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Document Tracking

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

  1. Close more deals with trackable 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.

  1. Get notified when prospects open documents.

    Knowing whether prospects are engaging with your sales efforts can be near impossible, especially when they don’t reply to your emails. Document tracking notifies you when contacts open or share your sales documents. Use that insight to send timely and personal follow-ups, prioritize hot leads, and optimize your sales content.
  2. Create a shared library of sales content.

    Make it easy for your team to find and share the most up-to-date content with prospects. With document management, you can build a library of sales content for your whole team. Easily choose documents to include in your emails using a dropdown menu in your Gmail or Outlook inbox.
  3. Identify documents that close deals.

    Get insightful reporting about how sales content is helping prospects move toward conversion. Learn how your team uses different documents and how prospects respond to them. By tracking which content is influencing deals, you can surface the best-performing documents and improve your entire sales process.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

Frequently Asked Questions

  • 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:

    • A library where your team can find all of your existing, up-to-date docs
    • Real-time analytics make it easy to see who’s interacting with your documents and when
    • Performance tracking to understand which of your documents perform best with your prospects
    • Direct integration with major email providers like Gmail, Outlook, and Office 365
    • Built-in personalization functionality
  • 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.