Workflow - Ability to Create Notes

Right now you only have the abilty to create tasks in workflows.


Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. 

For example someone fills out a form...you want all of that data in a single note so dont have to go look at each field...

10 Comentarios
Colaborador ocasional

I would really love to create notes through a workflow. The main reason I need this is when we enroll a contact in a sequence, it doesn't show up on the ticket they are associated with. I thought I could auto-create a note saying they have been sent the first note of the sequence, but this option is not available.

Colaborador ocasional

Intersting use case.  I actually have a different one, but would love the same feature.

 

Example 1: When making mass edits, we like to put in a note on the contact as to why that information was changed.  We can definitely get the fact that a property was changed, who did it, etc, but we lack the context of why.  If we could create workflow that make the change for all of the appropriate contacts and include an automatic note on the contacts that were touched saying why, that would be awesome.

 

Example 2: We have automatic workflows that change properties on contacts.  Sometimes those workflows change over time.  As such, it would be great to add a note to an affected Contact explaining why the workflow made the decision it did based on the current rules that the workflow had at the time.  This way, when we go back through old contacts, it would be more clear as to the circumstances of the action vs. looking at an updated workflow that no longer works the same way.

Occasional Contributor | Gold Partner
Occasional Contributor | Gold Partner

Yes, all those are great use cases!


We need a way to "log" some type of history or action for a contact record.

Colaborador ocasional

This would be great. I am wanting to create a workflow that will move a ticket to our "Pending Agent" status after it has been sitting in specific statuses for a period of time and would like to add a note to inform that agent to review the ticket. This would help to keep tickets moving but making sure that the agent knows why the ticket was moved.

Colaborador habitual

Creating a note via a workflow would be very helpful so it's easy for the sales reps to see any notes in the activity and don't need to manually put a note in for each contact. This should be doable for all sections contacts, companies, deals, etc. 

Colaborador habitual

We need this as we send automated emails through workflows which only show on the contact record, not the company record. It would be useful to be able to create a note on the company record advising they have been sent the email.

Colaborador habitual

Sharing a use case on behalf of a customer:

 

It would be great to have the feature to add notes to object records via workflows. This would improve the ease of using HubSpot together with other apps that are feeding information into the CRM and updating records. If integration platforms like Zapier aren't able to create an engagement on the activity feed for those integrations, at least having a "create a note" workflow action can be used to post information stored on the contact record on the activity feed. 

Colaborador habitual

There are so many use cases that I can imagine are not possible right now because this feature is missing.

 

Somewhere else on the HubSpot forum someone mentioned that they hired a developer for $200 to fix it (Create a New Note or Log Activity in a WorkFlow). So it doesn't seem like something that is impossible or even hard to add to the suite.

 

Please consider it.

Colaborador ocasional

This would be great for us, too. When someone submits our 'contact us' form, with their message/inquiry, I want to copy that info to a note on a contact's record so sales can see it.

Colaborador habitual

This would definitely be beneficial. Our sales team has asked that we stop the sync of activity updates from flowing into Salesforce, but there are specific emails that some salesman like to see in their feed. This is something we could put into the "notes" section through a workflow.