CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
The complete document platform for Salesforce & HubSpot
Manage every file on the record without using CRM storage. Generate documents from live data, extract data with AI, and automate workflows in Salesforce and HubSpot.
Trusted by leading enterprise teams worldwide
Built natively for Salesforce and HubSpot
Choose between Salesforce & HubSpot
Salesforce
Connect SharePoint, S3, Google Drive etc., and see every file right on the record. Generate documents from live Salesforce data, share trackable links, and extract document data straight into your fields with AI. Automate it all with Flows.
HubSpot
Bring documents into your HubSpot workflows without leaving the deal. Store files in your own cloud, auto-generate proposals and contracts from deal data, and track every open and download right on the record. Built for how your pipeline actually moves.
Three products · one platform
Your complete document stack
Three best-in-class products. One platform. Native for Salesforce and HubSpot.
01 · Management
Document Management
Connect SharePoint, S3, Google Drive to your CRM, surface every file on the record, and share trackable links, without using CRM storage.
02 · AI
Document AI
Extract data from documents with AI, then write it straight into your CRM fields.
03 · Generation
Document Generation
Generate on-brand documents from live CRM data, then send for e-signature.
Proven results
Real impact, by the numbers
1,200+
Salesforce teams managing millions of documents every day
4.9★
220+ reviews on the Salesforce AppExchange
4×
Faster document processing with AI
75%
Lower Salesforce storage costs
The documents problem
Your CRM breaks down at documents.
Six risks every enterprise Salesforce and HubSpot team runs into: cost, sprawl, and lost control.
$5/GB/mo
Salesforce native storage runs about $5/GB per month, 10 to 20 times more than SharePoint or Amazon S3. CloudFiles keeps files external and cuts storage costs by up to 75%.
3–5 tools
Most teams juggle 3 to 5 disconnected tools for storage, generation, and sharing. CloudFiles replaces all of them with one connected platform.
0% visibility
Once a document leaves the CRM, most teams lose sight of it. CloudFiles tracks every open, download, and interaction on the record.
80% wasted time
Teams burn hours copying data from PDFs and invoices into CRM fields by hand. CloudFiles' AI extracts it and updates records automatically.
2 hrs per file
Manual formatting and copy-pasting can turn one document into a two-hour job. CloudFiles generates it instantly from your templates and live data.
0 audit trail
Files stored outside the CRM usually have no audit trail. CloudFiles logs every action and keeps you SOC 2, GDPR, and HIPAA ready.
Why CloudFiles
What makes CloudFiles different
One platform, not five tools
Document Management, AI, and generation in a single governed platform, instead of stitching separate storages and tools.
Your files stay where they belong
CloudFiles works directly with SharePoint, Google Drive, OneDrive, and Amazon S3. Your files are never copied into CloudFiles or used to train AI models.
Build workflows, not workarounds
Use Salesforce Flow, Apex, and APIs to automate document creation, filing, extraction, approvals, and sharing, without adding engineering overhead.
Make every document CRM-ready
Extract, classify, verify, and sync document data directly into Salesforce. Reduce manual data entry by up to 80% and process documents up to 4× faster.
#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents every day. Leading Salesforce-SharePoint integration solution.
Enterprise governance, built in
Protect every document workflow with SOC 2 Type II, HIPAA, ISO 27001, and GDPR compliance, granular permissions, complete audit trails, and customer-controlled storage.
Integrations
Your files never leave your storage
CloudFiles connects your storage (SharePoint, Google Drive, OneDrive, Dropbox, S3) directly to your CRM, without copying files anywhere.
Used across industries
Trusted across regulated industries
CloudFiles streamlines and automates document workflows for regulated industries — inside Salesforce and HubSpot.
Financial Services
Collect, verify, and manage KYC, loan, and client documents directly from Salesforce or HubSpot. Automate document workflows, share files securely, and track client engagement while supporting financial-services compliance.
Healthcare & Life Sciences
Manage patient, claims, clinical, and regulatory documents from your CRM while keeping sensitive files protected. Automate document collection, extraction, sharing, and approvals with enterprise-grade security and HIPAA-ready workflows.
Technology & IT
Manage technical specifications, contracts, proposals, onboarding files, and support documents from one connected CRM experience. Automate document creation, organization, sharing, and tracking to reduce manual work and keep teams aligned.
