Ability to create lists and workflows from Document views

auto_mate March 4, 2019, 2:42pm 13

Oh lord this…

It’s stopping me letting sales users send docs via email

Topic		Replies	Views
Easily follow up with the contacts reading your documents HubSpot Ideas sales-email , workflows , reports , marketing-email , sales-documents , object , campaigns-calendar , sales-activity-feed , sequences , analytics-tools , file-manager , tasks , calling , segments	2	1004	October 30, 2025
List of contacts that downloaded a document Lists, Lead Scoring & Workflows	3	1582	August 23, 2022
Extract Emails in Sales Documents Sales Hub Tools starter	3	1360	May 7, 2025
Use clicks on Sales Documents as trigger (e.g. for workflow) HubSpot Ideas workflows , reports , sales-documents , segments	43	17392	December 16, 2024
Sales Documents in the app HubSpot Ideas sales-documents	1	364	June 8, 2024