How to Track Documents in HubSpot

Quick summary

This demo shows how to upload, share, and track documents in HubSpot's Documents tool so sales reps can monitor prospect engagement in real time. You can generate a trackable link, send it to recipients, and receive notifications whenever the document is viewed.

Steps

1. Log in to your HubSpot account and navigate to your main dashboard.
2. Click Sales from the left sidebar, then select Documents from the dropdown list.
3. Click Upload document to add new files to your Documents library.
4. Select a file from your local storage (Your computer) and upload it to HubSpot.
5. Filter documents by clicking Owner: Any to find the right file.
6. Choose the uploaded file and click Create link to generate a shareable link.
7. Enter the recipient's email to share the document using the tracking link provided by HubSpot.
8. Hit Create link again to finalize your shareable document link.
9. Click Copy to grab the link and share it wherever you need.
10. Return to the Documents tool and check view activity to monitor engagement.
11. HubSpot will now track when your documents are viewed and notify you of engagement.