CloudFiles
All-in-one Document tool for Google Drive, SharePoint & more -…
Erstellt von - CloudFiles
Installationen - 1 Tsd. Installationen
Bewertung - 4,8(32)
Anforderungen
HubSpot-Produktversion Funktioniert mit allen HubSpot-Produktversionen Mehr erfahren HubSpot-Account-Berechtigungen - Erforderliche Account-Berechtigungen anzeigen
CloudFiles-Abonnement - Produktversionen: Doc Management, Doc Sharing oder Doc Generation
Übersicht
1/8 - The All-in-One Document Platform for HubSpot. Manage, share, generate, and automate documents directly inside HubSpot!
CloudFiles is the all-in-one document platform for HubSpot, built to help marketing, sales & service teams easily manage, share, & extract insights from documents without leaving HubSpot. It brings together 4 tools — Document Management, Sharing, AI & Generation — all integrated with HubSpot records, properties, and workflows.
Marketing & CMS Teams - Quick Start 🔗
CloudFiles integrates with many marketing & CMS hub features, providing marketers easy ways to generate & consume file analytics in HubSpot. Here are some top use-cases -
Sharing collateral on web - Various ways of tracking analytics & collecting leads when sharing collateral through website, forms, social media, ads etc...
Sending bulk emails - Personalising file, folder & dataroom sharing link to collect analytics integrated with HubSpot contacts.
Lead segmentation & Custom reporting - Use lists, workflows & properties for segmentation & scoring. Use CloudFiles' File View Custom Object to create custom reports & dashboards
Sales & Service Teams - Quick Start 🔗
CloudFiles provides an intuitive UI inside HubSpot for sales & service to manage, share & collect files from HubSpot records. Here are some top use-cases -
File & Folder Management on Records - Connecting to external storages (Google Drive, SharePoint & more) & performing file & folder operations from HubSpot records. Both manual and automated.
Collecting list of documents - Using HubSpot forms or CloudFiles datarooms with automations to create custom collection processes.
Sharing marketing & non-marketing docs - Basic doc sharing capabilities with analytics and datarooms from records. Security settings for authentication & restricted access of confidential sales & service docs.
New Launch ⭐
Document Generation - Quick Start 🔗
Create templates with HubSpot data and publish them inside HubSpot. From any record, instantly generate ready-to-use proposals, agreements, or contracts in DOCX or PDF.
Coming Soon...
Document AI - Extract key data from any document using advanced OCR and intelligence, summarize contracts and proposals, split multi-page files into auto-named files, and trigger approval workflows — all directly inside HubSpot.
“CloudFiles made file sharing seamless in HubSpot — with automated folders, tracking, and a smooth onboarding experience.”⭐⭐⭐⭐⭐ – Lauren Goldman, Senior Manager, PwC Australia
Discover HubSpot's leading Document Automation platform
Funktionen
Access external files & folders from HubSpot
Access the CloudFiles Connected Folder widget from contact, company, deal, or ticket records. Sync existing Google Drive, OneDrive, SharePoint, Box, or Dropbox libraries. Link documents and folders to any record and take actions like previewing, renaming, downloading, deleting, or opening them in your cloud storage without needing to switch tabs.
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Securely share & collect documents through branded portals
Apply security settings to your documents, such as disabling downloads, setting link expirations, and requiring email authentication. Create secure, branded portals to share multiple files or folders using a single link. Use grouping options to organise content, and add file request blocks to collect documents directly from clients.
Track file analytics and build custom dashboards
See who viewed your documents, when they accessed them, how long they engaged, and how many times they downloaded. Drill down by user, session, and page-level activity to get a complete picture of document interaction. Use this data to create custom dashboards and reports within HubSpot.
Generate personalized documents directly inside HubSpot
Build dynamic templates for any HubSpot object using CRM data. Add fields, conditions, images, and tables to create personalized proposals, invoices, or contracts. Edit and manage templates in Google Docs or MS Word, with complete version history. Generate PDFs, DOCX, PPTX & more directly from HubSpot, or send for eSignatures via DocuSign.
App-Funktionalität
Datenaustausch
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Files View Event |
Rezensionen
4,8
32
4,8
32
- 30. Sep. 2025
Großartiges Tool mit umfangreichen Optionen und solider Sharepoint-Integration, aber begrenzte Anpassungsmöglichkeiten und hohe Kosten für intensive Automatisierungsanwender
Tolles Tool mit vielen Optionen
+ Support + Gute Verbindung mit Sharepoint + Viele Optionen
- Die Kosten richten sich nach der Anzahl der Automatisierungen, die Sie verwenden. Wenn Sie viele Dokumente von einem Kunden benötigen, können die Kosten hoch sein. - Die Anpassungsmöglichkeiten sind begrenzt, und Übersetzungen sind nicht verfügbar (nur Englisch wird unterstützt).
van Scheppingen, A.
- 5. Aug. 2025
Ausgezeichnetes Automatisierungstool mit hervorragendem Kundensupport und blitzschnellem Onboarding
Cloudfiles ist ein großartiges Tool, das Team ist sehr hilfsbereit und immer für einen Anruf verfügbar. Es bietet großartige Funktionen und hat unserem Team geholfen, eine Menge Kundenvorgänge zu automatisieren. Insbesondere Shaunak war sehr hilfreich und hat unser Team in Rekordzeit angeleitet und eingearbeitet.
Bapat, A.
Doc Management
4,17 $
/MonatConnect external files & folders to HubSpot records and reduce turnaround time
Pricing is per CloudFiles License
Connector for Google Drive, SharePoint, AWS S3 & more…
Card & widget on contacts, companies, deals & tickets
Upload files, create folders & more operations
Two-way sync with all external storages
Self-serve, Email & chat support available
Automations available with enterprise licenses
See all pricing options for Enterprise & add-on packs
Doc Management
4,17 $
/MonatConnect external files & folders to HubSpot records and reduce turnaround time
Pricing is per CloudFiles License
Connector for Google Drive, SharePoint, AWS S3 & more…
Card & widget on contacts, companies, deals & tickets
Upload files, create folders & more operations
Two-way sync with all external storages
Self-serve, Email & chat support available
Automations available with enterprise licenses
See all pricing options for Enterprise & add-on packs
* Die hier angegebenen Preise dienen nur zu Illustrationszwecken. Alle Preise enthalten keine Steuern, Sonderangebote, Rabatte oder sonstigen Preisvarianten. Bitte wenden Sie sich direkt an den Partner, um aktuelle und korrekte Preisinformationen zu erhalten. HubSpot übernimmt keine Verantwortung für Preisinformationen, die von unseren Partnern bereitgestellt werden. Letzte Aktualisierung der Preisinformationen: 10.11.2025
Weitere Infos
Erstellt von - CloudFiles
Installationen - 1 Tsd. Installationen
Kategorien Sprachen, in denen diese App verfügbar ist Deutsch ,Englisch ,Französisch undSpanisch
Neuzugänge
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