It should definetly be more than a Nice to Have
Absolutely critical for us as we need to tag contacts in the notes for use in an attribution platform that we integrate to.
Badly needed to add notes under the contacts/deals through workflow. When a user submits a form or facebook form, we need the comments to be added as a note in the lead which is currently not possible.
Great Idea, we could really use this cause im lacking this function right now. Upvote!
Absolutely wild this is not already a thing…
This would be so helpful! Any updates on this HubSpot?
Upvote
+1
Another upvote for this - thank you very much for considering this important functionality to add!
Agree, this would be super useful. I’m looking for this to be able to bring in logged contact made from an external system/vendor. The only way I currently see to do this is via a form fill so the rep can see activity happened externally…
Yes, please!
Yes please, I don’t want to use Webhook or Zapier integration… If we could create it by workflow like task.
It would be usefull, otherwise we’re going to struggle with custom solutions that does not fit at all!..
This would be very helpful. Right now, a form does not update the “last activity date”, so if I could set up a workflow that would create a note when a customer creates a form, that would be an excellent workaround so that a form submission would update the “recent activity date” by creating a note for that contact (since notes update the recent activity date).
This should be a requirement. With this level of investment you would think this would come standard as a no-brainer!
Upvote!
I agree with most of the comments above. We would use it to update team members on a prospects journey through a trial
This would be extremely helpful, upvote from me.
Upvote!
We would like to add a note and pin it to the top via workflow. Case: We automatically send emails via workflows – sometimes with a delay (hours). A note for an agent like „Attention, this customer will get an automated email at {time}“ would be helpful.
Def see a ton of use cases on the Support Team for this. We do onboarding calls and manually create and input pre-call notes, would be nice to have automation to do this. Cut back on time for sure