CloudFiles.io
Streamline CRM document workflows with AI-powered automation
About CloudFiles.io
CloudFiles.io is an all-in-one document platform for Salesforce and HubSpot that connects external storage, automates workflows, and leverages AI for document processing. It helps teams reduce storage costs, automate document generation, extract data from documents, and maintain compliance across industries.
FAQ
CloudFiles connects external storage systems like SharePoint, Google Drive, and AWS S3 directly to Salesforce and HubSpot records. This allows users to manage, upload, preview, and share files directly from their CRM without storing files in Salesforce storage.
Yes, CloudFiles can reduce Salesforce storage costs by up to 80-90%. It stores files in external systems like SharePoint or Google Drive instead of Salesforce, connecting these platforms directly to Salesforce for seamless access and management.
CloudFiles is suitable for regulated industries like finance, healthcare, and legal. It supports compliance standards such as GDPR, SOC 2, and HIPAA, and is used for managing sensitive documents like KYC forms, medical records, and legal contracts.
CloudFiles Document AI uses AI to extract, validate, and structure data from documents, automatically updating Salesforce or HubSpot records. It supports documents like invoices, contracts, KYC forms, and medical records, reducing manual data entry and improving accuracy.
Yes, CloudFiles is independently audited and certified against leading standards. It supports data residency in the US, EU, UK, and AU, and files remain in your external storage without being copied into CloudFiles or used to train AI models.
CloudFiles allows users to create dynamic documents using Salesforce or HubSpot data and customizable templates. Documents like proposals, contracts, and invoices can be generated directly from the CRM with a single click or automated workflows.
CloudFiles offers 24/7 support, with a focus on instant and calming assistance when needed. The support team is praised for being responsive and helpful, as reflected in customer reviews.
Yes, CloudFiles automates the entire document workflow using Flow actions, APIs, Apex, and no-code automation inside your CRM. This includes tasks like moving files, tagging, sharing, and processing documents automatically.
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