CloudFiles Use-Cases
Salesforce & HubSpot

From processing to automation—manage every document use case in Salesforce & HubSpot with one powerful tool.

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Trusted by Leading Teams Worldwide

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Why CloudFiles?

Best Document Solution Built for Salesforce & HubSpot
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#1 in Document Management

Trusted by 1,200+ Salesforce teams managing millions of documents everyday.

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Make Your Docs Useful with AI

Reduce manual data entry by 80% & process your docs 4X faster using AI

generate docs faster

Generate Docs 50% Faster

Save 50% time on quote and proposal generation with customisable, on-brand templates

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4.9 Stars on AppExchange

Used by sales, service & marketing professionals from all over the world. Happy customers, always!

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24/7 Support. Easy Onboarding

Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.

compliance

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
Explore Salesforce Use-Cases
Cloudfiles - Salesforce storage integrations

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
Explore HubSpot Use-Cases
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Loved by Teams. Backed by Results.

Don’t just take our word for it—take theirs...

Salesforce appexchange ratings

4.9/5

Hubspot app marketplace

4.8/5

Capterra

4.8/5

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    "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!"

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    Vishal Talpallikar

    Aviva

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    "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."

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    Adam Ady

    Anteriad

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "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."

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    Jeremy Ahoyo

    Atlante

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    "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"

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    Mark Salib

    BDA Partners

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    "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."

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    Victor Villalobos

    The Financial Interior, LLP

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    "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!"

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    Ed Pashkin

    Rainforest Alliance

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

  • National Taiwan University

    "Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management."

    Jeoen Naafs

    Jeroen Naafs

    National Taiwan University

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    Stay compliant & secure.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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    Book Your Personalized Demo

    See how CloudFiles transforms your workflows. Simplify document management, boost productivity, and drive better results with CloudFiles.

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