
"CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."
Jeremy Ahoyo
Atlante
"Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"
Mark Salib
BDA Partners
"CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."
Victor Villalobos
The Financial Interior, LLP
"Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"
Ed Pashkin
Rainforest Alliance
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management."
Jeroen Naafs
National Taiwan University
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Always.
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