I had a question around HubSpot’s Documents tool and automation possibilities. Is it possible to build workflows or automations based on document engagement, such as:
- A contact viewing a document
- A document being opened multiple times
- Triggering a follow-up task when someone views a specific document
- Sending an automated email after a document is accessed
Basically, I’m wondering if HubSpot Documents can be used as a workflow trigger.
Hey @karstenkoehler ,
Quick question, are these same document event filters (like contact viewed a document, finished viewing, etc.) also available when building dashboards and reports?
Right now I’m only seeing filters like avg page views and total page views, so I’m wondering if the more detailed reporting depends on those filters being supported there.
Thanks in advance!
@Shaunak0110 there isn’t any data source specifically for documents in the custom report builder that I know of, no
@karstenkoehler Thank you so much!
