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
20 Replies
alonymous
New Member

I NEED THIS SO BAD.

 

Should be the most simple thing to allow people to create a list based on who has viewed a document.  Even an export of who has viewed a document that we could re-import would be fine.  Anyone know a workaround?

auto_mate
Regular Contributor

Oh lord this...

It's stopping me letting sales users send docs via email Smiley Sad

 

Hollymma
New Member

My issue is similar in that I asked how I can see the names of the people we sent a specific document. I was directed here to log in the request.

I don't know how we can update the customers when a new document is available if we only see the count of how many times it was sent but can't see who it went to.

jwlevitt
New Member

This would be awesome!

MathieuParkour3
New Contributor

We really need this. Please! 

kyle2
Occasional Contributor

There should be some way to identify the document viewers as an "activity type" or "contact property" when filtering contacts, creating lists, setting up automation, etc.

HubSpot Employee
HubSpot Employee

Would be great if we could set up a trigger / workflow when a specific document is upload to create a task or when a specific document is submitted that it would trigger a movement in the deal pipeline as well. 

 

- Posted on behalf of HubSpot user. 

MartadR
New Contributor

This is very important for us. We need to reassign contacts depending on the engagement perceived from different leads. There is no way to create reports or lists based on document views, important stopper for us!

andinarvaez
New Member

Just had a long conversation with Hubspot support on this. Why is "sales documents" the only sales activity that doesn't:

  • Appear on a contact record's feed (meetings, calls and other sales activities do)
  • Show up as a property in general... so that I can assign points to people who view documents)
  • And it doesn't show up in the list of fields/properties I can use to bulid workflows (maybe I wan to automate something if someone abandons my document after 2 seconds, to reengage)

We were looking into a workaround (grabbing a file's URL to assign points, run workflows, etc. based on the "page view") but file URLs are ALSO not tracked... which probably merits another thread and product feature request. 

StephenFT
Visitor

Please add this feature! Otherwise, what is the incentive for us to store documents on Hubspot?