# Include sales document views in lead scoring

**URL:** <https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467>\
**Category:** HubSpot Ideas\
**Tags:** sales-documents\
**Created:** [September 27, 2019, 10:51pm UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467 "2019-09-27T22:51:47Z")\
**Posts on this page:** 13\
**Page:** 1

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**Author:** ![ParkerShort](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/parkershort/32/62242_2.png) [@ParkerShort](https://community.hubspot.com/u/ParkerShort)\
**Post date:** [September 27, 2019, 10:51pm UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/1 "2019-09-27T22:51:47Z")

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Hi HubSpotters,

I’d love to be able to set up lead scoring rules for people based upon sales document views. We’re trying to do some more ABM type scoring, and I’d love to be able to segment based upon document views and time spent viewing, much like video views.

We’re trying to do a lot of prospecting, and being able to pull in document views, page views, video views, etc. to see how much content a key contact is viewing would be really beneficial.

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**Author:** ![NathanVeyret](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nathanveyret/32/10146_2.png) [@NathanVeyret](https://community.hubspot.com/u/NathanVeyret)\
**Post date:** [October 17, 2019, 7:52am UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/2 "2019-10-17T07:52:55Z")

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Hi !

Like you, I’d like to add some score properties when a prospect opens a specific document sent through 1-to-1 mail templates. I tried to do it by adding a Page View, but the URL is being regenerated for every mail sent !

Did you find any tips, while waiting for a solution from hubspot ?

Best,

Nathan

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**Author:** ![amoa](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/amoa/32/101739_2.png) [@amoa](https://community.hubspot.com/u/amoa)\
**Post date:** [February 8, 2020, 8:36am UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/3 "2020-02-08T08:36:05Z")

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Hello, I have exactly the same need here. We use Sales Documents extensively throughout the sales funnel (e.g. fact-sheets, case studies, technical specifications) and whether or not leads click on these is a MAJOR identifier of a hot lead. I currently can see who opened a document by navigating to each individual sales document. So Hubspot is tracking views of the documents. It is crazy that this cannot be leveraged to allocate Hubspot Score to the lead as it is such a major indicator of the lead’s level of interest and engagement.

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**Author:** ![PMI-GUY](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/pmi-guy/32/51304_2.png) [@PMI-GUY](https://community.hubspot.com/u/PMI-GUY)\
**Post date:** [March 10, 2021, 7:51pm UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/4 "2021-03-10T19:51:07Z")

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This is a great idea! On the phone with our onboarding specialist now and we are talking about this topic.

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**Author:** ![SiddharthGarg91](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/siddharthgarg91/32/22187_2.png) [@SiddharthGarg91](https://community.hubspot.com/u/SiddharthGarg91)\
**Post date:** [March 23, 2021, 11:32am UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/5 "2021-03-23T11:32:24Z")

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Hi @ParkerShort @PMI-GUY @amoa @NathanVeyret , this can be done through CloudFiles app since the app can post events on file viewed. Based on these events, you can trigger workflows and segment contacts. You can [check the out app from HubSpot marketplace](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/cloudfiles) if you’d like.

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**Author:** ![MicKeller](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mickeller/32/28643_2.png) [@MicKeller](https://community.hubspot.com/u/MicKeller)\
**Post date:** [April 14, 2021, 1:49pm UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/6 "2021-04-14T13:49:40Z")

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+1 from me. We have uploaded some product demo documents on HubSpot and the view time on those would make a great score for prospecting.  
It also shouldn’t be to hard to implement since HubSpot already stores all this information anyway.

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**Author:** ![johninnes](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/johninnes/32/19735_2.png) [@johninnes](https://community.hubspot.com/u/johninnes)\
**Post date:** [July 23, 2021, 9:59am UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/7 "2021-07-23T09:59:01Z")

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Completely agree - Sales Document data should connect to Hubspot Score

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**Author:** ![siddharthtoddle](https://avatars.discourse-cdn.com/v4/letter/s/ecccb3/32.png) [@siddharthtoddle](https://community.hubspot.com/u/siddharthtoddle)\
**Post date:** [November 18, 2022, 5:29am UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/8 "2022-11-18T05:29:04Z")

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Much needed!

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**Author:** ![bradleycarl26](https://avatars.discourse-cdn.com/v4/letter/b/f17d59/32.png) [@bradleycarl26](https://community.hubspot.com/u/bradleycarl26)\
**Post date:** [December 9, 2022, 5:25am UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/9 "2022-12-09T05:25:37Z")

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+1 for this!

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**Author:** ![APrice08](https://avatars.discourse-cdn.com/v4/letter/a/f6c823/32.png) [@APrice08](https://community.hubspot.com/u/APrice08)\
**Post date:** [December 15, 2022, 3:42pm UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/10 "2022-12-15T15:42:15Z")

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I cant believe this isn’t an option. Please add this to the roadmap

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**Author:** ![DCharkashyna](https://avatars.discourse-cdn.com/v4/letter/d/97f17d/32.png) [@DCharkashyna](https://community.hubspot.com/u/DCharkashyna)\
**Post date:** [March 28, 2024, 8:05pm UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/11 "2024-03-28T20:05:35Z")

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Is this a feature yet? We just hosted a webinar and sent the recording to everyone as a follow up (made it a file in Hubspot files), and I would like to add a score for those who viewed it into Hubspot scoring.

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**Author:** ![GPlaced1](https://avatars.discourse-cdn.com/v4/letter/g/85f322/32.png) [@GPlaced1](https://community.hubspot.com/u/GPlaced1)\
**Post date:** [August 31, 2024, 1:49am UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/12 "2024-08-31T01:49:16Z")

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Happy to annouce that it looks like the new lead scoring (in beta now) already have this feature:

 ![GPlaced1_0-1725068748498.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/f/1/f10a380d743277af1331f95105368f24febeabdf.png)

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**Author:** ![rybarrett](https://avatars.discourse-cdn.com/v4/letter/r/f04885/32.png) [@rybarrett](https://community.hubspot.com/u/rybarrett)\
**Post date:** [October 30, 2025, 2:54pm UTC](https://community.hubspot.com/t/include-sales-document-views-in-lead-scoring/16467/13 "2025-10-30T14:54:09Z")

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Hi All,

As @GPlaced1 mentioned, document engagement events can now be used as criteria in lead scores! Additional details here: [https://knowledge.hubspot.com/scoring/build-lead-scores?hubs\_content=knowledge.hubspot.com/scoring/understand-the-lead-scoring-tool&hubs\_content-cta=criteria-you-set-for-event-and-property-rules-in-score-groups#set-up-score-criteria-and-points](https://knowledge.hubspot.com/scoring/build-lead-scores?hubs_content=knowledge.hubspot.com/scoring/understand-the-lead-scoring-tool&hubs_content-cta=criteria-you-set-for-event-and-property-rules-in-score-groups#set-up-score-criteria-and-points)

Thank you for your continued feedback!

Sincerely,

Ryan
