Centralised Notes Searchbar

Smart CRM & Sales Hub Sales Hub Tools
1

Dear HubSpot community,

I was wondering if there is a way to search for specific keywords across all the contact notes. For example, I want to pull out insights related to a specific product, can I do it without going into each individual file?

Look forward to our dicsussion.

Kinds regards,

William

2

Hi @WCui,

The overall HubSpot search includes notes: Search within your HubSpot account

For trends/amounts/insights, you could create a custom report: Menu > Reports > Reports > Create Report > Single object > Activities. Here you can filter for the activity type “Note”, specify what should be contained in the note body and display the note body.

Let me know if you have any follow up questions!

3

Hi Karsten,

Thanks for the very prompt reply.

That is definitely useful, however, is there a way to filter the notes to insights? Because the report will just churn out all notes captured not insights within the notes .

Best wishes,

William

4

Hi @WCui,

What exactly do you mean by insights?

5

Sorry for the confusion, I mean how to look for the specific keywords within the notes

6

Hi @WCui,

In a report, you can set a report filter for “Note body contains”, that way only notes matching the keyword are returned.

7

Hi @karstenkoehler

Thanks again for your help. To elaborate on my previous question, each Deal has a Meeting tab which includes the Logged Meeting, and in our case, under the logged meeting there are notes with client-specific insights. I like your proposed idea with a report, however, I can’t find a Logged meeting notes property to add to the report.

Please let me know if anything is unclear.

Best,

William

8

Hi @WCui,

Meeting notes are only available in the custom report builder: Menu > Reports > Reports > Create report > Custom report builder. Select “Activities” as data source and you should find “Internal meeting notes” as a field.

Best regards!