topic Re: Creating an Activity via a Workflow in 💬 RevOps Discussions

Creating an Activity via a Workflow

DCrinnion — Tue, 06 Feb 2024 13:24:26 GMT

Hi All,

I saw this on a Hubspot Community suggestion from 2017 but just want to see if there is anything close to this. I am looking to create a workflow where you can create an activity or a note on the Activity feed when someone comes in via a specific Lead Source. All I can do at the moment is create tasks however most of what we want done is not something that is due but just want to write a reminder or a note.

Re: Creating an Activity via a Workflow

karstenkoehler — Tue, 06 Feb 2024 13:29:01 GMT

Hi @DCrinnion,

This would currently either require a custom code action (available in Operations Hub Professional) or an app from the marketplace, such as "Create notes in workflows": https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/notes-in-workflows-1509680

There's also an ongoing request to the product team here which I'd recommend upvoting: https://community.hubspot.com/t5/HubSpot-Ideas/Adding-Notes-via-Workflows/idi-p/429215

The product team reviews these requests based on demand and popularity. You can help other users find the request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too!

Have a great day!

Re: Creating an Activity via a Workflow

DCrinnion — Tue, 06 Feb 2024 16:12:43 GMT

Hey Karsten,

This is great thank you! We will look in to the Marketplace App as this should help fix are issue!

Best Regards,

Re: Creating an Activity via a Workflow

karstenkoehler — Fri, 08 Nov 2024 05:52:15 GMT

Hi @DCrinnion,

Good news, this is now possible!

Workflows

Create note workflow action

November 7, 2024

What is it?

You can now automatically create notes using the new "Create note" workflow action.

Why does it matter?

Notes are a versatile tool for adding important context to records, highlighting key information, or summarizing changes for your team. With the new "Create note" workflow action, you can now automate the addition of notes to records as part of any process. For instance, when handing a customer off to the onboarding team, you can use a workflow to automatically add a note summarizing the information gathered during the sales process. Any data from the workflow can be included in the note body, including enrolled record properties, associated record properties, and workflow run time data like action outputs.

How does it work?

To use the action, create a new workflow and set up your trigger.

Search workflow actions or view the CRM action category to find the "Create note" action

Select the action and draft the note body

Add personalization tokens from the enrolled record, associated record, or workflow action outputs to the note body as desired

The workflow automatically associates the note with the enrolled record.

Who gets it?

Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise

You can find the beta here:

If you want to make it easier for others to find this product update and beta, you can accept my reply as a solution. I'd appreciate it.

Have a great day!