Hi all, I’m trying to add either a whole note, or at least the text as an attachment to emails. Is there a way to do this?
Eg. I write a prescription in their notes, then want to sent this as an attachment in an email sent from hubspot.
Possible?
Thanks!
Is there a similar suggestion already out there? I’m surprised this idea hasn’t gained more traction. For instance, when taking detailed call log notes, wouldn’t it be beneficial to have the option to send those notes to the client? This could be especially helpful for sharing specific action items or simply reassuring the client that the call details were recorded. I really like DeLeSueur’s suggestion of attaching the notes to an email. I was expecting to find a simple option in the dropdown, like “Send Call Log as an Email” or “Send Note as an Email.”
Believe I found a solution to this. Create a workflow which copies the note body into a rich text value. That field can then be used in the emails where it can also be formatted correctly.