CloudFiles
Secure file connector, sharing, tracking & automation for business
Built by - CloudFiles
Installs - 1K installs
Rating - 4.8(32)
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
CloudFiles Subscription - Doc Management, Doc Sharing, or Doc Generation plans
Overview
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
Features
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.
-1.png)
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 Functionality
Shared Data
File | ||
File View Event | ||
File View Events | ||
Files View Event |
Reviews
4.8
32
4.8
32
- Sep 30, 2025
Great tool with extensive options and solid Sharepoint integration, but limited customization and high costs for heavy automation users
Great tool, with a lot of options
+ Support + Good connection with Sharepoint + A lot of options
- Costs are based on the number of automations you use. If you need many documents from a client, the costs can be high. - The customization options are limited, and translation isn’t available (only English is supported)
van Scheppingen, A.
- Aug 5, 2025
Excellent automation tool with outstanding customer support and lightning-fast onboarding
Cloudfiles is a great tool, the team is very supportive and always available to jump on a call. Offers great features and helped our team automate a lot of Customer Operations. Shaunak in particular was really helpful, helped guide and onboard our team in record time.
Bapat, A.
Pricing
Doc Management
$4.17
/monthConnect 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
/monthConnect 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
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/23/2025
More info
Built by - CloudFiles
Installs - 1K installs
Categories Languages this app is available in English ,French ,German , andSpanish
New arrivals
