CloudFiles
Secure file connector, sharing, tracking & automation for business
建立者 - CloudFiles
安裝次數 - 1k 次安裝
評分 - 4.8(32)
要求
HubSpot 版本 適用於所有 HubSpot 版本 了解詳情 HubSpot 帳戶權限 - 檢視所需的帳戶權限
CloudFiles 訂閱 - Doc Management、Doc Sharing或Doc Generation 版本
總覽
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
功能
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.
應用程式功能
共用資料
File | ||
File View Event | ||
File View Events | ||
Files View Event |
評論
4.8
32
4.8
32
- 2025年9月30日
该工具功能强大，具有丰富的选项和稳固的 Sharepoint 集成，但对于自动化程度较高的用户而言，定制功能有限且成本较高
很棒的工具，有很多选项
+ 支持 + 与 Sharepoint 的良好连接 + 大量选项
- 成本取决于您使用的自动化数量。定制选项有限，且不提供翻译服务（仅支持英语）。
van Scheppingen, A.
- 2025年8月5日
卓越的自动化工具，提供出色的客户支持和闪电般快速的上岗培训
Cloudfiles 是一款出色的工具，其团队非常支持我们的工作，随时可以接听电话。它提供了强大的功能，帮助我们的团队实现了大量客户操作的自动化。特别是 Shaunak，他非常乐于助人，在最短的时间内为我们的团队提供了指导和入职培训。
Bapat, A.
價格
Doc Management
US$4.17
/ 月Connect 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
US$4.17
/ 月Connect 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
* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊，請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間：2025/10/23
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