You use Close CRM for outbound sales but follow-up timing is guesswork. You don't know when a prospect actually reads your deck, so follow-ups happen on arbitrary schedules instead of moments of peak interest.
With Papermark you can webhooks and view percentage to solve this end-to-end with real-time analytics.
How it works
Step by step
Step 1. Upload your sales decks
Open Papermark and create a new data room. Upload your sales deck or proposal. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.
Step 2. Set up access controls for prospects and buying committee members
Configure your security settings. In Papermark link settings, enable View percentage, Visitor identification. Every viewer is verified before they can access a single page. You control exactly who among your prospects and buying committee members sees which documents.
Step 3. Share a tracked link with your prospect and track engagement
Generate a secure link and share a tracked link with your prospect. Papermark tracks every interaction in real-time. See which slides the prospect viewed, time spent, and completion rate. Open the analytics dashboard to see all engagement data as it happens.
Step 4. Create a webhook to connect external tools
Go to Settings > Webhooks in Papermark. Create a new webhook endpoint pointing to your automation tool (Zapier, Make, or n8n). Select which events should trigger: "Link Viewed" fires when prospects and buying committee members open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.
Step 5. Choose which events trigger your automation
Pick the events relevant to your workflow. For tracking prospects and buying committee members engagement, select "Link Viewed". For monitoring downloads of sensitive sales decks, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.
Step 6. Trigger follow-up sequences and update lead status based on document engagement via Zapier
Trigger follow-up sequences and update lead status based on document engagement via Zapier. Connect Close CRM through Zapier, Make, or n8n as middleware. When prospects and buying committee members view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Close CRM automatically.
Step 7. Connect Papermark webhook to Close CRM sequence trigger
In Zapier, create a new Zap with "Webhooks by Zapier" as the trigger (Catch Hook). Copy the webhook URL and paste it in Papermark's webhook settings. Add your action: Connect Papermark webhook to Close CRM sequence trigger. Now every time prospects and buying committee members view your sales decks, Zapier runs your automation.
Tools and integrations
Papermark connects to external tools via outgoing webhooks (HMAC-SHA256 signed). Slack has a native integration with OAuth. For all other tools, connect Papermark webhooks through Zapier, Make, or n8n.
Close CRM via webhook
Trigger follow-up sequences and update lead status based on document engagement via Zapier
Connect through Papermark webhooks via Zapier, Make, or n8n
Zapier Webhook middleware
Connect Papermark webhook to Close CRM sequence trigger
