Adding Notes via Workflows

[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...

[ASteele9]

Can we please have this ability to create notes in a workflow and personalise with property fields on a Deal would be amazing !!!

[AReinhart]

@LVasiliuThe task could be to copy the task information into a note. 🤣

[lucilleli2511]

We need this feature NOW 😭 thank you!

[LVasiliu]

This feature would be a welcome addition, I do not want to have to create a task as a workaround.

[DerekVest]

I wanted to use a workflow to copy the content of a note to a property that I could display on the deal tile.

We have a Quick Update property to make it easy to see a short status on all of our current deals but each update essentially deletes the history. If we could use a Note, then copy the contents of the Note to a Property, I could have both a history as well as the easy view on the Deal board.

[ThaisCampbell]

Ipvoting this idea!! 🤗

[CKrohn]

Please, please add this!
We need to be able to update on a company level on what workflows a contact associated with the company have been enrolled in.
An example:
- In a contact workflow I send an email to all contact persons of this company.
- When the email is sent, I want to create an activity on the company timeline where I write who was emailed in this workflow.

[Maragosta]

Any news HubSpot ?? This is major improvement and doesnt seem so complex. Thanks!

[liam42]

+1

[TomasKristiansn]

Any updates on this??

[Trevor2]

Up vote for sure

[TatsuyaM]

これはぜひ欲しい機能です。

簡単なメモを残したいことは多々あるので、ぜひお願いいたします。

[glenn_h]

Hello. We need this functionality yesterday.

[HelenHachtel]

That horrible moment when you google how to do something obvious in Hubspot and then see a five-page-long Community post about it...

[lhoffman]

Big upvote!!

Would make life easier rather than creating specific Notes fields for each tradeshow.

Or losing Notes from overridden imports at tradeshows.

[Jpieps]

Upvote - I agree, it would be great to be able to add notes either via import, workflow or some other method.

[tannerm123]

This is a huge deal actually.

We are trying to integrate with some third party companies that have workflow integrations. I want to create a note when certain events happen, such as a text being sent to the contact. We would want a note to be able to easily create lists downstream of who received X text message.

This is a must-have for us to be entirely within Hubspot.

[Maragosta]

Yes please add this functionality, it's much-awaited!

[CMarritt]

I still cant believe this hasnt been added! 

[Justin_Anderson]

The use case I would love this for is making a dummy record to note that an email was sent from another system, for emails that CAN'T be triggered out of HubSpot:

"Reviews.io Email 4 Sent today"

There are so many basic use cases for creating Notes in Workflows, please add it.

And everyone, upvote this other related thread, too: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Ability-to-Create-Notes/idi-p/272405/page/5#...

[adamhopkins]

Great idea, would love for this functionality to come to fruition.