Library consolidation & smart sharing for service teams
CloudFiles lets service teams keep every file in one place and share it as a single, secure portal — making servicing a breeze.
Full automation support for all the use-cases
CloudFiles offers a variety of Salesforce, HubSpot & API-based automation components that together power an automated implementation for every use-case above.
HubSpot automations
List filtering, workflow triggers & actions built for HubSpot.
Salesforce automations
Custom objects, flow components & Apex support inside Salesforce.
REST & JavaScript API
Build your own backend automations with our REST & JavaScript API.
Useful for all types of service documents
With a wide range of features, CloudFiles has something for every document in the marketing-sales-service cycle.
Marketing collateral
Access the latest marketing content straight from your content library through one easy interface — connect multiple libraries at once and always download the newest version.
Proposals & quotes
Share proposals as secure, insightful links. Track analytics, get notified on views, and swap content without ever re-sending the file.
Contracts & service docs
Consolidate libraries and give the right people access. Find old documents easily, revoke client access, or notify clients about updates using file portals.
Consolidate files from multiple cloud drives into a single dataroom
The biggest need for any service executive is fast access to the latest content from every team. CloudFiles instantly mirrors your existing content, works with SharePoint, Google Drive, OneDrive, Box, Dropbox, Amazon S3 & more, and lets you preview, download, or create a sharing link for any document.
Consolidating files and sharing as a single portal link
Consolidate all your service documents and organize them into a hierarchy before sharing as a single link — one link keeps the client updated at every step.
- Create a dataroom and add live files & folders from different cloud storages
- Organize with grouping, and add folders for a clearer hierarchy
- Create a sharing link and configure its security settings
- Always keep the client updated with a single link
Receiving files from customers and transferring to cloud storage
File sharing is a two-way street. CloudFiles lets you request files from your customers and transfer every upload straight to any cloud drive.
- Use file request blocks in datarooms to request files from customers
- Set a destination for file request blocks to auto-transfer uploads into any cloud drive
- Create upload-tracking datarooms by combining file requests, file destinations & folder sharing
Need support?
Reach us however works best for you — tell us your use-case up front for a speedier implementation.
Book a demo
Our team can quickly show you around the app.
Chat with us
Have a quick question? Ping us on chat — we're usually active.
Email us
Have a bigger query? Send us an email and we'll get back to you.
Call us
Prefer to talk it through? Give our team a call.
Other CloudFiles use-cases
See what else CloudFiles can automate across your document workflows.
Document generation
Generate personalized proposals, contracts & reports straight from your CRM data.
Document management & sharing
Organize, store & share every file with structured folders and permission controls.
Document AI
Automate data extraction, analysis & processing across every document you handle.