Target Customers

Introduction

CloudFiles is ideal for HubSpot teams that manage large volumes of documents and want to streamline document workflows directly inside HubSpot.

It is especially valuable for businesses already using cloud storage platforms such as Google Drive, SharePoint, Microsoft 365, OneDrive, Box, or AWS S3.

Ideal Customer Profile

CloudFiles is typically a strong fit for:

• SMB to mid-market businesses
• Teams using HubSpot as their primary CRM
• Documents stored outside of HubSpot
• Businesses managing customer-facing documents regularly
• Teams looking to automate document workflows

Key Buyer Personas

Sales & RevOps Teams

Need proposal tracking, contract generation, and document engagement visibility. Common Use Cases

• Proposal generation
• Deal datarooms
• Contract workflows
• Proposal tracking

Marketing Teams

Need centralized and trackable content sharing. Common Use Cases

• Marketing asset sharing
• Partner enablement
• Campaign collateral management

HubSpot Admins

Need organized files and workflow automation inside HubSpot. Common Use Cases

• File organization
• Automated workflows
• Record-level file associations

IT & Security Teams

Need secure document management while keeping files in company-owned Cloud storage. Common Use Cases

• SharePoint integrations
• Permission-based access

Operations & Support Teams

Need secure collaboration and automated document workflows. Common Use Cases

• Customer onboarding
• File collection
• Secure document sharing
• Process automation

Pain Signals to Look For

A prospect is usually a strong CloudFiles candidate when they say things like:

• “Our files are scattered across multiple systems.”
• “We don’t know if customers opened our documents.”
• “Our proposal and contract process is manual.”
• “We need secure file sharing from HubSpot.”
• “We manually move files between HubSpot and cloud storage.”

Industries Where CloudFiles Fits Well