CloudFiles

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218 reviews
  • 1 profiles
  • 10 categories
Average star rating
4.5
#1 in 1 categories
Grid® leader
Serving customers since
2021
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CloudFiles Reviews

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Zeeshan S.
ZS
Zeeshan S.
ceoSmall-Business (50 or fewer emp.)
05/13/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Seamless HubSpot Integration with Top-Notch Automation

I like CloudFiles for its automation, which efficiently connects different points like Google Drive to our CRM records. This feature is pretty good, as it helps in extracting document information and updating the CRM fields automatically. I also found the initial setup quite easy, thanks to their support team, who helped us a lot. The demo was very good, and our team was trained in the session, which was solid.
Rimjhim K.
RK
Rimjhim K.
Frontend DeveloperSmall-Business (50 or fewer emp.)
05/05/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Effortless File Management, Needs UI Tweaks

I mainly use CloudFiles to store and share files securely with my team, which helps keep everything organized and makes collaboration smoother. I love how simple and reliable it feels in day-to-day use. Uploading, accessing, and sharing files is quick, and I don’t have to worry about whether everything is up to date or secure. I also appreciate how smoothly it integrates with other tools I use, saving time switching between apps. Its performance is consistent, and it handles large files without slowing things down, which makes a big difference in daily work. The setup was easy and didn’t take much time, with clear steps, allowing us to start uploading and sharing files almost right away. We switched from another tool because it was slower and harder to manage files, whereas CloudFiles felt easier to use, and sharing files with the team became much quicker and smoother.
Dibba Kumar T.
DT
Dibba Kumar T.
Customer Support OfficerMid-Market (51-1000 emp.)
05/03/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Great All-in-One Cloud Storage Integration, but Reliant on Third-Party Services

The best part I like about Cloudfiles is its all-in-one mode for cloud-based storage integration.

About

Contact

Phone:
+1 510-457-0105
HQ Location:
Fremont, US

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CloudFiles — All-in-one document platform for your CRM

CloudFiles is an all-in-one document operations platform built for Salesforce and HubSpot. It helps organizations manage, generate, process, share, and automate documents directly from their CRM — connecting Salesforce and HubSpot to SharePoint, Google Drive, OneDrive, Box, Dropbox, and Amazon S3 while keeping files organized, searchable, and secure without duplicating them in the CRM. AI-powered document processing and generation, secure external sharing, and workflow automation remove manual document work for teams in financial services, healthcare, insurance, legal, real estate, and other document-intensive industries. CloudFiles supports SOC 2, HIPAA, GDPR, and ISO 27001 aligned practices, with data residency across the US, EU, UK, and AU. For more information, visit cloudfiles.io.

Details

Year Founded
2021
Ownership
Venture-backed
Website
cloudfiles.io