Add confirmation branch for EU lists — noted in doc step 4.

Does it deliver the asset automatically?

Yes — email with PDF link on form submit, then nurture enrollment.

Which nurture sequence?

Cross-links to our 5-email content download nurture template pack.

UTM tracking on download?

Copies UTM fields to contact properties for attribution reporting.

Add confirmation branch — documented in clone guide step 4.

Content Download Gate HubSpot Workflow

Need this workflow live in your stack?

Templates are starting points. One senior operator imports, connects CRM, and maintains — flat fee, no black box.

Book Free Growth Audit

What does this HubSpot template do?

Workflow triggered on specific form ID: send email with PDF link, set `content_download` property, copy UTM to contact, enroll in 5-email nurture (cross-link to our email template pack).

What's included

Workflow clone doc
Form field map
Nurture enrollment steps

Common use cases

Whitepaper campaigns — Standard gate + nurture for every asset launch.
SEO lead magnets — Track which blog posts drive pipeline.

How to import into HubSpot

1
Download the template pack
You'll receive HTML, CSV, or step-by-step workflow documentation by email.
2
Open the right HubSpot tool
Marketing Email, Workflows, or Lists — depending on the template type.
3
Import or clone steps
Paste HTML into a drag-and-drop email, upload CSV lists, or recreate workflow actions from the doc.
4
Map contact properties
Align custom properties with the included field map so enrollment triggers fire correctly.
5
Send internal test
Enroll yourself or a test list before going live to production segments.