HubSpot Ideas

Cherisse

Adding Notes via Workflows

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record.

Screen Shot 2021-04-19 at 12.03.06 PM.png

 

Example 1: Following a training, we provide our clients incentives. Currently our team manually adds a Note to the contact record of the individual who attended and also associates it with the company record of that individual. The note is the same for every individual that attends, but the incentive differs depending on the training. This helps our sales and support teams know exactly what was offered and when the incentive expires.

 

Example 2: Occassionally we use workflows to fix/update/change properties as we improve our internal processes. For these situations, it would be helpful to include a generalized Note on either the Contact or Company record explaining why the record/property was changed. Especially since we typically delete the workflow after the updates have been made.

66 Replies
amandafann
Contributor

Yes, and this feature would be even more useful if the worfklow could pin the note to the top of the record (and to associated records). 

 

While plenty of data is and should be captured in Properties, sometimes important details can get lost in a sea of properties in the sidebars, especially due to limitations around conditional sections -- see idea to enhance Conditional Sections here.  This makes calling out important information or alerts about the record using a pinned note even more important, and it would be helpful to be able to do this in mass and automatically with workflows. 

 

Use Case: Automating notes to serve as alerts at the top of associated records, using a workflow that's triggered by property values in associated records. (For example, if the Customer Success team creates a Ticket that indicates the Customer should not be Contacted right now (maybe they are at risk, or the team is resolving an issue), then a workflow could pin a note as an alert to the top of the associated Company/Deal/Contacts records.  

 

PHemmingsen
Member

Hi all, consider using snippets instead of automatically adding notes through workflows. We have found the snippet functionality in Hubspot very usefull as you can quick request the "note template" that you desire with a small "#"-hashtag.

 

Hope it solves some of your issues.

DGallegos
Participant

Huge supporter of this idea! 

We are going through a process update and would like to leave a disclaimer/reminder on all of our deals. A task is not appropriate here as the update is not time sensitve, nor does it make sense to have a number of incomplete tasks waiting to be completed. Rather, a reminder pinned to the top of a deal with information to remember. 

 

Love the use case from @amandafann as well.

SylwiaVN
Member

upvoting this idea

KVentura
Member

UPVOTES !!

439025
Member

It should definetly be more than a Nice to Have 

Sbon
Participant

Absolutely critical for us as we need to tag contacts in the notes for use in an attribution platform that we integrate to.

babajee911
Participant

Badly needed to add notes under the contacts/deals through workflow. When a user submits a form or facebook form, we need the comments to be added as a note in the lead which is currently not possible. 

Domenik_Funke
Member

Great Idea, we could really use this cause im lacking this function right now. Upvote!

nweeks
Member

Absolutely wild this is not already a thing...

KarenEDW
Member | Diamond Partner

This would be so helpful!  Any updates on this HubSpot?

GrantYoung
Member

Upvote

GEiselt
Contributor

+1

ernemurphy
Member

Another upvote for this - thank you very much for considering this important functionality to add!

LVodvarka
Member

Agree, this would be super useful.  I'm looking for this to be able to bring in logged contact made from an external system/vendor.  The only way I currently see to do this is via a form fill so the rep can see activity happened externally...

EHartmann
Member

Yes, please! 

LorenzoRicci
Participant | Platinum Partner

Yes please, I don't want to use Webhook or Zapier integration... If we could create it by workflow like task.

eugenio_rossi
Contributor | Platinum Partner

It would be usefull, otherwise we're going to struggle with custom solutions that does not fit at all!...

PBond
Member

This would be very helpful. Right now, a form does not update the "last activity date", so if I could set up a workflow that would create a note when a customer creates a form, that would be an excellent workaround so that a form submission would update the "recent activity date" by creating a note for that contact (since notes update the recent activity date).

theauthenticjp
Member

This should be a requirement. With this level of investment you would think this would come standard as a no-brainer!