Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list and workflow of those who have viewed your documents. This prevents us from adding contacts to lists, campaigns and the ability to communicate with these clients based on their specific interactions.
Thank you!
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THis would be useful. As would the ability to use any downloads from content on teh website as a trigger in workflow so we can either be prompted to follow-up via a task or an automatic email goes out, say, 5 days after some content has been downlaoded on website (similar to what has been proposed here for Sales Docs, but on website instead) .
@OCogan I have a configuration for capturing/triggering based on content being downloaded on the website.
Form to capture information - takes to Thank You page.
On the Thank You page, have a CTA button that takes the visitor to the download (which would be hosted in the Marketing > Files). You can then use the CTA click as a trigger, to create lists, etc.
If you have access to it, the Behaviour Events offer a bit more freedom but require a bit more technical knowledge to implement.
We are developing CloudFiles which we plan to launch in a few weeks. It is an enhancement over Documents and provides workflow integration, detailed analytics, multiple security settings etc... It has a File Viewed event which you can configure based on file name, time spent, view count etc... and trigger workflows, filter lists etc... You can try out CloudFIles on HubSpot Marketplace.
Once the document is sent, there's no way to create list, or filtering contact using documents activity, therefore drastically reducing the usefulness of the document tool😳
It would be very great if document activities would be accessible for reporting / list creation, like meeting activities/notes/etc.
This can be done through CloudFiles app. You can upload a file, put soft-gating on it (collect emails) & share the link in the wild. Based on the email address entered at the time of access, the CloudFiles: File Viewed event is posted on the contact which can be used to trigger workflows, filter lists etc...
There is a semi-workaround in the HubSpot Marketplace - CloudFiles.
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Throw us into the "want" pile. Totally crazy this feature doesn't exist in Hubspot. This should of been baked in since the start of documents. Please fix this!
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