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
Agreed. After I send an automatic “Marketing Email” with some information including a Ticket Description, I’d like the system to leave a note with some info about that action…
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 find and you can even have it in the default deal view access it easily. If you have it as a note and there are multiple notes you might need to scroll to find it, whereas having it in a custom field would have a static location and you can even use workflows on it as well.
Thanks @Rezal , ideally we could just have that field display on the contact section of the deal (on the right hand side). Seems so bizarre that we can only display Name, Title, email and phone number. So many fields we have to copy over to the deal level… because all the qualification prospecting data is captured at the contact level.
Please implement this! So valuable
Seems like a no brainer. Apart from making notes on progress, this would allow you to get around the inability to tag marketing emails against other objects in a workflow. Instead, simply add a note to the workflow that says ‘refer to contact x for automated email sent in relation to this object’.
Like everyone else here I would love to see this feature in the near future. Creating a task is not a functional fix.
+1
agree this would be very helpful, customer meets X criteria, add note (and pin) to top of contact record would allow management and/or marketing to provide key insights to sales/service.
I’m with everyone here, this should be a basic feature.
I built this using custom code actions.
var http = require("https");
exports.main = async (event, callback) => {
function next(body){
console.log(body.toString())
//get the id from body by parsing with json
var id = JSON.parse(body).id;
console.log(event)
options = {
"method": "PUT",
"hostname": "api.hubapi.com",
"port": null,
"path": "/crm/v3/objects/notes/"+id+"/associations/contact/"+event.object.objectId+"/202?hapikey="+process.env.HapiKey,
"headers": {
"accept": "application/json"
}
};
req = http.request(options, function (res) {
var chunks = [];
res.on("data", function (chunk) {
chunks.push(chunk);
});
res.on("end", function () {
var body1 = Buffer.concat(chunks);
console.log(body1.toString());
});
});
req.end();
}
var options = {
"method": "POST",
"hostname": "api.hubapi.com",
"port": null,
"path": "/crm/v3/objects/notes?hapikey="+process.env.HapiKey,
"headers": {
"accept": "application/json",
"content-type": "application/json"
}
};
var req = http.request(options, function (res) {
var chunks = [];
res.on("data", function (chunk) {
chunks.push(chunk);
});
res.on("end", function () {
var body = Buffer.concat(chunks);
console.log(body.toString());
next(body)
});
});
req.write(JSON.stringify({
properties: {
//use current time as the timestamp
hs_timestamp: new Date().toISOString(),
hs_note_body: event.fields.body,
hubspot_owner_id: event.fields.hubspot_owner_id
}
}));
req.end();
//use the callback
callback(null, {
statusCode: 200,
body:"Success!"
});
};
Let me know if you have any questions
Has anyone tried creating a note using a push webhook in the workflow? I know creating a note is possible via the api as apps like Zapier can do it. I figure if HubSpot can push a webhook to itself then it may be feasible but this is beyond my skillset.
+1 to add a Note template via a Workflow.
+1
Nice tip by @CMcKay btw., but not everyone has the luxury of Operations Hub Professional
+1
It would be incredibly helpful if a support agent could flip one property that would trigger a pinned note and an outbound email via workflow.
UUUUUP
Agree with all -- this would be so helpful!
+1
+1 This is critical and would greatly reduce the number of custom, one-time properties that are created for every event, form, and campaign update.
Is an update on the status of this request?