CloudFiles is unclaimed —

CloudFiles

All-in-one document platform for your CRM·cloudfiles.io

CloudFiles is an all-in-one document platform for Salesforce and HubSpot that connects CRM records to external storage (SharePoint, Google Drive, OneDrive, Amazon S3, Dropbox, Box), automates document workflows, and runs AI over documents — all directly inside the CRM. It offers three connected products: Document Management, Document AI, and Document Generation, letting teams surface, generate, extract, and share files without copying them out of their existing storage.

What it's for

Reduce Salesforce storage costs by keeping files in SharePoint or S3Overcome Salesforce Files Connect limitations with advanced automationExtract document data into Salesforce using Document AIGenerate documents (quotes, contracts, proposals, invoices) from CRM dataShare documents securely with trackable, expiring linksAutomate document workflows with Salesforce Flow, Apex, and APIsManage KYC, loan, and client documents for financial services complianceManage HIPAA-ready patient, claims, and clinical documentsAutomate specs, NDAs, and support docs for technology/IT teams

Features 15

AI playground for testing document extraction instantly
Automated folder creation and file organization via Salesforce Flow
Automation via Salesforce Flow, Apex, and APIs
Connects Salesforce/HubSpot records to external storage (SharePoint, Google Drive, OneDrive, AWS S3, Dropbox, Box)
Data residency options (US, EU, UK, AU)
Document AI extraction, classification, summarization, and Q&A over documents
Document Generation merging live CRM data into on-brand templates (DOCX/XLSX/PPTX/PDF)
E-signature support, including batch signing into a single DocuSign envelope
Granular permissions and audit trails
Mirror Drive architecture — surfaces files on CRM record without copying them
Multi-agent AI with configurable, function-specific agents
No-code Document Mapper for mapping extracted data to Salesforce fields, lookups, and picklists
Prompt Builder for custom AI queries across documents
Template builder with live CRM merge fields
Trackable, expiring document sharing links with engagement analytics

At a glance

API

TypeWeb app

DeploymentCloud

PlatformsWeb

ForSalesforce teams, HubSpot teams, enterprise teams, regulated industries

CompanyCloudFiles Technologies Inc.

Integrations

SharePointAmazon S3DropboxBoxSalesforceDocuSignOneDriveGoogle DriveHubSpot

Complianceself-reported

HIPAAISO 27001GDPRSOC 2 Type II

Resources

Pricing

Pricing is available on request; plans vary by platform (Salesforce vs HubSpot).