# Document consolidation & smart sharing for service teams | CloudFiles

> CloudFiles helps service teams consolidate files from every cloud drive into one dataroom, share them as a single portal link, and collect documents from customers — all with full Salesforce, HubSpot & API automation.

## 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.

*An automation-first app*

## 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. [Read technical guides](https://help.cloudfiles.io/)

*Documents*

## 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.

*Consolidated library*

## 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.

*File sharing & collection*

### Portal sharing

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

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

*We're here to help*

## 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. [Book a slot](https://meet.cloudfiles.io/?utm_content=cf-use-cases-service-card)
- **Chat with us** — Have a quick question? Ping us on chat — we're usually active. [Start a chat](/contact-us/)
- **Email us** — Have a bigger query? Send us an email and we'll get back to you. [support@cloudfiles.io](mailto:support@cloudfiles.io?subject=I have a query about CloudFiles)
- **Call us** — Prefer to talk it through? Give our team a call. [+1 510-457-0105](tel:+15104570105)

*Keep exploring*

## 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. [Learn more](/document-generation/)
- **Document management & sharing** — Organize, store & share every file with structured folders and permission controls. [Learn more](/document-management/)
- **Document AI** — Automate data extraction, analysis & processing across every document you handle. [Learn more](/document-ai/)