Automate a pinned note

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.

9 Replies
Occasional Contributor

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.

New Member

I agree too. +1

Occasional Contributor

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

Occasional Contributor

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

New Contributor

+1

Occasional Contributor

Great idea, please look into this Hubspot.👍

New Member

+1

New 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.

New Contributor

+1