Ability to create lists and workflows from Document views

kbialy

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
Status updated 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

48 Replies
MDizierChanfr
Member

Hello,

 

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.

Thanks

trevorhatfield
Participant | Gold Partner

This has to be available otherwise the Documents tracking feature is completely useless.

Emerald_Banker
Member

It's q2 2021, Has this been resolved? 

AKhurana
Member

Awaiting a solution as yet

Jolansche
Member
There is a semi-workaround in the HubSpot Marketplace - CloudFiles.

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silvacarl
Member

since we can't trigger a sequence on document views, how do we export documetn view events so we can do it by hand?

Emerald_Banker
Member
I just moved over the whole list by hand, and we will be switching to
docsend for future versions.
-The Emerald Banker
SiddharthGarg91
Member

We recently created an article and an infographic with detailed steps on how to do this using CloudFiles.