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