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 TalpallikarAviva
Document use cases for Salesforce and HubSpot
From processing to automation, manage every document use case in Salesforce and HubSpot with one powerful tool.
Trusted by leading teams worldwide
Tailored use cases for your CRM
Pick your CRM to see the document workflows built for how your team already works.
Salesforce
Explore powerful use cases for document management, generation, and processing in Salesforce.
HubSpot
Automate file sharing, track engagement, and streamline workflows directly in HubSpot.
Why CloudFiles?
The best document solution built for Salesforce & HubSpot
#1 in document management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Generate docs 50% faster
Save 50% time on quote and proposal generation with customisable, on-brand templates.
Make your docs useful with AI
Reduce manual data entry by 80% and process your docs 4x faster using AI.
4.9 stars on AppExchange
Used by sales, service, and marketing professionals from all over the world. Happy customers, always!
24/7 support. Easy onboarding
Our support is instant when needed and 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 and our code.
Any use case, any CRM, one solution
Simplify workflows and drive results faster with CloudFiles for Salesforce and HubSpot. Explore our top use cases.
Document automation for Salesforce
CloudFiles helps 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 and organize folders for records
- Upload and retrieve files from external storage
- Extract, classify, search, split, and more with AI
- Track document engagement and 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 and manage deal and contact folders
- Securely collect and organize compliance documents
- Share gated content and track engagement
- Automate approval workflows and notifications
- Enable seamless external file storage
Loved by teams. Backed by results.
But don't just take our word for it.
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 AdyAnteriad
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 ChacónSagicor Financial Corporation
CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
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 SalibBDA 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 VillalobosThe 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 PashkinRainforest 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 DavuluriW. 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 NaafsNational Taiwan University
Stay compliant & secure.
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Book your personalized demo
See how CloudFiles transforms your workflows. Simplify document management, boost productivity, and drive better results with CloudFiles.