Ability to create lists and workflows from Document views

HubSpot Ideas
90

Hi Everyone.

This can easily be easily solved using CloudFiles’ “file viewed event”, based on time viewed, download status, or the number of views, etc.

The steps are pretty simple, once you have setup the CloudFiles’ HubSpot integration:

  1. Create a new workflow based on your required actions ( update records or any other list action)
  2. Set Triggers based on CloudFiles: File viewed based on parameters such as content coverage, number of views or time spent.

Once your list is created, you can segment your leads based on your own parameters such as people who have viewed 60% of the document or downloaded the file.

This 3 min video will help you understand its utility: https://www.youtube.com/watch?v=0z3Jth1DOlg&ab_channel=CloudFiles