HubSpot Ideas

nathanparis

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...

HubSpot Updates
Not Currently Planned
April 27, 2021 06:09 AM

Hi everyone,

 

I'm the Group Product Manager for our Automation Product Group here at HubSpot. I wanted to follow up on this particular idea, as we had reviewed it, but have no current plans to work on it.

 

We are constantly reevaluating our roadmap and could consider this in the future. If or when we do, we will follow up here and let you all know.

 

Best,

Jesse

Being Reviewed
May 18, 2020 01:02 PM

Hi Everyone,

 

I'm Jesse Tremblay, Product Manager for our Automation products here at HubSpot. Thank you for all your feedback on this idea. It's really helpful for us to understand the various use-cases.

 

While we don't have anything specific to solve for this use-case, we are going to review this idea. We will update this thread once we make a decision on priority. Thanks for your patience & input here.

 

Best,

Jesse

107 Replies
MaorL
Participant

Need that ASAP

Also add the ability to @ someone in the workflow

TommasoSpagnoli
Participant

Bump

aalthaus_revriv
Participant | Elite Partner

Exciting news, HubSpot users! We’re thrilled to introduce Notes+, your new sidekick in crafting crystal-clear context for your HubSpot records.

🎯 Why Notes+?

  • Curated Context at a Glance: Empower your team with the right information, right when they need it. Notes+ allows you to curate essential details, ensuring your team has instant access to the context they need!
  • Automated Note Creation: Seamlessly integrate note-creation into your workflows, across Contacts, Companies, Deals, Tickets, and Custom Objects!
  • Stylish & Clear Communication: Enhance your notes with markdown formatting, making them not only informative but also visually appealing!

Check out Notes+ in the App Marketplace to get started.

 

🙏 A huge thank you to our community for your support and enthusiasm. We're excited to see the amazing ways you'll use Notes+!

PSterkenburg
Contributor

+1000 to this! Having to go through the API is just cumbersome and eats time and resources.

Reshma_Virani
Participant | Diamond Partner

Extremely crucial!

SarahX
Contributor

How are we going with this one in 2024? Is it on the road map yet? Seems like it is posible if others have solved it with developers and apps. Could we please havi it as part of the everyday workflow functionality?

LWest0
Contributor

We currently utilize in two (+) pipelines. When one deal closes in our "deals" pipeline it is essentially cloned into a "post sales" pipeline. We want to be able to copy over notes from one pipeline to the other. Please consider prioritizing this.