CloudFiles - Document Management, Sharing & Generation
CloudFiles is the all-in-one document platform for HubSpot, built to help generate docs, manage external storages, share files with clients, & extract data from uploads without leaving HubSpot. It brings together 4 tools, all integrated with HubSpot records & workflows.Quick Start LinksCloudFiles comes with 14-days free trial. To get started, install it using the 🔗 installation guide, then visit any of these quick starts -🔗 Doc Management Quick Start - Connect external storages to HubSpot records and automate files & folder management🔗 Doc Sharing Quick Start - Share files with clients, collect analytics and create datarooms to collect files🔗 Doc Generation Quick Start - Create on-brand documents using Microsoft / Google based templates🔗 Marketing & CMS Quick Start - Best practices to generate file analytics & consume using HubSpot reports🔗 Sales & Service Quick Start - Best practices to automate external file & folder management in HubSpotBrief Product OverviewsCloudFiles brings together 4 document tools in HubSpot. Visit the product quick starts above for quick steps on how to see it in action in your own HubSpot instance.Document Management - Connect cloud storage (Google Drive, SharePoint & more) and manage files/folders directly from HubSpot. Automate folder creation, organize uploads, and streamline document workflows.Document Sharing - Share files and folders from HubSpot using secure, branded, and trackable links. Control access, collect documents, and trigger workflows based on file engagement — all from the record view.Document Generation - 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 - Using advanced OCR and document intelligence, you can extract key information from any document, summarize and analyze content, split files, and trigger workflows — all without leaving the HubSpot record.Built for HubSpot TeamsCloudFiles helps marketing, sales & service teams perform better by making documents more accessible & insightful. Visit the team quick starts above for various strategies used by our top customers.Analytics for Marketers - Share collateral on website, social media, ads or send it using bulk / sales emails. Collect emails & analytics in HubSpot, segment & score using automations and create reports & dashboards to generate insights.Automation for Sales & Service executives - Generate on-brand docs, manage external storages from HubSpot records, automate folder & file operations and share as well as collect files from your customers.Here are a few more useful links - **All Quick Starts, Explore Use-Cases, Video Playlist, Book a call with Experts**“CloudFiles made file sharing seamless in HubSpot — with automated folders, tracking, and a smooth onboarding experience.” ⭐⭐⭐⭐⭐ – Lauren Goldman, Senior Manager, PwC Australia
Top keywords
- hubspot16×3.78%
- quick11×2.60%
- document9×2.13%
- files8×1.89%
- quick start6×1.42%
- start6×1.42%
- collect5×1.18%
- file5×1.18%
- generate5×1.18%
- share5×1.18%
- analytics4×0.95%
- automate4×0.95%
SalesReach
The brands that are winning today are focusing on RevOps and winning on experience. What experience do you want to create for your buyers?SalesReach helps align all customer facing teams via a central asset management system and intuitive page builder to create hyper personalized digital interactions for your prospects and customers throughout the sales cycle and into customer success, onboarding and renewals. SalesReach was built to support your customers through their entire customer lifecycle.Help provide your prospects confidence in their decisions by better organizing all information in your digital sales room and help declutter their inbox by keeping all relevant information contained to a central customer portal which can be easily shared with the entire review committee.Better organization, process and personalization will increase the likelihood of closing high-value low-regret deals, and better equip your customer in all post-sale communications.Our platform includes:Asset ManagmentAsset DistributionNo Code page buildingHosted video storage and recording via BuyerVideoAnalytics SecurityGDPR CompliantTeams that leverage SalesReach Include:Business Development (BDR,SDR,AE's)Customer SuccessProject ManagementOnboarding & Training RenewalsHR (Great platform for internal communications and recruiting!)
Top keywords
- customer6×3.30%
- better3×1.65%
- salesreach3×1.65%
- asset2×1.10%
- central2×1.10%
- communications2×1.10%
- customers2×1.10%
- digital