Explore all industries
Agriculture & MiningAutomotiveCommunicationsConsumer GoodsEducationEnergyReal EstateFinancial ServicesGovernmentHealthcareHigh TechHorizontal ProductManufacturingMediaNonprofitProfessional ServicesPublic SectorRetailTravel & Hospitality
Use cases
Explore what's possible with CloudFiles
How our top customers actually use CloudFiles, every day.
Reduce Salesforce storage costs with SharePoint
Keep files in SharePoint and cut Salesforce storage costs by up to 75%, without moving a single file out of your CRM view.
Overcome Salesforce Files Connect limitations
Go beyond basic external file access with advanced document automation, folder creation, configurable permissions, metadata management, and a more connected Salesforce experience.
Extract document data into Salesforce
Use Document AI to classify documents, extract and validate key information, and create or update Salesforce records automatically.
Generate documents from CRM data
Turn live Salesforce or HubSpot data into branded documents, send for e-signature or store in external storage.
Share documents securely
Create secure, trackable links with granular permissions, expiry controls, and detailed engagement insights for every open, view, and download.
Automate your entire document workflow (without code)
Use Salesforce Flow, APIs, and Apex to create folders, organize files, generate documents, extract data, and trigger actions from CRM updates.
Security & compliance
Enterprise-grade security, guaranteed!
CloudFiles is independently audited and certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Testimonials
Loved by teams. Backed by results.
Real reviews from Salesforce & HubSpot teams using CloudFiles every day.
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal TalpallikarAviva
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 DavuluriW. 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 MenciasMālama Solar
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA Partners
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLP
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriad
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor
Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest Alliance
Frequently asked questions
CloudFiles is a leading enterprise-grade document management, generation, and AI-powered data extraction platform for Salesforce and HubSpot. It connects CRM records with external storage platforms such as SharePoint, OneDrive, Google Drive, Box, Dropbox, and Amazon S3, enabling businesses to access, manage, generate, share, and process documents directly from their CRM while keeping files securely stored in their existing storage.
CloudFiles is a leading Salesforce–SharePoint integration solution on Salesforce AppExchange. It connects SharePoint document libraries directly to Salesforce records, allowing users to access, upload, preview, organize, and share files without leaving Salesforce. Files remain stored in SharePoint, helping reduce Salesforce storage usage while preserving folder structures, permissions, metadata, and governance. Teams can also automate folder creation, file organization, naming, and sharing using Salesforce Flow.
CloudFiles is a focused document platform that combines management, AI, and generation natively in Salesforce and HubSpot. It is the #1-rated document management app on the AppExchange, holds a 4.9-star rating, and is trusted by 1,200+ Salesforce teams.
By keeping files in your own external storage instead of Salesforce, CloudFiles lowers Salesforce file storage costs by up to 75% while still surfacing every file on the record. Salesforce native storage costs about $5/GB per month, well above SharePoint or Amazon S3.
Yes. CloudFiles merges live CRM data into on-brand templates to create quotes, contracts, proposals, and invoices instantly, cutting document creation time by around 50%, with e-signature support.
CloudFiles Document AI is an enterprise-grade intelligent document processing solution for Salesforce. It uses AI and adaptive OCR to read PDFs, Office files, images, scanned documents, and handwritten content, then extracts, validates, and maps the data directly to Salesforce fields, lookups, picklists, and related records. Its no-code Document Mapper can create or update parent and child records, while Flow actions automate document processing, querying, and splitting. Unlike MuleSoft IDP, which primarily returns extracted data as JSON or an Apex class that must then be mapped through Salesforce Flow, CloudFiles can turn documents directly into connected Salesforce records. It also automatically selects the appropriate AI model and processing strategy for each task, without requiring teams to configure and maintain individual models.
Yes. CloudFiles is built for enterprise Salesforce and HubSpot teams, with granular permissions, full audit trails, data-residency options, and deployment across multiple orgs. It is independently certified for SOC 2 Type II and ISO 27001, and GDPR & HIPAA compliant, and is trusted by teams at Commvault, General Mills, PenFed, Aviva and more.
Free trial available · Enterprise-grade support
Put your document workflows on autopilot
Manage, generate, extract, and automate documents without changing where your files are stored. Join 1,200+ teams already using CloudFiles.