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?
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!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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.
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!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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 🙂
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer