Add a note in deal / contact through a Workflow

[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...

[Nickolas_Bayt]

Heavy necro incoming.

This feature would be amazing to have, I need to log data sent via enternal sources and I rather create a note on the timeline rather than a task assigned to no one.

Thanks,

~Nickolas

[AlexandreSch]

In contact / deal / ticket it would be great to have an option to add notes through Workflow. 

We have a couple of workflows that ends in an "issue" bucket, due to various information that are missing or actions that have not been taken in a timely manner. 

At the moment we have created a property with what the issue is. But would be great to have an option to add a note so we can keep track of it. 

[GrumpyHippo]

Fair enough @SkeeStylus 

We are a small UK based fintech company. Under UK Consumer Duty regulation we must identify potential vulnerabilities in customers that may impact their ability to make sound financial decisions. Examples include bereavement, illness, poor literacy/numeracy skills etc.

In addition to identification through manual interaction, we auto-identify some potential vulnerabilities via survey responses or behavioural events. This information gets recorded in a multi-select property on the contact record.

While the information in the property is useful for lists, workflows etc it is inevitably buried within the contact record with no way to use it as a visual cue to our Customer Success Team that they are dealing with a customer previously identified as potential vulnerable.

The Notes Workflow automation could potentially be a solution for this visual cue, but to my mind we need:

1. Ability to pin the note and make it visible independently of which tab is being used in the center pane containing the activity record for the contact. Having it just within the notes section is not sufficient (see first image)
2. Ability to format the note via colour scheme and/or icons such that different types of note or severity of a note can be easily identified. Something akin to what JIRA have when creating an issue (see second image)
   
   

[GrumpyHippo]

Fair enough @SkeeStylus .

We run a regulated financial services business in addition to a non-regulated software business. Under UK Consumer Duty regulation we are obliged to identify vulnerabilities in customers which may affect their ability to make sound financial decisions. These vulnerabilities include things like bereavement, financial stress, poor literacy/numeracy etc.

We identify various vulnerabilities automatically based on consumer behaviour, survey responses etc and auto-update a Hubspot contact property based on these vulnerabilities. While the property is useful for lists, workflows etc, it is inevitably buried among a host of other information on the contact record with no way to really highlight it. So what I am requesting is the option to use notes to give a more visual cue to our Customer Success Team when they are interacting with such customers.

In order to achieve this, I believe notes should:

i) be able to be pinned and visible across all activity record tabs, not just when you click on notes (see first image)

ii) be configurable in terms of colours and icons to reflect different types of notes or levels of severity - perhaps something along the lines of what JIRA offers (see second image)

[JTolley]

I wanted to share my workflow automation that I've made - Daeda Notes

I was getting frustrated that no existing workflow app had everything I wanted, so I put it all into here:

• Rich text formatting
• The ability to pin notes (!!)
• Owner selection
• Image notes, that take a url and pop it straight into the note so you can easily see all images.

If anyone has any other ideas, I'd love to here them!

[Shuler]

I am so happy we got notes in the workflows after all this time! Thanks team!

[SkeeStylus]

@GrumpyHippo it might be helpful to share more of your use case. I find that it helps the product team to understand the need.  Remember they're developers and coders not HubSpot admins and rely on our feedback to understand and prioritize need.  

[CMarritt]

I agree with GrumpyHippo, this is good start but without being able to pin notes they will most likely get lost in the activity feed against a record

[SkeeStylus]

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

[GrumpyHippo]

Good to see this at last but REALLY need to be able to pin notes and
ideally distinguish "warning" notes from "information" notes.

[hubmetropolis]

It looks like this is live in Beta... but I still can't see the workflow action

[NLaze]

Upvoting this - really needed feature!

[MCharlanes6]

+1

[SMacRuary]

+1

[Mattheus]

Would be very nice to automatically create a pinned note on each company to have the BANT / general information snippet ready to be filled in. Especially with the AI feature to get proposals for property information from notes.

This increases both process consistency and efficiency.

[ABondaryev]

+1

[ammandasg]

+1

[AVChrista]

Would still love for this feature to be possible!

[EAmoroso]

+1 on this being a native action instead of using a marketplace app

[BecksPloeg]

Yes - we really need this. Another upvote

[GrumpyHippo]

Being able to pin is a start but not all notes are created equal. Ideally would also have option to style with say colouring in order to highlight potential warnings and given that notes themselves don't stand out very much on records, would also like option to always have visible in some place at the top of the record, as opposed to having to go to the notes tab.

Maybe this doesn't need to happen with notes, but enable us to style certain fields and populate in top left of record below the communication options