Watch the demo

Watch this short video to see how you can build dynamic lists in HubSpot based on who’s viewed or interacted with your documents - perfect for smarter follow-ups in marketing and admissions.

This update allows you to build lists in HubSpot based on document events - such as when a contact views, clicks, or engages with a sales or marketing document. It gives you a new, behaviour-based way to segment and follow up with leads based on their engagement with shared documents.

Why this matters for education organisations

For Admissions Teams:
Know exactly who has viewed your prospectus, admissions guide, or scholarship info sheet - and when. Create smart follow-ups for families who’ve shown interest but haven’t yet applied.

📣 For Marketing Teams:
Track engagement with your brochures, programme outlines, or event PDFs. Build lists of engaged contacts to trigger nurture workflows, targeted campaigns, or even personal outreach.

This update helps teams prioritise high-intent leads, personalise communication, and create more meaningful journeys based on actual behaviour - not just form fills.