CloudFiles
All-in-one Document tool for Google Drive, SharePoint & more -…
สร้างโดย - CloudFiles
ติดตั้ง - 2K การติดตั้ง
คะแนน - 4.8(32)
ข้อกำหนด
แผน HubSpot สิทธิ์บัญชี HubSpot - ดูสิทธิ์บัญชี ที่จำเป็น
การสมัครใช้บริการ CloudFiles - Doc Management, Doc Sharing หรือ Doc Generation แพ็กเกจ
ภาพรวม
1/8 - All-in-One Document Platform for HubSpot. Manage, share, generate, Automate files with Google Drive, SharePoint integration
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
ฟีเจอร์
Access external files & folders from HubSpot
✅ Access the CloudFiles 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 ✅ Preview, rename, download, open files in your cloud & more with no tabs switching.
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Securely share & collect documents through branded portals
✅ Apply advanced security like link expiry, email verification, or disabling downloads to your documents. ✅ Build secure, branded portals to share Google Drive or SharePoint content or folders with one link. ✅ Group content and add file request blocks to collect documents directly from clients.
Track file analytics and build custom dashboards
✅ Track views, access time, and engagement for files from Google Drive or other storages. ✅ Get detailed analytics by user, session, and page-level activity. ✅ Track document performance and engagement with custom dashboards inside HubSpot.
Generate personalized documents directly inside HubSpot
✅ Build dynamic templates for any HubSpot object using CRM data. ✅ Add fields, conditions, images, & 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.
ฟังก์ชันการทำงานแอป
ข้อมูลที่แบ่งปัน
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Files View Event |
รีวิว
4.8
32
4.8
32
- 30 ก.ย. 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.
- 5 ส.ค. 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.
การกำหนดราคา
Doc Management
US$4.17
/เดือนConnect 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
Works with HubSpot Standard and Custom Objects
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
US$4.17
/เดือนConnect 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
Works with HubSpot Standard and Custom Objects
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
* ราคาที่แสดงนี้มีไว้เพื่อแสดงข้อมูลเท่านั้น ราคาทั้งหมดยังไม่รวมภาษี สิทธิพิเศษ ส่วนลด หรือตัวแปรราคาอื่นๆ คุณควรติดต่อพาร์ทเนอร์เพื่อรับข้อมูลราคาล่าสุดและถูกต้องที่สุด HubSpot จะไม่รับผิดชอบใดๆ ต่อข้อมูลราคานี้ซึ่งจัดทำโดยพาร์ทเนอร์ของเรา การกำหนดราคาอัปเดตล่าสุด: 20/05/2024
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สร้างโดย - CloudFiles
ติดตั้ง - 2K การติดตั้ง
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