Currently, notes created via workflow will only be associated to the enrolled object - there is not an option to allow this note to also be associated to the enrolled object’s associated records. It would be great if HubSpot added this ability to the ‘create note’ workflow action!
Status: Idea Submitted
Being able to make a note via workflow is a great feature. Things that happen to contacts via workflow should be able to somehow automatically associate that same object (note, in this case) with the company.
I have a free marketplace app that can do this: Redirecting to: /daeda-notes/