Automation for Pinned Notes

[SHinojosa3]

Hi,

I am looking for a couple of automations for pinned notes. I'd like to have the ability to pin a note during the import process. If this isn't possible, is there a workaround?

I would also like to have the ability to remove a pinned note after a certain time period. Some notes only need to be pinned for a certain amount of time. If we pin multiple notes, it is a hassle to unpin each note manually. 

Any ideas?

[MrBean]

Checking, is this still a feature limitation? 

[DianaGomez]

Hi @MrBean, 

Thank you for reaching out and for your feedback.

This idea was submitted and here is the idea status. I would recommend upvoting and commenting on your use case, so you're automatically subscribed to the idea. You'll receive notifications when our product team makes a status update to the idea.

Thank you,
Diana

[karstenkoehler · Accepted solution]

Hi @SHinojosa3,

Unfortunately, this doesn't currently seem to be possible. Pinning a note seems to be a pure UI feature, not an activity property.

Other users have already requested this: https://community.hubspot.com/t5/HubSpot-Ideas/Pin-Note-on-Import/idi-p/301509

(The product team reviews these requests based on their popularity. You can help other users find this request more easily by accepting my reply as a solution. I'd appreciate it, too!)

As far as removing the pinned status goes, this would require activity-based workflows which aren't a thing yet, unfortunately.

Best regards!