+1 for notes to Workflows!
You can accomplish this by using Zapier, Integromat, etc. but seems so silly that we have to use Hubspot to trigger a 3rd-party to have it turn around and create an engagement back in Hubspot.
Would like to create a note from a workflow with personalisation tokens and the ability to tag automatically particular users.
This could be to inform multiple users of changes or notify them of events. Currently, this could be done via an internal email but is not logged onto HubSpot and also is not tagged on the particular record. Also if there need to be any comments or group discussion this cannot be done unless a note.
I also would like to create notes in a workflow. Notating accounts is critical to global customer info, and if we can automate it based on certain conditions, it’s incredibly useful
Totally agree this is needed. We have a non-hubspot form flow that can stuff the message into the profile. I then copy it to a note before the first call so I can easily refer to it. I would much prefer to automatically create the note.
Upvoting this. I’d like the option to automatically create and pin a given note - based on some predefined Company/Deal characteristics - to the Deal Activity timeline on Deals at the point of handoff between Sales and Customer Success. Not all note information will be programmable but certain things could be done automatically in our case leading to efficiency gains for Sales and reducing errors during our setup process.
Coming basically any service platform, the Ticket body always contains what the ticket about. Somehow, Service Hub is an afterthought and reuses the design and assets geared for Sales and Marketing. It is not a clean approach for service and support. Reading a small little window module on the left panel of a ticket to discern what the ticket is about is a bit frustrating. We’d also like to see if Ticket Discription can be displayed in the main center body of the ticket. It is priority information.
Being able to add notes in Workflows would be helpful to capture an event / activity that has happened that isn’t a meeting or form entry
Looks like people are doing this through webhooks and users want this functionality. I see requests back to 2017. What do we need to do to raise this up the queue especially since others are having to use work arounds like webhooks etc. ?
I would LOVE this feature, and would use it a LOT. When someone submits a form and their enquiry then gets added to a pipeline, it’d be so helpful to have all the info they’ve sent summarised in a note.
This definitely needs to be included in workflow abilities. Creating any sort of engagements on a record.
Looking for a solution to this for our Salesforce integration. I want to sync notes into the contact activity log in SFDC without creating a task (annoying to sales) and without replacing an existing notes field in Salesforce.
+1 to add notes to Tickets via Workflow. I was able to workaround this using Zapier to create the note, but ideally this would be done in Hubspot.
We also would like to have an automated note creation with already content within a workflow
Would be very appreciable. Thanks.
Crazy to think that this is not available still.
This would be an elegant solution for storing data outside a property.
This is a fundamental automation feature that allows activity to be documented more thoroughly.
Please add this feature
This would be such an helpful feature for most customers ![]()
Please add this feature!