How I track investor engagement with Papermark and HubSpot

Open Papermark and create a new data room. Upload your fund documents including the PPM, subscription docs, and track record. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.

Configure your security settings. In Papermark link settings, enable . Every viewer is verified before they can access a single page. You control exactly who among your LPs and prospective investors sees which documents.

Generate a secure link and share the portal link with your lps. Papermark tracks every interaction in real-time. See which LPs opened your fund documents, how long they spent on each page, and which sections they revisited. Open the analytics dashboard to see all engagement data as it happens.

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 LPs and prospective investors open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.

Pick the events relevant to your workflow. For tracking LPs and prospective investors engagement, select "Link Viewed". For monitoring downloads of sensitive ppm, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.

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 view events to 5000+ apps. Now every time LPs and prospective investors view your ppm, Zapier runs your automation.

Update contact records with engagement data. Connect HubSpot through Zapier, Make, or n8n as middleware. When LPs and prospective investors view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to HubSpot automatically.

Sync views to deal/contact records. Connect Attio through Zapier, Make, or n8n as middleware. When LPs and prospective investors view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Attio automatically.

Push to opportunity or contact timeline. Connect Salesforce through Zapier, Make, or n8n as middleware. When LPs and prospective investors view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Salesforce automatically.

In Make, create a new scenario with "Custom Webhook" as the trigger. Copy the URL and add it in Papermark. Build your automation: Complex multi-step automations. Make is best when you need conditional logic, like different actions based on how much of your ppm was viewed.