Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into …

Quick update: Create note action is now available in custom object workflows Create note action now includes the ability to…

Upvote + Would love if this was a thing in HubSpot

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 a…

This would be great to have! Our use case is below; Apart from the sales generaded by sales team, there are self applied cu…

Upvote! Would be extremely helpful, especially if we are able to automate the note to be pinned at the same time. Look forwar…

Would agree that this functionality needs to be added to tickets. We occasionally get stuff where the ticket is moved automat…

Agreed. After I send an automatic “Marketing Email” with some information including a Ticket Description, I’d like the system…

Would be awesome to create a note with the linkedin URL for the associated contact when a deal is created

@vc16 it might be a better idea to create a custom field for your linkedin urls and populate it there. It will be easier to f…

Thanks @Rezal , ideally we could just have that field display on the contact section of the deal (on the right hand side). Se…

Workflow - Ability to Create Notes

Rezal May 20, 2022, 1:50am 101

I reckon this should be standard in Hubspot. Notes are realy useful but there are limited things you can do via workflows or even exporting notes

Topic		Replies	Views
Automatically add a note to a contact using Private Apps APIs & Integrations contacts	2	1415	August 23, 2023
Automate a pinned note HubSpot Ideas workflows , object	46	11657	September 10, 2025
Add tasks to an existing note HubSpot Ideas tasks	1	870	March 25, 2022
Create a New Note or Log Activity in a WorkFlow Lists, Lead Scoring & Workflows workflows , contacts , lead-flows	27	25586	November 14, 2024
Pin Multiple notes with colored pin in Contact, Company, Deal, or Tickets HubSpot Ideas object	4	1095	October 30, 2023