Document Based Workflows

CRM & Sales CRM
1

Hi,

I would like to implement a compnay based workflow based on the number of contacts at that organisation who have downloaded a document - can this be done?

Many thanks,

Hanah

2

Hi @HannahSarsfield,

Are you referring to sales documents? If yes, then this can currently not be done, unfortunately. The approach here would be to work with activity properties and counting up a custom number property in workflows – however, whether a contact has seen or downloaded a document is not stored as an activity and can’t be accessed for lists or workflows.

If you’re referring to files that are hosted using the HubSpot file manager, let me know and I’ll see if I can come up with a solution :slightly_smiling_face:

Best regards!

3

Thanks Karsten - yes I was referring to the sales documents.

Would there be anyway I could send internal emails when 2 or more conatcts at an organisation have downloaded a document?

Best,

Hannah

4

Hi @HannahSarsfield,

I’m not aware of any ways to achieve this. I think that this is currently not possible.

Best regards!

5

Hi Karsten,

Thanks anyway.

Is there a way to create a workflow when a contact has opened a document a specific number of times?

Best,

Hannah

6

Hi @HannahSarsfield,

At the moment there simply isn’t any link between documents and workflows. Nothing. Other users have requested this already in the HubSpot Ideas section of the community. I’d recommend upvoting. Until the product team reviews this, it’s not possible.

Best regards!

7

Ok thanks Karsten!

8

Hi @HannahSarsfield , you can look into CloudFiles. It can connect documents to workflows and trigger them based on number of views / unique views. I believe that would solve your problem.