Automate a pinned note

ZFRE

I'd like to create a task, or deal or anything that can be automatically pinned to the top of a contact record from a worfkflow without having to manually pin the note within the record.

11 Replies
Cagla01
Member

I totaly aggree. Also it would be great if we could create a note and pin for a group of contact in a list by "more" actions on the top.

eipeacoc
Member

I agree too. +1

miikkaj
Participant

We have the need to create (pinned) notes with automated workflows. Please enable this! 🙂

tosh
Member

This would be fantastic functionality!!!!! Let's do it Hubspot.

alfgar
Member

+1

Devon
Participant

Great idea, please look into this Hubspot.👍

mauricegimbel
Member

+1

dben
Member

This would also be great to expose via the API. I would like all my sales automation software pin a note with custom text data about a company/deal so that my salespeople don't have to look up that info externally. Not being able to pin it means it'll get lost in the activity noise and not be handy when they need it quickly.

Lilian_Mantilla
Participant

+1

Rachel_KL
Participant

Pretty please HubSpot, can you make this happen? I have a workflow written to generate a task when deals meet a certain criteria. I need the ability to pin this task to the top via a checkbox or some other toggle/setting in the workflow.

graceotaiza
Participant

+1