The Ultimate Document Management Tool Built for HubSpot
As the leading file management & sharing platform for HubSpot, we offer an intuitive document management solution that lets you manage, share, and automate your workflows—all within HubSpot. Don’t miss out!
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Features that power your systems...
CloudFiles offers a plethora of document management features ranging from automated folder creation to daily file management
Integrate
Integrate seamlessly with leading platforms like SharePoint, AWS S3, Google Drive, and more to manage external files directly within HubSpot.
- 40% faster document retrieval with real-time syncing.
- 100% compliance through controlled access, permissions, and version tracking
- Boost collaboration by 2x with secure document sharing inside Salesforce
Associate
Access two-way synced cloud drives from any HubSpot records and associate files, folders or datarooms for easy access & management
- 2-way sync with all cloud storages
- Access & manage from any record
- Auto creation & association
- Respect storage permissions by design
Share
Create & configure sharing links for files, folders and datarooms. Use your own custom logo & domain for a wholesome brand experience
- Share files as well as folders
- Datarooms for sharing & receiving multiple files
- Configurable security on sharing links
- Custom branding, domain and chat
Analyze
Collect detailed and drill down analytics that is pushed on and accessible from associated HubSpot records to pre-empt client queries
- Views, downloads, time spent etc...
- Access from record’s timeline
- Integrate with HubSpot tracking code
- Get notifications on file views
Automate
Variety of touchpoints to streamline and customize the app for your business needs without even a single line of code
- Variety of modular workflow actions that work with all storages
- Trigger workflows and filter lists using variety of CloudFiles events.
- Create even more automations using automatically maintained CloudFiles Properties
Getting Started…
Checkout these resources that can help get you started and up to speed with our HubSpot integration…
Installation Guide
2-min guide to setup and get started with the CloudFiles HubSpot integration
Tutorials
Detailed articles on various use-cases that help understand hoe the industry leaders are using CloudFiles
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Stay compliant & secure.
Always.
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
Document management is a game-changer.
But don’t just take it from us.
"CloudFiles was live in our HubSpot workflows instantly. Easy to use, solved all file-sharing issues, and the personalized support made onboarding effortless. Highly recommend!"
Lauren Goldman
Lyka
"Best HubSpot-SharePoint integration! CloudFiles automates file management seamlessly. Super responsive team, fast bug fixes, and smooth workflow automation. Tried others—this is by far the best!"
Ron Rosenwasser
Taxolution Advisory LLC
"CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics."
Carolyn Treviño Jenkins
We Are Here
"CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement."
Ken Underhill
D&S Car Wash Supply
"Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly."
Chris Moore
HubSpot
"CloudFiles is perfect for sales! Finally, a document control tool that works flawlessly in HubSpot. The ability to turn off downloads is a game-changer!"
Trav White
Neighbourhood
"Essential for recruiters! CloudFiles transforms CV sharing in HubSpot with trackable links instead of attachments, making client interactions seamless and efficient. A game-changer for recruitment!"
Stephen Drew
Architecture Social
"CloudFiles makes content gating seamless! Easy-to-use multiple URLs for tracking, deep HubSpot integration, and a super responsive support team make it a must-have tool!"
Frank Bocchino
Trion properties
"CloudFiles is the best document tool for HubSpot! It’s intuitive, provides deep viewing analytics, and outperforms HubSpot's native file tools with precise tracking."
John Wu
Tenet Technologies
Book a demo
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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