Use clicks on Sales Documents as trigger (e.g. for workflow)

HubSpot Ideas
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21

Also would love this.

22

This is definitly needed.
We want to see which documents contribute to a sale.

23

Upvoting for a customer as this would be a great feature to have!

24

This really needs to be added. Definitely agree with the comment of amoa as well!

25

+1, this functionality would be very helpful.

26

Can’t believe this hasn’t been added yet. I get email notifications containing this exact information, but can’t start a workflow - crazy!

Please add this as a trigger.

27

My team could really use this feature as well.

28

Urgently needed!

29

New here and was shocked that this wasn’t already an option for triggering. This is a must-have!

30

Need this

31

This seems like such an oversight that is hard to understand how it hasn’t been done.

32

How come it hasn’t been done yet!!! My team needs this so bad :confused:

33

+10

34

Do Hubspot ever implement these suggestions - I’ve never seen one of the various I’ve commented on put into place yet?

35

Given Hubspots focus on an “inbound sales strategy” using content to trigger actions, I’m really surprised to see that this cant feed directly into the pipeline. I’m assuming that we’re expected to rely on the marketing side of HS to allow this functionality. But it hugely devalues sales documents, that have excellent analytics.

36

+3

37

This would be hugely Beneficial.

38

Hi all,

I’m a lead on the on the Workflows team and I wanted to personally reach out and share an update here. We understand that enrolling on sales document activity has been a feature many customers have been eagerly awaiting for quite some time, and I’m happy to say this is something we are actively working on right now and hope to have available in the near future. Specifically, when documents are shared or viewed by contacts.

I want to express our gratitude for your patience and continued support. Know that your feedback and persistence have not gone unnoticed, and we will keep you posted with any further updates!

Best,

Jesse

39

@jbartola Hi! Can you give us an update in regards to this feature? Thanks

40

TOTALLY AGREE​:fire: This needs to be workflow trigger, no question about it!