I’m creating a form that our sales team can use when they are on zoom call with an investor. The form has required email address and their contact info. I want the notes field to go directly into the Notes section on the Contact’s profile. Is this possible? How do I do this?
Hey @SDitore,
The only way to do this would to be using Zapier or Automate.io I believe. It would look something like the following:
Step 1 - Create a Zap/Bot based on a new form submission
Step 2 - Do a lookup for that contact based on the email submitted
Step 3 - Create an “Engagement” with a Note
Step 4 - Move the “Message” or “Notes” field from the form to the “Notes Body” of the new engagement
Then everytime that form is submitted, it’ll lookup the correct contact and add in a new engagement of a note on their record. Hope this helps!
Hi @SDitore,
Good news, this is now possible natively in HubSpot!
Workflows
Create note workflow action
November 7, 2024
What is it?
You can now automatically create notes using the new “Create note” workflow action.
Why does it matter?
Notes are a versatile tool for adding important context to records, highlighting key information, or summarizing changes for your team. With the new “Create note” workflow action, you can now automate the addition of notes to records as part of any process. For instance, when handing a customer off to the onboarding team, you can use a workflow to automatically add a note summarizing the information gathered during the sales process. Any data from the workflow can be included in the note body, including enrolled record properties, associated record properties, and workflow run time data like action outputs.
How does it work?
To use the action, create a new workflow and set up your trigger.
- Search workflow actions or view the CRM action category to find the “Create note” action
- Select the action and draft the note body
- Add personalization tokens from the enrolled record, associated record, or workflow action outputs to the note body as desired
The workflow automatically associates the note with the enrolled record.
Who gets it?
Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise
You can find the beta here:
In your case, you would enroll contacts based on form submission into a contact-based workflow, then use the new action and personalization tokens to add in the submitted information from the form.
If you want to make it easier for others to find this product update and beta, you can accept my reply as a solution. I’d appreciate it.
Have a great day!