Copy note into a Custom text field

Smart CRM & Sales Hub CRM
1

Hi Hubspoters,

As I understand currently there is no way to trigger Workflows based on notes but It would be helpful when Hubspot CRM is synched with another CRM. This will allow to capture activity information to be compiled outside from Hubspot… any idea on how ro do it?

Thanks

2

Hi @mzebib68,

Workflow can be triggered by activities but correct, a note body cannot be copied into a property directly out of the box. Here are ways you could approach this:

  • Operations Hub Professional: This gives you custom code action. With the help of a developer you could copy a note body into a property by using a custom code action.
  • HubSpot API: With the help of a developer, you could look into the engagements endpoint of the HubSpot API (2026-03 API reference - HubSpot docs)
  • Integration using an app from the HubSpot app marketplace: Depending on which CRM you want to sync to, there might be an existing app on the HubSpot App Marketplace. You can find out by simply search the web for “HubSpot [your other CRM] integration”.

Best regards!

3

Thanks @karstenkoehler,

Option 1 seems interesting, did you you tested for another purpose?

4

Hi @mzebib68,

I’m not a developer (aspiring). You can learn more about custom code actions here: Workflows | Custom Code Actions - HubSpot docs

Best regards!