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…

Quick update: Create note action is now available in custom object workflows Create note action now includes the ability to “pin” the note. Thanks to everyone for the feedback about how we could improve the action :grinning_face: I’ve made sure all other feedback about visibility and priority of notes on CRM records has been passed along to the appropriate teams.

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

Upvoted. Sometimes a task might not be the best way to remind a colleague of something. A note might be the best solution here. For example, if a client hasn’t spent in 6 months, add a note to the client’s timeline.

Upvoted. This woud be very helpful since we use a different live chat sytem. Seeing the chat transcript for an existing customer in the timeline would be very helpful for our sales team.

This would be so helpful, just to keep a record of something in the client’s portfolio without using a property to keep track of it. Hoping this will be implemented in the future!

Yes please - would be very useful for our internal comms

We need to copy any properties into the “Notes” feature of the tool using workflows.

Yes, and this feature would be even more useful if the worfklow could pin the note to the top of the record (and to associated records). While plenty of data is and should be captured in Properties, sometimes important details can get lost in a sea of properties in the sidebars, especially due to limitations around conditional sections -- see idea to enhance Conditional Sections here. This makes calling out important information or alerts about the record using a pinned note even more important, and it would be helpful to be able to do this in mass and automatically with workflows. Use Case: Automating notes to serve as alerts at the top of associated records, using a workflow that’s triggered by property values in associated records. (For example, if the Customer Success team creates a Ticket that indicates the Customer should not be Contacted right now (maybe they are at risk, or the team is resolving an issue), then a workflow could pin a note as an alert to the top of the associated Company/Deal/Contacts records.

Hi all, consider using snippets instead of automatically adding notes through workflows. We have found the snippet functionality in Hubspot very usefull as you can quick request the “note template” that you desire with a small “#”-hashtag. Hope it solves some of your issues.

Workflow - Ability to Create Notes

Marketing & Content Lists, Lead Scoring & Workflows

scottflanigan March 2, 2023, 6:49pm 53

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Topic		Replies	Views
Automatically add a note to a contact using Private Apps APIs & Integrations contacts	2	1432	August 23, 2023
Automate a pinned note HubSpot Ideas workflows , object	46	11943	September 10, 2025
Add tasks to an existing note HubSpot Ideas tasks	1	881	March 25, 2022
Create a New Note or Log Activity in a WorkFlow Lists, Lead Scoring & Workflows workflows , contacts , lead-flows	27	25782	November 14, 2024
Pin Multiple notes with colored pin in Contact, Company, Deal, or Tickets HubSpot Ideas object	4	1109	October 30, 2023

Workflow - Ability to Create Notes

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