We’re a HubSpot partner working with banking clients, and we’ve hit a hard wall that’s actively blocking adoption of HubSpot for a loan approval workflow use case.
The setup: the bank wants to use HubSpot Notes on Deal records as the official record of internal loan approval conversations — loan officers, credit teams, and approvers going back and forth inside a note thread before a final decision is made. It’s a natural fit. Notes work great on mobile, the rich text editor is solid, tagging works, the whole experience is there.
The problem is we cannot export those reply threads. At all.
We’ve gone through every available path — the v3 Notes API only returns hs_note_body on the original note, nothing from replies. The v1 Engagements API is the same story. Webhooks fire on note creation but not when a reply is added. There is no endpoint, no workaround, no polling mechanism that surfaces comment/reply data from a Note engagement. HubSpot staff have confirmed this multiple times across community threads going back years.
For a bank, that’s a non-starter. Their compliance requirement is straightforward: if a loan approval conversation happened, we need to be able to produce a complete export of that conversation — every entry, every participant, every timestamp. If that data exists only in the UI and has no API surface, it can’t be used for a regulated workflow. Period.
This isn’t a nice-to-have. We’re talking about a financial institution that cannot legally use a tool for this purpose if they can’t prove they can get their own data out of it. We’ve had to walk back the entire Notes-based approval workflow and look at alternatives because of this one gap.
What we need is straightforward — a read-only API endpoint that returns the reply thread comments on a Note engagement. Even just GET /crm/v3/objects/notes/{noteId}/comments returning author, timestamp, and body for each reply would unblock this entirely.
The data already exists. HubSpot stores it and renders it in the UI. It just isn’t exposed anywhere a developer or integration can reach it. That’s the gap.
If anyone else in regulated industries — banking, insurance, healthcare, legal — has hit this same wall, please upvote this. The more real-world compliance use cases HubSpot sees on this, the faster it moves.