CloudFiles is unclaimed —
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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
SharePointGoogle DriveOneDriveAmazon S3DropboxBoxSalesforceHubSpotDocuSign
Complianceself-reported
SOC 2 Type IIISO 27001GDPRHIPAA
Pricing
Pricing is available on request; plans vary by platform (Salesforce vs HubSpot).