Workflow - Ability to Create Notes

nathanparis

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...

74 Replies
KarenEDW
Member | Diamond Partner

Looks like people are doing this through webhooks and users want this functionality.  I see requests back to 2017.  What do we need to do to raise this up the queue especially since others are having to use work arounds like webhooks etc. ?

 

madelinecooper
Member

I would LOVE this feature, and would use it a LOT. When someone submits a form and their enquiry then gets added to a pipeline, it'd be so helpful to have all the info they've sent summarised in a note. 

desilvakai
Member

This definitely needs to be included in workflow abilities. Creating any sort of engagements on a record.

kkbockin
Participant

Looking for a solution to this for our Salesforce integration. I want to sync notes into the contact activity log in SFDC without creating a task (annoying to sales) and without replacing an existing notes field in Salesforce.

amandafann
Contributor

+1 to add notes to Tickets via Workflow. I was able to workaround this using Zapier to create the note, but ideally this would be done in Hubspot. 

NicolasDinouard
Member

We also would like to have an automated note creation with already content within a workflow 
Would be very appreciable. Thanks. 

Imai
Member

Crazy to think that this is not available still.

TomPfaff
Member

This would be an elegant solution for storing data outside a property.

TimWheeler79
Member

This is a fundamental automation feature that allows activity to be documented more thoroughly.

MJørgensen
Member

Please add this feature

GMoineville
Member | Diamond Partner

This would be such an helpful feature for most customers 🙏

TRAMA
Member

Please add this feature!

ThaisCampbell
HubSpot Employee

This is an amazing idea!

Uusteri
Contributor | Diamond Partner

Great Idea! Hope to have the possibility  to create notes from the workflow tool sooner or later 🦊