CloudFiles is the all-in-one document platform for HubSpot, built to help generate docs, manage external storages, share files with clients, & extract data from uploads without leaving HubSpot. It brings together 4 tools, all integrated with HubSpot records & workflows.

Quick Start Links

CloudFiles comes with 14-days free trial. To get started, install it using the 🔗 installation guide, then visit any of these quick starts -

• 🔗 Doc Management Quick Start - Connect external storages to HubSpot records and automate files & folder management

• 🔗 Doc Sharing Quick Start - Share files with clients, collect analytics and create datarooms to collect files

• 🔗 Doc Generation Quick Start - Create on-brand documents using Microsoft / Google based templates

• 🔗 Marketing & CMS Quick Start - Best practices to generate file analytics & consume using HubSpot reports

• 🔗 Sales & Service Quick Start - Best practices to automate external file & folder management in HubSpot

Brief Product Overviews

CloudFiles brings together 4 document tools in HubSpot. Visit the product quick starts above for quick steps on how to see it in action in your own HubSpot instance.

• Document Management - Connect cloud storage (Google Drive, SharePoint & more) and manage files/folders directly from HubSpot. Automate folder creation, organize uploads, and streamline document workflows.

• Document Sharing - Share files and folders from HubSpot using secure, branded, and trackable links. Control access, collect documents, and trigger workflows based on file engagement — all from the record view.

• Document Generation - 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 - Using advanced OCR and document intelligence, you can extract key information from any document, summarize and analyze content, split files, and trigger workflows — all without leaving the HubSpot record.

Built for HubSpot Teams

CloudFiles helps marketing, sales & service teams perform better by making documents more accessible & insightful. Visit the team quick starts above for various strategies used by our top customers.

• Analytics for Marketers - Share collateral on website, social media, ads or send it using bulk / sales emails. Collect emails & analytics in HubSpot, segment & score using automations and create reports & dashboards to generate insights.

• Automation for Sales & Service executives - Generate on-brand docs, manage external storages from HubSpot records, automate folder & file operations and share as well as collect files from your customers.

Here are a few more useful links - **All Quick Starts, Explore Use-Cases, Video Playlist, Book a call with Experts**

“CloudFiles made file sharing seamless in HubSpot — with automated folders, tracking, and a smooth onboarding experience.” ⭐⭐⭐⭐⭐ – Lauren Goldman, Senior Manager, PwC Australia