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Ability to create lists and workflows from Document views



Thank you!

HubSpot updates
20 Comentários




HubSpot Produkt-Team
HubSpot Produkt-Team
Status atualizado para: In Planning



Neues Mitglied







Seems the same frustration exists from the other perspective here..


Come on guys - please fix it for us..! Piscadela do Smiley

















Neues Mitglied



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?


Oh lord this...

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


Neues Mitglied

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.

Neues Mitglied

This would be awesome!


We really need this. Please! 


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.


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. 


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!

Neues Mitglied

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. 


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