WorkflowsSales & OutboundDeck Engagement in HubSpot

How I score contacts by deck engagement with HubSpot and Papermark

Push document view data into HubSpot to score contacts by actual content engagement.

PapermarkPapermark
webhook
hubspotHubSpot
zapierZapier

Your HubSpot contacts have no engagement data from document views. Lead scores are based on email opens only. You're missing the strongest intent signal - whether someone actually read your deck.

With Papermark you can webhooks and view percentage to solve this end-to-end with real-time analytics.

How it works

1Upload your sales decks
2Set up access controls for prospects and buying committee members
3Share a tracked link with your prospect and track engagement
4Create a webhook to connect external tools
5Choose which events trigger your automation
6Update contact engagement score and timeline with document view events
7Connect Papermark webhook to HubSpot workflow trigger

Step by step

1

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.

Upload your sales decks
2

Step 2. Set up access controls for prospects and buying committee members

Configure your security settings. In Papermark link settings, enable View percentage. 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.

Set up access controls for prospects and buying committee members
3

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.

Share a tracked link with your prospect and track engagement
4

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.

Create a webhook to connect external tools
5

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.

Choose which events trigger your automation
6

Step 6. Update contact engagement score and timeline with document view events

Update contact engagement score and timeline with document view events. Connect HubSpot 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 HubSpot automatically.

7

Step 7. Connect Papermark webhook to HubSpot workflow 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 HubSpot workflow 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.

hubspot

HubSpot via webhook

Update contact engagement score and timeline with document view events

Connect through Papermark webhooks via Zapier, Make, or n8n

zapier

Zapier Webhook middleware

Connect Papermark webhook to HubSpot workflow trigger

Related topics

hubspot document trackinghubspot engagement tracking

Related workflows

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