Create a New Note or Log Activity in a WorkFlow

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Occasional Contributor

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.

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Accepted Solutions
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Solution
HubSpot Employee

Hey @Wilco,

Thanks for the question!

This feature is not currently possible in HubSpot, but you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas.

 

One potential workaround is to create a custom contact property that you can choose to seet in a workflow.  I know it's not a perfect or ideal option, but depending on the information that you're looking to apply to a contact record, it might work for you.

 

Thanks,

Brett

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Solution
HubSpot Employee

Hey @Wilco,

Thanks for the question!

This feature is not currently possible in HubSpot, but you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas.

 

One potential workaround is to create a custom contact property that you can choose to seet in a workflow.  I know it's not a perfect or ideal option, but depending on the information that you're looking to apply to a contact record, it might work for you.

 

Thanks,

Brett

View solution in original post

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Occasional Contributor

I hired a programmer from UpWork to add this for me for $200. Seems like it would be really simple to add this in the system. I've posted it for an idea as well. Appreciate the feedback.

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Occasional Contributor

Hey Wilco, I'm looking to do the same thing. I'd be interested in the process required to do this. Would you be willing to share?

0 Upvotes
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Occasional Contributor

Sure. I used a freelancer from UpWork. Not sure what he did but here is his profile: https://www.upwork.com/o/profiles/users/_~01ee19aac371f0f19a. He did a great job for me and apparently it's quit easy to do for him.

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New Contributor

What did this freelancer do for you? did he help you add notes to contacts via workflow? I'm interested in doing the same thing

0 Upvotes
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Regular Contributor

I'm not the person who hired them, but my guess is that they would have done it using the API.

0 Upvotes
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New Contributor

We've implemented something like this at our agency, too.

 

The solution we implemented at our company was:

  • Create a new workflow
  • Do whatever you need on the workflow
  • "Trigger a webhook" action in the workflow
    • The trigger should go to a server of your choice (We use Google Cloud Functions, GCF), and have that GCF
  • On that server, your code should leverage the hubspot Engagement API (https://developers.hubspot.com/docs/methods/engagements/create_engagement) to attach a note, meeting, etc, to the appropriate contact, deal, company, whatever. 

 

Hope that helps. 

0 Upvotes
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New Contributor

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

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Regular Contributor

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..).

0 Upvotes