Collateral tracking, reporting & alignment for marketers
CloudFiles gives marketing teams detailed, drill-down analytics on the collateral they share, plus a way to align with sales and report on content performance.
Full automation support for all the use-cases
CloudFiles offers a variety of Salesforce, HubSpot, and API-based automation components that work together to power every use case below.
HubSpot workflows
List filtering, workflow triggers, and workflow actions for every HubSpot list.
Salesforce flows & Apex
Custom objects, Flow components, and Apex support built directly into your Salesforce org.
REST & JavaScript APIs
Backend automation using CloudFiles' REST and JavaScript APIs for custom builds.
Useful for all types of marketing collateral
With CloudFiles' full feature set, there's something for every document across the marketing-to-sales-to-service cycle.
Marketing collateral
Connect to your content library and access the latest marketing collateral from one easy interface, across multiple libraries at once.
Proposals & quotes
Share proposals as secure, insightful links. Track analytics, get notified, and follow up accordingly — swap content without resending the file.
Contracts & service docs
Consolidate libraries so your team can access documents from anywhere. Revoke client access or share updates instantly through file portals.
Gating content to collect emails and other lead info
Gate your PDFs and slide decks, then collect verified leads with CloudFiles lead-generation forms — restrict access and authenticate visitors right on your CloudFiles links.
Upload your content
Upload or sync your collateral into CloudFiles through the content library.
Turn on lead capture
Create sharing links for your content and enable email or form collection on those links.
Set your guardrails
Configure additional security and analytics settings as needed.
Share & track leads
Publish links on your site and other channels, then watch leads and analytics data come in.
Collecting personalized analytics without gating content
Collect personalized analytics on ungated content links with CloudFiles' lead-qualification tools — useful for email, form-based, and customer marketing.
Auto-track email opens
Use email-parameter bypass in the CloudFiles URL to automatically register personalized analytics from email marketing.
Track visitor behavior
Add tracking codes and scripts to your document pages to capture personalized visitor analytics.
Talk to an expert
Tell us about your use case — we'll help you figure out the best way to share your files.
Need support?
Reach out however works best for you — our team responds fast.
Book a demo
See CloudFiles in action and get a plan tailored to your marketing team.
Chat with us
Start a live chat with our team for quick answers to your questions.
Email us
Send us your question and we'll get back to you shortly.
Call us
Speak with our team directly for urgent or detailed questions.
Other CloudFiles use-cases
See how CloudFiles powers document workflows beyond marketing.
Document generation
Generate personalized proposals, contracts, and reports straight from your CRM data.
Document management
Store, share, and automate documents with metadata, folders, and permissions built in.
Document AI
Extract data, verify documents, and trigger workflows automatically with AI.