Hi!
I’m facing a problem with the handoff between the marketing and sales teams. Sometimes it’s difficult for our pre-sales team to understand what kind of action generates the deal they received.
To solve that, I need to create a Deal Observation automatically when that deal comes from a specific origin. I thought about two possibilities but don’t know I could implement that.
The first solution I thought is create that observation as a Deal Activity. The other one is create that on observation menu, close to the activity menu.
Someone could help me implement that?
Hi @GabrielSaleh,
Thank you for reaching out to the Community!
It sounds like you are looking to see if it’s possible to add notes automatically to deal records?
If so, it’s currently not possible to add notes to deals via workflow, but there are a few workarounds you could consider:
1) Have your marketing team manually add notes to a deal record during the handoff process 
2) Use the Zapier integration to create notes automatically. This related community post goes into detail on how to add a note to an object record in HubSpot.
3) Work with a developer to create a custom-coded action to create notes.
I also would encourage you to upvote this related idea here to show your support for this feature to be implemented in HubSpot.
Best,
Kristen