Common Use Cases

introduction cloudfiles helps businesses manage document heavy processes directly inside hubspot by combining document management, secure sharing, document generation, analytics, and workflow automation, cloudfiles can support a wide range of business operations across sales, onboarding, customer success, finance, legal and operations teams this article highlights some of the most common use cases for cloudfiles within hubspot deals & accounts file management sales and operations teams use cloudfiles to organize customer related files directly inside hubspot records using cloudfiles record widgets https //help cloudfiles io/hubspot/record widgets files and folders from external storage platforms can be associated with deals, companies, contacts, tickets and custom objects, allowing teams to manage customer documents without switching systems secure client document sharing businesses use cloudfiles to securely share files and folders with customers, partners and external stakeholders through branded sharing links https //help cloudfiles io/hubspot/file and folder sharing and portals https //help cloudfiles io/hubspot/dataroom management features such as password protection, email verification, expiry rules, and download restrictions help businesses maintain secure external collaboration customer onboarding customer success and onboarding teams use cloudfiles to streamline onboarding workflows using secure document sharing https //help cloudfiles io/hubspot/file and folder sharing , datarooms https //help cloudfiles io/hubspot/dataroom management#what is a dataroom and file collection portals teams can create onboarding portals where customers can access resources, upload required documents, and collaborate securely throughout the onboarding process document collection workflows cloudfiles supports document collection https //help cloudfiles io/hubspot/collecting sensitive documents use cases where businesses need to collect files from customers, vendors, applicants, or external partners using file request blocks https //help cloudfiles io/hubspot/dataroom management#file requests in datarooms and datarooms, businesses can securely collect documents while automatically organizing uploaded files into the correct cloud storage folders proposal & document engagement tracking cloudfiles provides engagement & analytics https //help cloudfiles io/hubspot/engagement and analytics for shared files, folders, and datarooms directly inside hubspot teams can track views, downloads, sessions, and time spent on documents, helping sales and customer facing teams better understand customer engagement and prioritize follow ups contract generation & signing cloudfiles helps businesses generate documents https //help cloudfiles io/hubspot/generating documents like contracts and agreements directly using hubspot records data and send them for signature personalised documents can be generated through workflows or manually from hubspot records, reducing manual work and improving document accuracy workflow based document automation businesses use hubspot workflows together with cloudfiles to automate document related processes such as creating dedicated deal/company/ticket folders https //help cloudfiles io/hubspot/automated folder hierarchies generating documents sharing files to external users updating permissions in cloud storage collecting files and uploading files to cloud storage these automations actions help reduce manual work and improve operational consistency