Is there an App that would make it possible to convert my meeting notes, taken with a pen on my tablet, to a Hubspot contact. I would like to convert my sales meeting notes to the Notes field on Hubspot.
Any help would be appreciated.
@DOMMA I’ve done a quick search and couldn’t find what you’re looking for. I’m not sure if there is an app that will convert handwritten notes directly to HubSpot, but you could look for an app that will convert them to text first that you could then copy/paste into your HubSpot notes.
Hi @DOMMA,
This is currently not possible natively unfortunately. The topic has however been discussed here before: https://community.hubspot.com/t5/Mobile-Application/Handwritten-notes-on-iPad-easily-into-HubSpot/m-p/450729
One user brought up that he’s writing into the notes editor with his Apple pen directly and that’s working fine.
Best regards!
You proposed an app to convert typed text to written text to send a personalized note to customers. I am looking for the opposite, I want to convert the notes I take in sales meetings, on my tablet, to text notes on Hubspot.
The other link you sent does not offer a workable solution. Not sure how “One user brought up that he’s writing into the notes editor with his Apple pen directly and that’s working fine” works as there is not an option to enter handwritten notes. Do you have any further information on how this works?
Regards,
Dave
@mikebrown can you share more about how you’re using apple pen in HubSpot notes?
@DOMMA has a similar request and we’d love to learn more about how it works.
Hi Jennifer,
Yes, I can convert notes to text and then copy and paste. It is a bit time consuming. An example - I have 4 meetings per day for 2-3 days each week while on business travel; and take notes on a Samsung tablet. It is time consuming to cut and paste each meetings notes into each contacts Notes/Log a Call field on Hubspot. I was hoping there would be an easier way but it looks like there is not.
Regards,
Dave
@DOMMA completely understand manually transferring the notes is less than ideal and very time consuming, hopefully @mikebrown can share more insight into the Apple Pen solution.
Some of our team use a remarkable pro and an integration would great!
In case anyone lands here still looking: we built a tool that does this, full disclosure it’s ours. LetMeSell takes a photo, scan or PDF of handwritten meeting notes, reads the handwriting, matches the contact in HubSpot, and logs it to the Notes on that record with any follow-up tasks. Works with notes from a tablet stylus or a paper notepad.
First 5 notes are free if you want to try it on a real meeting: letmesell.ai