We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

HubSpot Ideas

Search HubSpot Ideas or Create Idea
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Status: Idea Submitted
raffa_gaia
Submitted by on ‎Aug 4, 2020 11:01 AM

Ability to use workflow to copy Call Notes into Service Ticket

Currently it is possible to set a workflow to create a service ticket whenever it is detected that a contact has a call note.

However, it is not possible to actually copy the call note itself into the service ticket.

This implies manual work for our customer service team because they have to manually copy and paste the content of the call note into the service ticket.

It would be great if this could be done via workflow.

See more ideas labeled with:
1 Reply
TimWheeler79
Member
‎Dec 21, 2021 1:48 PM

I have a somewhat different usecase, but the idea is still the same. It would be nice to access certain call properties for use in other areas. For me, I'd like to copy the call notes into a contant or deal property.