Why Choose CloudFiles
5 min
introduction cloudfiles is built natively for hubspot and helps businesses manage the complete document lifecycle directly inside the crm instead of relying on multiple disconnected tools for storage, sharing, document generation and e signatures, cloudfiles brings these capabilities together into a single platform deeply integrated with hubspot businesses choose cloudfiles to simplify document heavy workflows, improve collaboration, reduce operational overhead, and keep teams working inside hubspot without switching between systems native hubspot experience cloudfiles works directly inside hubspot using native widgets and workflow actions users can access, manage, share, and generate documents directly from contacts, companies, deals, tickets, and custom objects this allows teams to manage document workflows without leaving hubspot or relying on external applications works with existing storage systems cloudfiles integrates with existing cloud storage platforms such as google drive, sharepoint, onedrive, dropbox, box, and aws s3 files remain stored in the customer’s existing storage environment instead of being duplicated or migrated into a separate system this helps businesses maintain their existing folder structures, permissions, and storage processes complete document lifecycle in one platform cloudfiles combines document management, document sharing, document generation, and e signature workflows into a single platform businesses can manage files and folders share documents securely generate personalized documents collect files from customers track document engagement send documents for signature automate document workflows this reduces the need for multiple disconnected tools and creates a more streamlined experience for both internal teams and customers enterprise security & compliance cloudfiles supports enterprise grade security and compliance requirements including soc 2 type ii hipaa iso 27001 gdpr etc the platform also supports regional data residency requirements and ensures customer data remains secure throughout the workflows to know more about cloudfiles security & compliance, visit cloudfiles trust portal https //trust cloudfiles io/ built for scaling teams cloudfiles is designed for sales, operations, customer success, finance, legal and onboarding teams that manage large volumes of customer documents inside hubspot by centralizing document workflows inside the crm, businesses can improve collaboration, reduce process fragmentation and scale document operations more efficiently
