Add Sales Documents to Workflows

[dabroncos]

Sales Documents need to be added to Hubspot Workflows.  Here are triggers we need to filter sequences by:

• Sales document sent (yes or no)
• Sales document clicked (yes or no)
• Sales document downloaded (yes or no)
• Sales document viewed (yes or no)

These are simple additions.  We can then program pretty much whatever we want as far as automation in workflows.  Hubspot needs to step up to the plate.  My programmers can do this in my WP site within a day or two but it doesn't make sense to have it outside of Hubspot thus I need Hubspot to do it soon.

[dabroncos]

Hi @dabroncos -

Thank you for your feedback! I wanted to share that we now have 3 document specific triggers that you can apply to your workflows. I believe the only trigger still missing from your feedback is tracking downloads. I will keep this on our backlog.

Thank you for your feedback!

Sincerely,

Ryan 

[SiddharthGarg91]

Hey @dabroncos , you can try out CloudFiles which is the only app which connects file analytics to workflows. All settings you mentioned are supported.

[rybarrett]

Hi @dabroncos -

Thank you for your feedback! I wanted to share that we now have 3 document specific triggers that you can apply to your workflows. I believe the only trigger still missing from your feedback is tracking downloads. I will keep this on our backlog.

Thank you for your feedback!

Sincerely,

Ryan