Automatically add a note to a contact using Private Apps

Developer Support APIs & Integrations
1

Hi, I’m working with an external developer who is providing contact leads for a user, and I was wondering if their request was possible.

We’ve got it set up so that the usual fields are filled out when the contact is created (name, address, contact details, etc.), however there is a lot of other information on their form that the user wants adding into a note against the new contact.

Right now we have it feeding into the “Membership notes” property, which works well enough, but I was wondering if there was a way to automatically create an actual note instead, or is it a case that the contact needs to exist before a note can be created against them?

2

Hi @RoRulon

Yes, your developer can use the Engagements API to add a note to a Contact, Company, Deal or Ticket.

Have fun

Mike

Here to learn more about HubSpot and share my HubSpot Knowledge. I’m the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world’s first automated HubSpot Portal Audit that helps you work smarter with HubSpot.

3

Hi Mike,

Thanks for the reply, this was exactly what I needed. Didn’t realise it was a different endpoint, I’ll have a chat with the extern devs about how they can implement this.

Thanks for pointing me in the right direction! :slightly_smiling_face: