# Workflow - Ability to Create Notes

**URL:** <https://community.hubspot.com/t/workflow-ability-to-create-notes/14567>\
**Category:** Lists, Lead Scoring & Workflows\
**Tags:** workflows, object\
**Created:** [May 29, 2019, 7:19am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567 "2019-05-29T07:19:01Z")\
**Posts on this page:** 20\
**Page:** 5

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**Author:** ![SKripp](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/skripp/32/28756_2.png) [@SKripp](https://community.hubspot.com/u/SKripp)\
**Post date:** [February 14, 2022, 3:45am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/81 "2022-02-14T03:45:15Z")

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YES! We need this feature for all properties: Company, Tickets and Deals.

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**Author:** ![KKauffmann](https://avatars.discourse-cdn.com/v4/letter/k/3d9bf3/32.png) [@KKauffmann](https://community.hubspot.com/u/KKauffmann)\
**Post date:** [February 16, 2022, 4:03pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/82 "2022-02-16T16:03:44Z")

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VOTO ARRIBAAAA!

Es una solución que necesitamos!

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**Author:** ![Meera](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/meera/32/13521_2.png) [@Meera](https://community.hubspot.com/u/Meera)\
**Post date:** [February 25, 2022, 4:52pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/83 "2022-02-25T16:52:28Z")

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yes please. Also like the pinning note idea

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**Author:** ![eligr](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/eligr/32/84083_2.png) [@eligr](https://community.hubspot.com/u/eligr)\
**Post date:** [March 1, 2022, 1:00pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/84 "2022-03-01T13:00:48Z")

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Would love to have a workflow where you can automatically associate notes in the company with contacts and the other way around. We have companies with notes from an import from a previous CRM, and would love to have these notes automatically be associated with the contact.

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**Author:** ![Dennis7586](https://avatars.discourse-cdn.com/v4/letter/d/e47774/32.png) [@Dennis7586](https://community.hubspot.com/u/Dennis7586)\
**Post date:** [March 2, 2022, 12:16pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/85 "2022-03-02T12:16:37Z")

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Vote

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**Author:** ![JKrantz](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jkrantz/32/32497_2.png) [@JKrantz](https://community.hubspot.com/u/JKrantz)\
**Post date:** [March 15, 2022, 8:23pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/86 "2022-03-15T20:23:38Z")

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would love this and be able to Pin it to a company record!

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**Author:** ![DavidVoigt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/davidvoigt/32/47231_2.png) [@DavidVoigt](https://community.hubspot.com/u/DavidVoigt)\
**Post date:** [March 23, 2022, 11:28am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/87 "2022-03-23T11:28:33Z")

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I found this idea because a customer requested it. So, yes, please!

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**Author:** ![LRasmussen1](https://avatars.discourse-cdn.com/v4/letter/l/bc8723/32.png) [@LRasmussen1](https://community.hubspot.com/u/LRasmussen1)\
**Post date:** [March 29, 2022, 12:21pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/88 "2022-03-29T12:21:44Z")

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This would be incredible useful and should definitely be added!

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**Author:** ![PeterAdams](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/peteradams/32/68653_2.png) [@PeterAdams](https://community.hubspot.com/u/PeterAdams)\
**Post date:** [March 29, 2022, 4:16pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/89 "2022-03-29T16:16:49Z")

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I would also like this functionality.

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**Author:** ![JamesDuffell](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jamesduffell/32/51642_2.png) [@JamesDuffell](https://community.hubspot.com/u/JamesDuffell)\
**Post date:** [April 8, 2022, 7:54am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/90 "2022-04-08T07:54:46Z")

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Bump

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**Author:** ![valricofish](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/valricofish/32/82448_2.png) [@valricofish](https://community.hubspot.com/u/valricofish)\
**Post date:** [April 13, 2022, 6:56pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/91 "2022-04-13T18:56:43Z")

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Please add this! Would be great!

