Yes Sales Documents need to be added to Hubspot Workflows. Here are triggers we need to filter sequences by:
- Sales document sent (yes or no)
- Sales document clicked (yes or no)
- Sales document downloaded (yes or no)
- Sales document viewed (yes or no)
These are simple additions. We can then program pretty much whatever we want as far as automation in workflows. Hubspot needs to step up to the plate. Spending thousands without basic features isn’t going to cut it when my programmers can do this in my WP site within a day or two but it doesn’t make sense to have it outside of Hubspot thus I need Hubspot to do it.