topic Re: Handwritten notes on iPad easily into HubSpot in Mobile Application

Handwritten notes on iPad easily into HubSpot

SAasan — Wed, 23 Jun 2021 20:37:23 GMT

Hello,

We recently started using Hubspot as our CRM system.

I am a sales rep who loves taking notes from all meetings and correspondance. I do that on an iPad. I´ve used Apple Notes, GoodNotes and Notability.

Is there a note-taking app that can integrate, or in a way communicate with Hubspot? I envision an option in whatever note I am writing that allows me to attach the note to a contact or an account by search/recents/list view.

Does anyone know?

Re: Handwritten notes on iPad easily into HubSpot

karstenkoehler — Thu, 24 Jun 2021 03:35:17 GMT

Hi @SAasan,

Notejoy might have some of the features that you're looking for: Notejoy on the HubSpot App Marketplace

If your notes are usually structured text, you could also use an OCR tool or iPad app to turn your notes into text that you can then copy and paste into the HubSpot app as a note.

It doesn't look like there's any app that automatically converts handwritten notes into text and syncs them into HubSpot, unfortunately.

Best regards!

Re: Handwritten notes on iPad easily into HubSpot

SAasan — Thu, 24 Jun 2021 06:45:13 GMT

Hi @karstenkoehler!

Thank you for your reply!

I just tried it. It has very limited functionality, and I can´t take notes with my Apple Pencil, which is what I am using. Theres no handwritten type note-taking in that app, just note-taking with a keyboard. Afraid Notejoy doesn´t cut it unfortunately..

Re: Handwritten notes on iPad easily into HubSpot

karstenkoehler — Thu, 24 Jun 2021 06:55:08 GMT

That's what I thought, @SAasan. Unless there's an obscure listing on the HubSpot App Marketplace or anywhere else that can't be found with common search terms (e.g. notes, OCR), then there probably isn't any ready-made integration for that right now.

Re: Handwritten notes on iPad easily into HubSpot

SAasan — Thu, 24 Jun 2021 07:18:31 GMT

Yeah @karstenkoehler , I can´t find anything either.. I am, however, thinking about exploring Zapier. Maybe they have something.

Re: Handwritten notes on iPad easily into HubSpot

karstenkoehler — Thu, 24 Jun 2021 07:29:09 GMT

Hi @SAasan,

That would indeed be an option, you'd likely work with this action:

If you need help getting started with HubSpot and Zapier, this knowledge base article might help: Use HubSpot's integration with Zapier

As far as apps go, Evernote might be an option. It seems to be well integrated with Zapier, offers handwritten notes and text recognition / OCR.

Best regards!

Re: Handwritten notes on iPad easily into HubSpot

mikebrown — Sat, 09 Apr 2022 13:03:48 GMT

I write directly into the notes with my apple pen works fine