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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
21 Comentarios
fabricemous
Nuevo colaborador

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