# Salesforce & HubSpot Document Use Cases > Explore document automation use cases in Salesforce and HubSpot. Process, generate, store, and manage business documents seamlessly with CloudFiles. ## Document use cases for Salesforce and HubSpot From processing to automation, manage every document use case in Salesforce and HubSpot with one powerful tool. [Talk to a document expert](https://meet.cloudfiles.io/?utm_content=cf-use-cases-hero) *Trusted by leading teams worldwide* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight ## 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. [Learn more](/salesforce/use-cases/) - **HubSpot** — Automate file sharing, track engagement, and streamline workflows directly in HubSpot. [Learn more](/hubspot/use-cases/) ## 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. ### Salesforce 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 [Explore Salesforce use cases](/salesforce/use-cases/) ### HubSpot 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 [Explore HubSpot use cases](/hubspot/use-cases/) ## Loved by teams. Backed by results. But don't just take our word for it. > "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 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** ## 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. Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant) [Security overview](/security) ## Book your personalized demo See how CloudFiles transforms your workflows. Simplify document management, boost productivity, and drive better results with CloudFiles. [Book a demo](https://meet.cloudfiles.io/?utm_content=cf-use-cases-footer)