# Marketing collateral tracking & document use cases — CloudFiles

> Track marketing collateral, gate content for lead capture, and see personalized analytics on every asset you share — all inside Salesforce or HubSpot with CloudFiles.

## 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.

[Book a demo](https://meet.cloudfiles.io/?utm_content=cf-use-cases-marketing-hero)

*An automation-first app*

## 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. [Read technical guides](https://support.cloudfiles.io/support/solutions/84000189140)

*Built for every document type*

## 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.

*Lead generation*

## 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.

*Lead qualification*

## 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. [Book a demo](https://meet.cloudfiles.io/?utm_content=cf-use-cases-marketing-card)

*We're here to help*

## 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. [Book a demo](https://meet.cloudfiles.io/?utm_content=cf-use-cases-marketing-card-2)
- **Chat with us** — Start a live chat with our team for quick answers to your questions. [Start a chat](/contact-us/)
- **Email us** — Send us your question and we'll get back to you shortly. [Email support](mailto:support@cloudfiles.io?subject=I have a query about CloudFiles)
- **Call us** — Speak with our team directly for urgent or detailed questions. [Call +1 510-457-0105](tel:+15104570105)

*Explore more*

## 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. [Learn more](/document-generation/)
- **Document management** — Store, share, and automate documents with metadata, folders, and permissions built in. [Learn more](/document-management/)
- **Document AI** — Extract data, verify documents, and trigger workflows automatically with AI. [Learn more](/document-ai/)