Workflow Automatic Tags User

Marketing & Content Hub Productivity Tools
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1

Hello,
Is there a way to set a workflow that automatically tags/notifies a HS user in every single note created in every single contact file?

Thanks!

2

Hi @AnnCS,

No, this is currently not possible, unfortunately. HubSpot doesn’t have any activity-based workflows, meaning that it’s not possible to trigger a workflow everytime a note is created.

If you want a solution that immediately notifies users about a new note, you’d have to look into third-party automation like Zapier and use the ‘New engagement’ trigger from the HubSpot triggers, followed by an notification action: HubSpot Integrations | Connect Your Apps with Zapier

Alternatively, you could set up your own solution based on the HubSpot API.

Best regards!