This would be incredibly useful! We would use it in our business as a way for users AT A GLANCE to see what follow-up workflow they have enrolled a contact in(VS having to scroll down the right side of the contact record, click workflows, and fish through what is there).
In contact / deal / ticket it would be great to have an option to add notes through Workflow.
We have a couple of workflows that ends in an “issue” bucket, due to various information that are missing or actions that have not been taken in a timely manner.
At the moment we have created a property with what the issue is. But would be great to have an option to add a note so we can keep track of it.
Upvote. Let’s get cracking on this HubSpot!
This would be really helpful for us to automatically add a message to a contact’s account when they submit a form
My organization absolutely need this! It would save us several hours per week. We would use it to automate the creation of a half a dozen notes whenever a deal is created. Currently we have to create them manually everytime we create a new deal.
I would also like the ability to have notes that you can pin as part of a workflow. It would also be helpful if we could insert fields into the note. Our use case is when we get a partner test we need to clearly signal to the sales rep that the deal is a partner test ideally referred by [partner], with last contact on [last contacted date].
I agree also with what TMortensen ust said. It would be great is property tokens could be input into notes with an automation feature as well.
Absolutely agree this should be available. When does Hubspot notify us if this is accepted and in development?
is @hubspot going to acknowledge this?
Upvote this. As others have mentioned - need the ability to automate a note, as well as use templates/snippets/and tokens in the note. If anyone has any workarounds/custom code that might work for this, please share!
Great idea, would love for this functionality to come to fruition.
The use case I would love this for is making a dummy record to note that an email was sent from another system, for emails that CAN’T be triggered out of HubSpot:
“Reviews.io Email 4 Sent today”
There are so many basic use cases for creating Notes in Workflows, please add it.
And everyone, upvote this other related thread, too: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Ability-to-Create-Notes/idi-p/272405/page/5#comments
I still cant believe this hasnt been added!
Yes please add this functionality, it’s much-awaited!
This is a huge deal actually.
We are trying to integrate with some third party companies that have workflow integrations. I want to create a note when certain events happen, such as a text being sent to the contact. We would want a note to be able to easily create lists downstream of who received X text message.
This is a must-have for us to be entirely within Hubspot.
Upvote - I agree, it would be great to be able to add notes either via import, workflow or some other method.
Big upvote!!
Would make life easier rather than creating specific Notes fields for each tradeshow.
Or losing Notes from overridden imports at tradeshows.
That horrible moment when you google how to do something obvious in Hubspot and then see a five-page-long Community post about it…
Hello. We need this functionality yesterday.
これはぜひ欲しい機能です。
簡単なメモを残したいことは多々あるので、ぜひお願いいたします。