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…

This would be a really good feature, would use it everyday. Have someone found a workaorund?

Hi everyone, A Create note action for workflow went into public beta today. You can join the beta through the product update…

@MEGO Thank you! Thank you! Thank you!

Thanks @MeganLegge ! Can confirm we have turned on the beta in our portal and it works as expected. Very good addition, one …

and while we are at it @MeganLegge the ability to pin the note such that it is visible independently of the tab being used in…

Just checking on the status of Create a Note in a Workflow. This thread said it was going live on 12-17-24 and Hub Product Up…

@deegeetee what level of HubSpot are you using?

I maybe needed to refresh but it’s there now and working great. Thanks.

Workflow - Ability to Create Notes

Marketing & Content Hub Lists, Lead Scoring & Workflows

GrumpyHippo November 21, 2024, 11:30am 304

Yes please @MeganLegge an ability to visually differentiate some notes from others is key. Some might be basic information, some might be warnings etc.

Topic		Replies	Views
Automatically add a note to a contact using Private Apps APIs & Integrations contacts	2	1412	August 23, 2023
Automate a pinned note HubSpot Ideas workflows , object	46	11531	September 10, 2025
Add tasks to an existing note HubSpot Ideas tasks	1	868	March 25, 2022
Create a New Note or Log Activity in a WorkFlow Lists, Lead Scoring & Workflows workflows , contacts , lead-flows	27	25499	November 14, 2024
Pin Multiple notes with colored pin in Contact, Company, Deal, or Tickets HubSpot Ideas object	4	1085	October 30, 2023

Workflow - Ability to Create Notes

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