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!

HubSpot updates
changed to: Being Reviewed
Apr 27, 2020

Hi Community,

 

I've updated this issue to 'Being Reviewed', as we are currently reviewing the technical work required to bring this type of contact segmentation in lists and workflows. I will update here once we have learned more or have plans in place.

 

Best,

Glen

27 Replies
New Contributor

We are looking at the document tool in HubSpot to segment our contacts based on viewing time or even which specific slide they watch. Picture that your contact is watching the pricing slide over and over again. I would love to know that. 

 

In short: I think we should more options in the gathered analytics around the documents we share via HubSpot. 

 

Regards, 

 

Fabrice

New Contributor

I would include enroll in sequence as well, based on a certain document view.

 

Carl

Occasional Contributor

Hello,

 

Once the document is sent, there's no way to create reports, list, or filtering contact using documents activity, therefore drastically reducing the usefulness of the document tool Smiley Sad

It would be great if document activities would be accessible for reporting / list creation, like meeting activities/notes/etc.

Thx

Regular Contributor

Saw that for a moment it was in planning, what happend? It will be quite helpfull since we moved totally to online this times Smiley Sad 

HubSpot Product Team
HubSpot Product Team
updated to: Being Reviewed

Hi Community,

 

I've updated this issue to 'Being Reviewed', as we are currently reviewing the technical work required to bring this type of contact segmentation in lists and workflows. I will update here once we have learned more or have plans in place.

 

Best,

Glen

HubSpot Employee
HubSpot Employee

Upvoting this on behalf of a customer. Would be extremely useful to have!

Top Contributor

+1