Lists, Lead Scoring & Workflows

Wilco
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

Is there a way to create a New Note or Log an Activity for a Contact in a workflow? It would seem this should be easy but I could find an anwser anywhere. 

 

Thanks for any guidance.

2 Accepted solutions
PSterkenburg
Solution
Contributor

Create a New Note or Log Activity in a WorkFlow

SOLVE

@AP2024 it was released 2 days ago 🙂

View solution in original post

0 Upvotes
SkeeStylus
Solution
Top Contributor | Partner
Top Contributor | Partner

Create a New Note or Log Activity in a WorkFlow

SOLVE

Good news everyone this is indeed in public BETA and scheduled for live release November 20th.  Here's the Knowledge Base Article on it.  

 

What is it?

You can now automatically create notes using the new "Create note" workflow action.

 

Why does it matter?

Notes are a versatile tool for adding important context to records, highlighting key information, or summarizing changes for your team. With the new "Create note" workflow action, you can now automate the addition of notes to records as part of any process. For instance, when handing a customer off to the onboarding team, you can use a workflow to automatically add a note summarizing the information gathered during the sales process. Any data from the workflow can be included in the note body, including enrolled record properties, associated record properties, and workflow run time data like action outputs.

 

How does it work?

To use the action, create a new workflow and set up your trigger.

  • Search workflow actions or view the CRM action category to find the "Create note" action
  • Select the action and draft the note body
  • Add personalization tokens from the enrolled record, associated record, or workflow action outputs to the note body as desired

The workflow automatically associates the note with the enrolled record.

 

Who gets it?

Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise


Small Juan Headshot HubSpot CommunityJuan C. Perez

HubSpot Enthusiast | Certified Implementation Specialist
Subscribe to weekly product updates in 3 snack-sized bitesBook A Meeting Icon

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View solution in original post

0 Upvotes
27 Replies 27
SkeeStylus
Solution
Top Contributor | Partner
Top Contributor | Partner

Create a New Note or Log Activity in a WorkFlow

SOLVE

Good news everyone this is indeed in public BETA and scheduled for live release November 20th.  Here's the Knowledge Base Article on it.  

 

What is it?

You can now automatically create notes using the new "Create note" workflow action.

 

Why does it matter?

Notes are a versatile tool for adding important context to records, highlighting key information, or summarizing changes for your team. With the new "Create note" workflow action, you can now automate the addition of notes to records as part of any process. For instance, when handing a customer off to the onboarding team, you can use a workflow to automatically add a note summarizing the information gathered during the sales process. Any data from the workflow can be included in the note body, including enrolled record properties, associated record properties, and workflow run time data like action outputs.

 

How does it work?

To use the action, create a new workflow and set up your trigger.

  • Search workflow actions or view the CRM action category to find the "Create note" action
  • Select the action and draft the note body
  • Add personalization tokens from the enrolled record, associated record, or workflow action outputs to the note body as desired

The workflow automatically associates the note with the enrolled record.

 

Who gets it?

Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise


Small Juan Headshot HubSpot CommunityJuan C. Perez

HubSpot Enthusiast | Certified Implementation Specialist
Subscribe to weekly product updates in 3 snack-sized bitesBook A Meeting Icon

Was was this helpful? Great, mark it as a solution.



0 Upvotes
PSterkenburg
Solution
Contributor

Create a New Note or Log Activity in a WorkFlow

SOLVE

@AP2024 it was released 2 days ago 🙂

0 Upvotes
AP2024
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

This Idea is seven years old, has over 100 upvotes, and is such an obvious and simple feature request! It makes me question if anybody actually reviews this forum.

 

HubSpot, please add Notes as an option to Workflows!

0 Upvotes
PSterkenburg
Contributor

Create a New Note or Log Activity in a WorkFlow

SOLVE

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

0 Upvotes
RebeccaAM
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

We could absolutely use this! I do see there are 2 different apps I can integrate, but neither allows us to have any formatting for our notes.

0 Upvotes
AnnaPietka
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

Super needed! That could save us some time n doing it manually!

0 Upvotes
Crustacean
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

It's rediculous that this is avaliable with a third party integration or by using the api but it isn't in the regular workflow editor. Seems like it should be easy to add and lots of customers have been asking for it for 5+ years. If you need more people on your team implimenting features like this find me on linkedin and I'll fix it myself.

0 Upvotes
Bürobert
Contributor

Create a New Note or Log Activity in a WorkFlow

SOLVE

Another—in my opionion—essential feature. I can not see any technical or design-wise reasoning why this feature is not desirable.
Oh well, we met again my old friend Zapier. Catch some webhooks then...

0 Upvotes
Thrive
Contributor | Elite Partner
Contributor | Elite Partner

Create a New Note or Log Activity in a WorkFlow

SOLVE

This is now possible with Ops Hub! Ping me if you need any help with this. 

0 Upvotes
GabrielSaleh
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

Hi, could you explain how it works? Thank you!

0 Upvotes
claudiaalbasi
Participant | Diamond Partner
Participant | Diamond Partner

Create a New Note or Log Activity in a WorkFlow

SOLVE

Hi, could you explain how it works? Thank you!

0 Upvotes
Thrive
Contributor | Elite Partner
Contributor | Elite Partner

Create a New Note or Log Activity in a WorkFlow

SOLVE

I'll send you a message.

0 Upvotes
07252
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

Almost 6 years later and still not a function unfortunately. Would be really useful to see this added. 

JLoomis
Contributor

Create a New Note or Log Activity in a WorkFlow

SOLVE

Please add this as a feature. Would make it so much easier to be able to track process right within a record through workflows without having to manually create notes. Thank you!

amandafann
Contributor

Create a New Note or Log Activity in a WorkFlow

SOLVE

@test12345 Here's a screen shot of my basic Zap steps to add a Note to new Tickets:

 

amandafann_0-1636748728437.png

1) Trigger: new Ticket is created in Hubspot

2) Filter: add your criteria (I only added my notes to a new Tickets in a specific pipeline)

3) Action: Create Engagement in Hubspot. Engagement Type = Note. Add your Note body (bonus: add html to format your note).

I only needed to associated the Note to the new Ticket, so under "Id's of the ticket objects that should be associated with engagement", just add your Ticket ID retreived in Step 1. 

 

Hope that helps.

 

amandafann_1-1636748884433.png

 

 

MMutsaerts
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

Although, this should definetly be a standard function in Hubspot I found it to be easily done with Zapier. 

 

With zapier you are actually able to ad an activity to the workflow, and there you can add a note. I hope this would help some here! 

amandafann
Contributor

Create a New Note or Log Activity in a WorkFlow

SOLVE

I agree with @MMutsaerts! Although it would be nice to do thisin a HS workflow, I was able to easily add Notes using Zapier.  

0 Upvotes
test12345
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

Hey @amandafann ! Can you link the zapier integration you used for this?

0 Upvotes
Sbon
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

Absolutely need this, seems like it would be quite simple since you can already create tasks via workflows (which is much more complex).

bcarter
Participant

Create a New Note or Log Activity in a WorkFlow

SOLVE

This absolutely needs to be a thing!

 

Have contact forms to create data in a ticket but not user friendly to view this as a property.

 

Would be far better served as a note where it is clear (although ideally not editable..).