CloudFiles can be used to automate your processes based on file views, downloads, time spent and more... The CloudFiles' File Viewed event is a powerful construct that lets you supercharge your sales.

Use file viewed event to create automations in HubSpot using CloudFiles

The CloudFiles “File Viewed” event is a powerful construct that can integrate with your HubSpot timeline, workflows and lists to create streamlined processes. You can use this event and trigger workflows based on view count, file name, time spent and more…

CloudFiles allows you to auto-qualify your leads based on file views. You can upload a file, enable soft-gating and share the link in the wild. When your prospects access the file, they will be asked for an email ID. Based on this email, either a new contact will be created or an old contact will be updated. Thus, anytime someone accesses your file, the HubSpot contact list gets automatically updated.

This step-by-step guide explains the process.

When you enable soft / hard-gating on your document (as covered in previous tutorial), an email is required to access the document. Based on this email, CloudFiles either creates a new contact or updates an existing contact. Thus, you can auto-qualify your leads based on file views.

CloudFiles automatically posts on your record’s timeline whenever the file is viewed. You can get details such as total views and time spent on the file right from the timeline. You can also click the “View detailed analytics” button to open full analytics for this file.

You can easily filter your HubSpot Contact lists based on who viewed the file. In order to do this, just upload a file, enable soft-validation and share the link in the wild. When your prospects view the file and enter their email ID, a file viewed event will be fired on that particular contact. You can use this event to dynamically filter your contact lists. 

You can also use the File Viewed event to filter contact lists. The filtering can be configured based on event properties, same as workflows. This can be combined with Active List updation in HubSpot to create a smooth pipeline.

The same File Viewed event as mentioned above can be used to trigger HubSpot workflows. Simply add the trigger as the CloudFiles event. 

You can trigger your workflows in various ways based on properties of the File Viewed event. This may include the name of the file being viewed, the number of views that have happened, the total time that has been spent etc… This has been illustrated in the image below.