Good afternoon. I am trying to figure out how to locate the property for ‘Call Notes’ so I can create a workflow that will sort call activity by keywords and adjust the Call Category based on the keyword(s).
Hi @clvtross,
These sit directly under call properties:
How to get here:
- Create a workflow (From scratch)
- Select: Trigger manually
- Select: Call + Save and continue
- Click into enrollment criteria
- Select: When filter criteria is met
Best regards
Hi @clvtross
Call notes live on the call record, not the contact. So the workflow has to be call-based. Here’s the path I’d follow:
- Go to Automation, then Workflows, then Create workflow, then From scratch
- Pick the Call object (if you only see contact-based options, check your plan and the object list on that screen)
- Open the enrollment criteria and choose the filter criteria option
- Search the call properties for “Call notes” (it’s the call body field) and use “contains any of” with your keywords
- Add a “Set property value” (edit record) action to update Call category
Karsten’s reply covers the manual trigger route, which is good for testing on a few calls first. One thing to check: I haven’t confirmed which plan unlocks call-based workflows in HubSpot’s docs, so look at yours before you build.
Help article (has screenshots): Create workflows from scratch
