What is CloudFiles used for?

It manages, generates, shares, and tracks documents inside Salesforce and HubSpot, and extracts document data into CRM fields using AI.

Who should use CloudFiles?

Salesforce and HubSpot teams in sales, operations, and service, especially regulated organizations that keep files in external storage like SharePoint.

Does CloudFiles store files inside Salesforce?

No. CloudFiles keeps files in your own storage, such as SharePoint, Google Drive, Box, or S3, and surfaces them on CRM records.

Does CloudFiles offer AI data extraction?

Yes. CloudFiles Document AI extracts, classifies, and validates data from PDFs, Office files, images, and scans, then maps it to CRM fields.

What are the best alternatives to CloudFiles?

Common alternatives include Conga Composer, S-Docs, PandaDoc, and DocSend, depending on whether you need generation, e-signature, or link analytics.

CloudFiles Reviews, Features & Alternatives

Overview

What is CloudFiles?

CloudFiles is a document management, generation, and AI extraction platform built for Salesforce and HubSpot. It connects external storage such as SharePoint, Google Drive, and Box to CRM records, automates folder creation, generates quotes and contracts from templates, and tracks views on shared links. Its Document AI extracts and validates data from PDFs and scans into CRM fields. Sales, operations, and service teams in regulated industries use CloudFiles to handle files without storing them in the CRM.

Best for

Salesforce AdministratorsHubSpot UsersSales Operations TeamsFinancial Services FirmsCustomer Service Teams

Product snapshot

Category: Data Extraction & Collection
Best for: CRM document workflows
Deployment: Cloud
Free trial: Yes
Integrations: Salesforce, HubSpot, SharePoint, Google Drive
AI features: Yes

Key features

Key features of CloudFiles

Document AI extraction

Extracts, classifies, and validates document data into CRM fields.

External storage sync

Shows files from SharePoint, Drive, Box, and S3 on CRM records.

Document generation

Creates quotes, contracts, and proposals from templates with CRM merge fields.

Trackable sharing links

Records opens, views, and downloads on documents shared with contacts.

Folder automation

Creates folders and attaches files automatically through Salesforce Flows.

Audit trails

Logs document actions and applies granular permissions for governance.

Reviews

CloudFiles reviews

6 reviews

Overall

4.8/5

Ease of use4.7/5
Features4.7/5
Value for money5/5
Customer support4.8/5

What users like

Responsive and helpful support team
Easy to use interface
Useful file open tracking
Automates folders from HubSpot workflows

What users dislike

No bulk document download
Analytics checked link by link
Pricing structure can be confusing
Limited bulk link editing options

Aicha B.

Coordinator

“Liked that CloudFiles actions in HubSpot workflows manage the company's Google Drive folders automatically. Found that multiple documents cannot be downloaded in bulk.”

Matt N.

CEO

“Liked the interface and the sharp, fast, well-compressed PDF rendering, and saw it as the only option meeting their tracked PDF sharing needs. Noted no major drawbacks.”

Priyansh K.

Owner

“Liked the reliable, efficient storage with a user-friendly interface plus encryption and backup. Found the pricing confusing, search weak, and third-party integrations less smooth than hoped.”

Richard N.

President

“Liked how responsive and helpful the vendor was in building a solution for their clients. Found some display issues with a HubSpot website integration, which the vendor helped resolve quickly.”

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Alternatives

Top CloudFiles alternatives

Conga Composer
Best for
Salesforce document generation
Why choose it
Mature template engine for Salesforce documents
S-Docs
Best for
Native Salesforce documents
Why choose it
Fully native document generation and e-signature
PandaDoc
Best for
Proposals and e-signatures
Why choose it
Document builder with CRM integrations and tracking
DocSend
Best for
Secure document sharing
Why choose it
Detailed link analytics for shared documents

Integrations

CloudFiles integrations

CloudFiles is built around CRM integration. It installs as a native app from the Salesforce AppExchange and also supports HubSpot, where its actions can run inside HubSpot workflows. On the storage side, it connects to SharePoint, OneDrive, Google Drive, Dropbox, Box, and AWS S3, showing those files directly on CRM records while the files stay in the customer's own storage. Salesforce teams can automate folder creation, file attachment, and document generation through Salesforce Flow, Apex, and the CloudFiles APIs. The platform supports multiple orgs, regional data residency in the US, EU, UK, and Australia, and e-signature within generated documents.

FAQ

CloudFiles