+1
would be very-very helpful
+1
would be very-very helpful
UP VOTEEEEE WOW
It’s amazing to me that this idea has been on here for so long. It’s such a basic thing and it would come in handy in so many cases. It’s so useful I was going to try to figure out the custom code solution but I don’t have operations hub pro. It’s all these little issues that add up to make Hubspot frustrating to use.
Hubspot support could you provide any insight into if this is on your roadmap??
Hi everyone,
We’ve created an app that enables you to create notes via a workflow. There’s a 5-day free trial so you can see for yourself easily. You can create notes to any record: deal, contact, company, custom object and tickets.
Install it here: HubSpot Marketplace
or here directly: https://www.thrive-digital.com.au/create-notes-hubspot-workflow
There has to be a way to mass add and even pin a note to contact records. I know currently it’s not possible on the Contacts screen, and I know I can do it by exporting the list, adding a note column and then re-importing but that’s annoying. I see that we can now add a task off a workflow…hoping that functionality will soon be available to add a note and even have the option to Pin it at the top. Something like “Attended XYZ event” Any ETA on this given the high level of upvotes?
This would be super helpful for my team as well. Notifications get lost easily, and we try not to flood properties.
@JWarren8 would love some assistance with this code as it is not working for me!
Super needed! That could save us some time n doing it manually!
still waiting ^^
If you’re not using pinned notes what are you even doing in a CRM. We need this amazing HS product team!
I was just looking at Hubspot app integrations in Workflows and found two apps that allow for note automation but they cost or will cost after a certain amount of notes are created. It would be lovely if Hubspot provided us with this feature inside the system without using/paying a third party.
+1
Does anyone have an alternative in the meantime?
In response to the question “Does anyone have an alternative in the meantime?”, you can add tasks that aren’t assigned to anyone. That does pretty much the same job as a note, although psychologically it’s unsatisfying.
The ideas presented here are awesome and make a very strong case! However, they are not the reason I am upvoting this. When using forms, the message section goes to Membership Notes (a Hubspot Property). This property is difficult to find and see. I aim to use a Workflow to copy the message into the Notes section so it is easier to see by the owner/agent.
Hey @MGonzales2 you can do that with our app here: HubSpot Marketplace
Or with custom code if you’re using ops hub pro. Shoot me a DM if you’d like to know more.
This would be super useful. Hope it happens soon!
Kind regards
Shaun
Seeff
i need this feature also
This would be also good for deals and tickets. Upvoting ![]()
this is available from other apps but i would really like to limit our number of integrated applications! and we sorely need this.