topic Re: Unlock the power ⚡️ of HubSpot notes!! in Tips, Tricks & Best Practices

Unlock the power ⚡️ of HubSpot notes!!

Dan1 — Wed, 30 Mar 2022 14:34:13 GMT

Hi All,

We discovered this hack a couple of months ago. We hadn't realised how powerful HubSpots search functionality is across notes. With this discovery we started to use Hashtags, to help find certain information faster.

Our best use case of this has been how we now ensure product feedback is recongnised with a hashtag so that it's easily searchable in HubSpot and any team member can use it.

I have put togther a short video below detailing how this works:

I hope this helps you and your team.

Kind regards,

Dan Currin

Co-Founder

OrgChartHub

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps

Re: Unlock the power ⚡️ of HubSpot notes!!

TitiCuisset — Thu, 31 Mar 2022 08:57:24 GMT

Thank you for sharing @Dan1 this is great! 🙂

Re: Unlock the power ⚡️ of HubSpot notes!!

GeorgeBThomas — Sat, 30 Apr 2022 13:36:38 GMT

This my friend get you a whole pan of brownies!

I love it and will be using this in the future.

Re: Unlock the power ⚡️ of HubSpot notes!!

Dan1 — Tue, 03 May 2022 13:14:56 GMT

Thanks @GeorgeBThomas brownies for everyone 🙂

Re: Unlock the power ⚡️ of HubSpot notes!!

Jnix284 — Fri, 06 May 2022 21:03:30 GMT

I've used unique words to remember a note before to access via search, but never thought about using a hashtag, thank so much for sharing this!

Re: Unlock the power ⚡️ of HubSpot notes!!

Dan1 — Wed, 11 May 2022 10:54:23 GMT

Thanks @Jnix284 , glad it might have helped in a small way 🙂

Re: Unlock the power ⚡️ of HubSpot notes!!

EMedina48 — Sat, 14 May 2022 14:39:39 GMT

Great post! Definitely going to use it

Re: Unlock the power ⚡️ of HubSpot notes!!

Brucey — Wed, 18 May 2022 07:22:41 GMT

That's sweet. As you said Dan, I knew Notes was searchable, but hadn't come across a use case to make me consider it deeply. I have now. And you helped me solve it. A great humpday result.

Re: Unlock the power ⚡️ of HubSpot notes!!

Dan1 — Wed, 18 May 2022 09:35:50 GMT

Biggest win in this particular use case is that it brings together two business functions within HubSpot. Always a good idea to stay in the good books of the product team 🙂

Re: Unlock the power ⚡️ of HubSpot notes!!

Dan1 — Wed, 18 May 2022 09:36:24 GMT

Glad it helped @EMedina48 , happy hashtagging 🙂

Re: Unlock the power ⚡️ of HubSpot notes!!

CarrieGallagher — Fri, 07 Apr 2023 21:53:57 GMT

Nice hack, Dan! Thanks for sharing 🙂

Re: Unlock the power ⚡️ of HubSpot notes!!

Dan1 — Sat, 08 Apr 2023 06:56:58 GMT

Thanks @CarrieGallagher , I hope it helps 🙂