CRM

ACarr1
Participant

Tracking File Views

SOLVE

Hi all,

 

My company is looking to for a way to share files with our clients. Ideally, we could do this using HubSpot with a custom URL. One big plus would be to see when a client viewed the file. Is this something that can be done natively or would need to look for a 3rd party solution?

 

Thanks,

Allen

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tracking File Views

SOLVE

Hi @ACarr1,

 

Have you looked into HubSpot documents? HubSpot will ask you who this document is for and create a shareable link: "When you share a document, HubSpot associates the first document open with the email address of that contact. A cookie will be set in the contact's browser and if they view another document shared from your account, they will not have to enter their email address."

 

Other options would be:

DocuSign - Create, send, and track DocuSign agreements directly from HubSpot

PandaDoc | eSignatures & More - Create, track, and eSign sales proposals & contracts inside HubSpot.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tracking File Views

SOLVE

Hi @ACarr1,

 

Have you looked into HubSpot documents? HubSpot will ask you who this document is for and create a shareable link: "When you share a document, HubSpot associates the first document open with the email address of that contact. A cookie will be set in the contact's browser and if they view another document shared from your account, they will not have to enter their email address."

 

Other options would be:

DocuSign - Create, send, and track DocuSign agreements directly from HubSpot

PandaDoc | eSignatures & More - Create, track, and eSign sales proposals & contracts inside HubSpot.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.