All-in-One Document Platform
for your CRM
Take Control of Your Documents - Streamline, Automate, and Secure
Workflows in Salesforce & HubSpot with One Platform
.svg)
Trusted by Leading Teams Worldwide
What is CloudFiles?
CloudFiles is an all-in-one document platform for Salesforce and HubSpot that connects external storage, automates document workflows, and uses AI to process documents - all directly inside your CRM. It helps teams:Connect storage like SharePoint, Google Drive, and S3 to CRM records Generate documents such as quotes, contracts, and proposals using live CRM data Extract data from documents and update CRM fields automatically
.svg)
Built for Your CRM
.svg)
SharePoint Integration
Scale faster with CloudFiles.
1,200+
Salesforce Teams Managing millions of documents every day
4.9★
220+ reviews on Salesforce AgentExchange (AppExchange)
4×
Faster Document Processing with AI
75%
Lower Salesforce Storage Costs
Choose Your Power !
Three best-in-class products. One platform. Native for Salesforce and HubSpot.
.svg)
Why CloudFiles?
.svg)
#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% & process your docs 4X faster using AI
.svg)
4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support. Easy Onboarding
Our support is instant when needed & 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 & our code.
Works With the Storage You Already Use
Whichever storage you use, CloudFiles never copies your files into its own servers. Documents remain in your external storage. We simply provides the CRM-native access layer.
Microsoft SharePoint
Google Drive
AWS S3
OneDrive
Azure
Dropbox
Document Automation Across Every Industry
Financial Services
Healthcare & Life Sciences
Technology & IT
Explore What’s Possible with CloudFiles
How our top customers actually use CloudFiles, every day.
Reduce Salesforce Storage Costs with SharePoint
Automatically store Salesforce files in SharePoint and cut storage costs by 75%.
Files Connect vs CloudFiles: What You’re Missing
Still using Files Connect? See what it lacks, and why teams switch.
Share Files Securely with Full Tracking
Send branded links, control access, and track views, downloads, and activity in Salesforce.
Extract Data from Documents into Salesforce
Read PDFs, scans, and images - auto-fill fields and trigger workflows instantly.
Generate Documents from Salesforce Data
Create proposals, invoices etc using templates with dynamic data, on MS Word, store or sign for e-signature
Automate Your Entire Document Workflow (Without Code)
Move, tag, share, and process documents automatically using Salesforce Flow.
.svg)
Security & Compliance, Guaranteed!
.svg)
Frequently Asked Questions
Everything you need to know about CloudFiles, SharePoint integration, Document AI, and document generation for Salesforce and HubSpot.
What is CloudFiles and how does it help with Salesforce SharePoint integration?
CloudFiles is leading document management platform on AppExchange that connects Salesforce with SharePoint, and other storages like Google Drive, AWS S3 etc. It enables Salesforce SharePoint integration by linking CRM records to structured folders in SharePoint, allowing users to upload, manage, preview, and share files directly from Salesforce without storing them in Salesforce storage
How is CloudFiles different from other document management solutions for Salesforce?
CloudFiles is different from other Salesforce document management solutions because it delivers a deeply integrated, automation-first platform that goes beyond basic file storage. It connects Salesforce with SharePoint or Google Drive, supports document management, generation, and AI in one system, and automates workflows like data extraction, document creation, and record updates. With support for multiple document types (contracts, invoices, KYC, medical records) and enterprise-grade compliance, CloudFiles enables scalable, real-world use cases across industries - without relying on Salesforce storage or fragmented tools.
How does CloudFiles enable Document Generation in Salesforce and HubSpot?
CloudFiles enables document generation by allowing users to create dynamic documents using Salesforce or HubSpot data and customisable templates. Users can generate proposals, contracts, invoices, and reports directly from Salesforce or HubSpot with a single click or automated workflows. Generated documents can be stored in SharePoint or Google Drive and other connected storage systems and shared instantly, or be sent for e-signtures.
How does CloudFiles Document AI automate document processing?
CloudFiles Document AI uses AI to extract, validate, and structure data from documents and automatically update Salesforce or HubSpot records. It supports documents like invoices, contracts, KYC forms, pay stubs, and medical records. The AI reduces manual data entry, improves accuracy, and triggers workflows for faster document processing and decision-making.
How does CloudFiles help reduce Salesforce storage costs?
CloudFiles helps reduce Salesforce storage costs by up to 80 - 90% by storing files in external systems like SharePoint or Google Drive instead of Salesforce. It connects these platforms directly to Salesforce, allowing users to manage, access, and share documents without duplicating data - eliminating the need for expensive Salesforce file storage while maintaining full functionality and scalability.
Is CloudFiles suitable for regulated industries like finance, healthcare, and legal?
CloudFiles is well-suited for regulated industries like finance, healthcare, and legal because it uses secure, compliant storage systems like SharePoint and Google Drive instead of storing data in Salesforce. It supports role-based access control, secure file sharing, and aligns with compliance standards such as GDPR, SOC 2, and HIPAA (via storage providers). Combined with auditability, controlled data access, and support for sensitive document types like KYC forms, medical records, and legal contracts, CloudFiles enables secure and compliant document management at scale.
Loved by Teams. Backed by Results.
Real reviews from Salesforce & HubSpot Teams using CloudFiles every day.
4.9/5
4.8/5
4.5/5
CloudFiles has 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
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.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin Mencias
Mālama Solar
Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration.
Alexander Brownbridge
LendInvest
CloudFiles is an excellent tool for centralized document storage. Easy to set up, with responsive support throughout the process. Highly recommended
Debra Mangiafridda
Polymedco Inc.
Great app! Seamless integration with Salesforce and responsive support. CloudFiles has been a game-changer for our document management
Lorie Jone
Fidelis Wealth Advisors
.svg)
Using CloudFiles with Salesforce and SharePoint for a custom solution enabled a perfect transition with assistance on flows, connections, and development of the custom update.
Eric Donie
Kymanox
Using CloudFiles to seamlessly integrate Salesforce and SharePoint enabled secure sharing, scalable folder hierarchy with flows, more file storage space, and incredibly helpful support.
Christina Andrus
Bridgepointe Technologies
Streamlining document movement between Salesforce Core and corresponding folders in SharePoint was straightforward with strong support from the CloudFiles team. Overall, CloudFiles has proven valuable.
Josip Mahovlić
Trawelt
SharePoint + Salesforce | Google Drive + HubSpot | Document AI | Document Generation | Enterprise-grade Compliance
One Click Away from Smarter Documents
Join 2,000+ teams using CloudFiles to manage, share and automate documents.
Free setup support included. 98% go live within their first week.
No credit card required · Free setup support
© 2026 CloudFiles. All Rights Reserved.