topic Re: Getting handwritten notes on Tablet into Hubspot in Mobile Application

Getting handwritten notes on Tablet into Hubspot

DOMMA — Tue, 16 Jan 2024 00:22:22 GMT

Is there an App that would make it possible to convert my meeting notes, taken with a pen on my tablet, to a Hubspot contact. I would like to convert my sales meeting notes to the Notes field on Hubspot.

Any help would be appreciated.

Re: Getting handwritten notes on Tablet into Hubspot

Jnix284 — Wed, 17 Jan 2024 01:26:46 GMT

@DOMMA I've done a quick search and couldn't find what you're looking for. I'm not sure if there is an app that will convert handwritten notes directly to HubSpot, but you could look for an app that will convert them to text first that you could then copy/paste into your HubSpot notes.

Re: Getting handwritten notes on Tablet into Hubspot

karstenkoehler — Tue, 16 Jan 2024 13:11:31 GMT

Hi @DOMMA,

This is currently not possible natively unfortunately. The topic has however been discussed here before: https://community.hubspot.com/t5/Mobile-Application/Handwritten-notes-on-iPad-easily-into-HubSpot/m-p/450729

One user brought up that he's writing into the notes editor with his Apple pen directly and that's working fine.

Best regards!

Re: Getting handwritten notes on Tablet into Hubspot

DOMMA — Tue, 16 Jan 2024 13:09:14 GMT

You proposed an app to convert typed text to written text to send a personalized note to customers. I am looking for the opposite, I want to convert the notes I take in sales meetings, on my tablet, to text notes on Hubspot.
The other link you sent does not offer a workable solution. Not sure how "One user brought up that he's writing into the notes editor with his Apple pen directly and that's working fine" works as there is not an option to enter handwritten notes. Do you have any further information on how this works?
Regards,
Dave

Re: Getting handwritten notes on Tablet into Hubspot

Jnix284 — Wed, 17 Jan 2024 01:29:49 GMT

@mikebrown can you share more about how you're using apple pen in HubSpot notes?

@DOMMA has a similar request and we'd love to learn more about how it works.

Re: Getting handwritten notes on Tablet into Hubspot

DOMMA — Wed, 17 Jan 2024 12:45:36 GMT

Hi Jennifer,

Yes, I can convert notes to text and then copy and paste. It is a bit time consuming. An example - I have 4 meetings per day for 2-3 days each week while on business travel; and take notes on a Samsung tablet. It is time consuming to cut and paste each meetings notes into each contacts Notes/Log a Call field on Hubspot. I was hoping there would be an easier way but it looks like there is not.

Regards,

Dave

Re: Getting handwritten notes on Tablet into Hubspot

Jnix284 — Wed, 17 Jan 2024 14:26:18 GMT

@DOMMA completely understand manually transferring the notes is less than ideal and very time consuming, hopefully @mikebrown can share more insight into the Apple Pen solution.

Re: Getting handwritten notes on Tablet into Hubspot

Lee_Brewster — Wed, 19 Mar 2025 14:24:55 GMT

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