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**Author:** ![Bareld](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bareld/32/4162_2.png) [@Bareld](https://community.hubspot.com/u/Bareld)\
**Post date:** [April 21, 2022, 12:44pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/92 "2022-04-21T12:44:34Z")

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Yes this would be a great feature.

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**Author:** ![Ellesyanna](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ellesyanna/32/55434_2.png) [@Ellesyanna](https://community.hubspot.com/u/Ellesyanna)\
**Post date:** [April 21, 2022, 12:47pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/93 "2022-04-21T12:47:23Z")

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Definitely needed! Also please include the possibility to pin the created note at the top of the timeline from a workflow as well.

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**Author:** ![TArnoldGZ](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tarnoldgz/32/6413_2.png) [@TArnoldGZ](https://community.hubspot.com/u/TArnoldGZ)\
**Post date:** [April 22, 2022, 4:45pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/94 "2022-04-22T16:45:02Z")

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![thirsty-i-need-it.gif](https://d2qpr2jzcazej7.cloudfront.net/original/3X/5/9/59cd5f3262b5b518007d13021773b8a5b25fe73b.gif)

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**Author:** ![JKrantz](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jkrantz/32/32497_2.png) [@JKrantz](https://community.hubspot.com/u/JKrantz)\
**Post date:** [April 26, 2022, 8:24pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/95 "2022-04-26T20:24:24Z")

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would be amazing!

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**Author:** ![RManfredo](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rmanfredo/32/194643_2.png) [@RManfredo](https://community.hubspot.com/u/RManfredo)\
**Post date:** [April 27, 2022, 12:51pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/96 "2022-04-27T12:51:03Z")

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Upvote +  
Would love if this was a thing in HubSpot

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**Author:** ![CRichardson](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/crichardson/32/13631_2.png) [@CRichardson](https://community.hubspot.com/u/CRichardson)\
**Post date:** [April 27, 2022, 1:06pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/97 "2022-04-27T13:06:38Z")

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This is exactly what I need right now! To alert our sales team of any issues on the accounts so they are aware, I wanted to automate this process to add a pinned note to the top of the record. Very surprised this isn’t already a feature!

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**Author:** ![NHettige](https://avatars.discourse-cdn.com/v4/letter/n/e36b37/32.png) [@NHettige](https://community.hubspot.com/u/NHettige)\
**Post date:** [April 28, 2022, 2:46am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/98 "2022-04-28T02:46:33Z")

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This would be great to have!

Our use case is below;

Apart from the sales generaded by sales team, there are self applied customers that go straigh to end stage in a pipeline. But, for the record we still need to update the conatct/ deal owners (someone in the sales team) based on the customer’s location etc. The sales person then need to be notified (possibly with a note in contact and deal) instructing them not to contact the customer as the business is already finalised. Communication channel for such cases is different.

I was looking to modify one of of our existing workflows to acheive this goal, and just realised ‘Add note’ feature is not available. Pretty frustating as it seems to be a basic.

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**Author:** ![CWardle](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cwardle/32/77566_2.png) [@CWardle](https://community.hubspot.com/u/CWardle)\
**Post date:** [May 9, 2022, 7:13am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/99 "2022-05-09T07:13:46Z")

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Upvote! Would be extremely helpful, especially if we are able to automate the note to be pinned at the same time. Look forward to seeing this in development!

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**Author:** ![nick\_zinc](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nick_zinc/32/48165_2.png) [@nick\_zinc](https://community.hubspot.com/u/nick_zinc)\
**Post date:** [May 17, 2022, 7:30pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/100 "2022-05-17T19:30:54Z")

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Would agree that this functionality needs to be added to tickets. We occasionally get stuff where the ticket is moved automatically via workflow, and there isn’t a good way to tell the rep on the ticket why it was moved. Yes we could send a mention, but that doesn’t work if they aren’t going to tackle the ticket immediately.

[Previous page](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567.md?page=4)

[Next page](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567.md?page=6)
