Add note actions for workflow enrollment and re-enrollment triggers

It would be a great addition to workflows if there were a feature for an enrollment trigger for when notes are added to contact, company, deal, or ticket records. Currently, there are activity triggers for "call notes" and "task notes" being added/updated, but these don't allow for automatic re-enrollment. Additionally, these triggers don't include a standard note being added to a record. If there were a trigger for that, and it allowed for automatic re-enrollment, it would be a great addition to the workflow tool.

HubSpot updates
1 Reply
Occasional Contributor

Indeed, this would be a nice addition - we were used to send a meeting report to slack in pipedrive via notes - allowing a local sales team to be updated on everything.