CloudFiles for Every Document Use-Case in Salesforce & HubSpot
From sales to service, marketing to compliance—CloudFiles powers every document workflow inside Salesforce & HubSpot. Automate, organize, and track documents effortlessly, eliminating manual work and boosting efficiency. The smartest teams are already streamlining their processes—don’t get left behind.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Why CloudFiles?
Best Document Solution Built for Salesforce & HubSpot
#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Make Your Docs Useful with AI
Reduce manual data entry by 80% & process your docs 4X faster using AI
Generate Docs 50% Faster
Save 50% time on quote and proposal generation with customisable, on-brand templates
4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support, Smooth 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.
Any Use-Case, Any CRM, One Solution
Simplify workflows, enhance collaboration, and drive results faster with CloudFiles for Salesforce & HubSpot. Explore our top use-cases
Automate Documents Across Sales, Service & Experience Cloud
Sales teams automate proposal generation, folder creation, and access control, ensuring all deal-critical files are in one place. Service teams improve case resolution by organizing email attachments, sharing documents securely, and integrating external storage. Experience Cloud users distribute assets, collect files, and track engagement—all while maintaining compliance.
- Generate documents from merge fields
- Auto-create & organize folders for deals & cases
- Seamlessly upload & retrieve files from external storage
- Automate access control & permissions
- Track document engagement & analytics
Automate File Management & Document Sharing
Sales teams auto-create deal folders, automate proposal sharing, and track contract interactions. Marketing teams manage secure content portals, track engagement, and improve lead nurturing. Support teams automate document intake, compliance checklists, and approval workflows, reducing manual effort while keeping everything organized.
- Auto-create & manage deal and contact folders
- Securely collect & organize compliance documents
- Share gated content & track engagement
- Automate approval workflows & notifications
- Enable seamless external file storage
CloudFiles Use-Case are a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.8/5
4.5/5
"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 Talpallikar
Aviva
"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 Ady
Anteriad
"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 Chacón
Sagicor Financial Corporation
"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
"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 Salib
BDA 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 Villalobos
The Financial Interior, LLP
"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 Pashkin
Rainforest Alliance
"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.
"Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management."
Jeroen Naafs
National Taiwan University
Stay compliant & secure.
Always.
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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See how CloudFiles transforms your workflows. Simplify document management, boost productivity, and drive better results with CloudFiles.
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