topic Re: Adding Notes via Workflows in Lists, Lead Scoring & Workflows

Workflow - Ability to Create Notes

nathanparis — Fri, 17 Jul 2020 15:40:27 GMT

Right now you only have the abilty to create tasks in workflows.

Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity.

For example someone fills out a form...you want all of that data in a single note so dont have to go look at each field...

Workflow action to add message or note to contact timeline

ronkinkade — Wed, 28 Jun 2017 14:48:06 GMT

We use Intercom for in-app messaging and chat since Hubspot doesn't offer this (yet)... We also have our own internal system for managing customers. When we email customers via Hubspot, I use a workflow with a webhook to log a record in our system. This way, our system sees all Hubspot messages.

What I want to have is a way to do the same thing but add Intercom Messages to the contact timeline in Hubspot. The closest thing I can do today is to create a "completed task", but this really isn't the best way to do it. A simple workflow option for "message" or "note" that gets added to timeline would be ideal.

This could also be used to log customer chats and other messages from all sorts of 3rd party tools.

Re: Workflow action to add message or note to contact timeline

Nickolas_Bayt — Fri, 23 Mar 2018 22:37:12 GMT

Heavy necro incoming.

This feature would be amazing to have, I need to log data sent via enternal sources and I rather create a note on the timeline rather than a task assigned to no one.

Thanks,

~Nickolas

Re: Workflow action to add message or note to contact timeline

stan255 — Mon, 26 Mar 2018 22:04:47 GMT

Upvoted.

Sometimes a task might not be the best way to remind a colleague of something. A note might be the best solution here.

For example, if a client hasn't spent in 6 months, add a note to the client's timeline.

Re: Workflow - Ability to Create Notes

hannah-keydata — Thu, 20 Jun 2019 19:21:06 GMT

I would really love to create notes through a workflow. The main reason I need this is when we enroll a contact in a sequence, it doesn't show up on the ticket they are associated with. I thought I could auto-create a note saying they have been sent the first note of the sequence, but this option is not available.

Re: Workflow - Ability to Create Notes

mattejames — Fri, 21 Jun 2019 15:11:01 GMT

Intersting use case. I actually have a different one, but would love the same feature.

Example 1: When making mass edits, we like to put in a note on the contact as to why that information was changed. We can definitely get the fact that a property was changed, who did it, etc, but we lack the context of why. If we could create workflow that make the change for all of the appropriate contacts and include an automatic note on the contacts that were touched saying why, that would be awesome.

Example 2: We have automatic workflows that change properties on contacts. Sometimes those workflows change over time. As such, it would be great to add a note to an affected Contact explaining why the workflow made the decision it did based on the current rules that the workflow had at the time. This way, when we go back through old contacts, it would be more clear as to the circumstances of the action vs. looking at an updated workflow that no longer works the same way.

Re: Workflow - Ability to Create Notes

nathanparis — Fri, 21 Jun 2019 22:11:58 GMT

Yes, all those are great use cases!

We need a way to "log" some type of history or action for a contact record.

Re: Workflow - Ability to Create Notes

James_C — Thu, 07 Nov 2019 23:23:02 GMT

This would be great. I am wanting to create a workflow that will move a ticket to our "Pending Agent" status after it has been sitting in specific statuses for a period of time and would like to add a note to inform that agent to review the ticket. This would help to keep tickets moving but making sure that the agent knows why the ticket was moved.

Re: Workflow - Ability to Create Notes

gemini87 — Wed, 20 Nov 2019 20:34:31 GMT

Creating a note via a workflow would be very helpful so it's easy for the sales reps to see any notes in the activity and don't need to manually put a note in for each contact. This should be doable for all sections contacts, companies, deals, etc.

Re: Workflow - Ability to Create Notes

erica11 — Wed, 04 Dec 2019 03:04:43 GMT

We need this as we send automated emails through workflows which only show on the contact record, not the company record. It would be useful to be able to create a note on the company record advising they have been sent the email.

Re: Workflow - Ability to Create Notes

rwong — Tue, 17 Dec 2019 10:10:55 GMT

Sharing a use case on behalf of a customer:

It would be great to have the feature to add notes to object records via workflows. This would improve the ease of using HubSpot together with other apps that are feeding information into the CRM and updating records. If integration platforms like Zapier aren't able to create an engagement on the activity feed for those integrations, at least having a "create a note" workflow action can be used to post information stored on the contact record on the activity feed.

Re: Workflow - Ability to Create Notes

Rolf — Tue, 25 Feb 2020 09:25:50 GMT

There are so many use cases that I can imagine are not possible right now because this feature is missing.

Somewhere else on the HubSpot forum someone mentioned that they hired a developer for $200 to fix it (Create a New Note or Log Activity in a WorkFlow). So it doesn't seem like something that is impossible or even hard to add to the suite.

Please consider it.

Re: Workflow - Ability to Create Notes

pacooke01 — Wed, 01 Apr 2020 12:44:02 GMT

This would be great for us, too. When someone submits our 'contact us' form, with their message/inquiry, I want to copy that info to a note on a contact's record so sales can see it.

Re: Workflow - Ability to Create Notes

FDXmktg — Wed, 01 Apr 2020 15:51:09 GMT

This would definitely be beneficial. Our sales team has asked that we stop the sync of activity updates from flowing into Salesforce, but there are specific emails that some salesman like to see in their feed. This is something we could put into the "notes" section through a workflow.

Re: Workflow - Ability to Create Notes

jm — Tue, 14 Apr 2020 12:30:05 GMT

this would be really useful - can't quite understand why it's not possible.

Re: Workflow action to add message or note to contact timeline - changed to: Not Currently Planned

jtremblay — Tue, 14 Apr 2020 12:54:01 GMT

Re: Workflow - Ability to Create Notes

James_C — Wed, 15 Apr 2020 16:11:12 GMT

I would like to add an idea to this feature, I have been working on a way to flag customers with special instructions based on previous interactions, whether it be that the customer needs a little more hand holding when supporting, abusive customer, etc...

It would be nice to create a note and be able to set it to be pinned in the ticket. This way it is right at the top of the ticket when someone looks at it and this special note would be seen right away.

Betreff: Workflow - Ability to Create Notes

Marcel-Keisers — Thu, 23 Apr 2020 12:18:49 GMT

Please let us have this function!

Messages in Contact Forms than could be easilly created as note and saved for the future! Very important!

Re: Workflow - Ability to Create Notes

sarahw — Tue, 12 May 2020 22:20:25 GMT

This option would be extremely beneficial! I'm looking for a way to create activity via workflow other than a task.

Re: Workflow - Ability to Create Notes

Devon — Thu, 14 May 2020 10:11:09 GMT

Yes we need this feature too, to be able to create a new note to sit in the main company record via a workflow would be really useful for us.

Please product team - start looking into this for us!