Build a library of sales content for your team to share, and track which documents close deals.
See when a lead opens or forwards a document
Use tracking to identify the content types that close deals
Keep your team up-to-date with a shared library of documents
Content can be a powerful conversion tool when used right, but you won’t know which content is effective without the right document tracking systems in place.
HubSpot’s document tracking features allow you to build a unified library of trackable sales content. Your sales team can then share those documents with prospects from their Gmail, Google Workspace, Outlook, or Office 365 inbox. Get notified when a prospect opens or shares a doc, so you can send relevant and timely follow-ups.
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+1 857-829-5060Explore different types of document libraries and learn how to create one for your sales team.
See how to use the documents tool to build a library of content for your team to share documents with contacts.
In this lesson, learn how to use Sales Hub’s outreach tools to match your sales process.
Document tracking makes it easy for busy teams to find, access, and edit critical documents. It keeps a running history of any action taken on a document and by whom. In addition, your documents are stored and versioned securely in a library where any users given access can easily find them.
HubSpot’s document tracking systems also include analytics around what happens after a document has been created and sent. For instance, you’ll know if a prospect has accessed the document, what actions they’ve taken on it, and how long it has been since they last looked. Even better: all of this will automatically be updated in the contact record in HubSpot’s Smart CRM.
Popular features of HubSpot document tracking include:
The time it will take to set up document tracking depends on whether you’re already using a document management system and how many documents your sales team already has.
If you’ve never used a document tracking system before, the setup will be quite easy — simply set up your team with accounts, and they’ll be ready to go. If you’ve already used a document tracking system in the past or have a large library of documents to migrate, the process will take slightly longer as you’ll need to move all of that content over before your team can use the tool.
HubSpot’s document tracking is part of Sales Hub, and you can get started with it for free. If you’re looking for more advanced features to help automate and scale your sales operations, HubSpot also offers premium features with Starter, Professional, and Enterprise editions of Sales Hub.
Document tracking software is available in Sales Hub. Explore additional Sales Hub features below.
Share a link with customers that lets them see when you're free and book meetings with you.
Track one-off emails to prospects. Receive real-time notifications when emails are opened or clicked.
Save and reuse your best performing emails, and share them with your team for a faster and more consistent way to communicate with prospects.
Build a library of sales documents that you can easily share with prospects.
Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.
Track prospects’ visits to your site in real time, determine which companies are the most engaged, and set up custom email notifications for your team.
Write one-to-one prospect emails, and schedule them for the right send and receipt time.
Connect HubSpot CRM to your Gmail or Outlook inbox to send email from the CRM, set up a shared team email account, and access dozens of other useful, time-saving tools.
Get powerful context about the people and companies you’re emailing, right inside your Gmail or Outlook inbox.
Create and share professional-looking quotes in just a few clicks.
Achieve total visibility into your sales metrics, with deep insights into your pipeline and a quick way to build more accurate forecasts, right out of the box.
Build a library of sales best practices and resources to share with your team.
Use workflows to automate lead rotation and task creation, and streamline prospect follow-up with sequences.