Workflow - Ability to Create Notes

[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...

[deegeetee]

Do I need an update to have a workflow create a note. I'm not seeing it as an option for a workflow's New Action (rt side image). Thanks.  

[LWest0]

We currently utilize in two (+) pipelines. When one deal closes in our "deals" pipeline it is essentially cloned into a "post sales" pipeline. We want to be able to copy over notes from one pipeline to the other. Please consider prioritizing this. 

[SarahX]

How are we going with this one in 2024? Is it on the road map yet? Seems like it is posible if others have solved it with developers and apps. Could we please havi it as part of the everyday workflow functionality?

[Reshma_Virani]

Extremely crucial!

[PSterkenburg]

+1000 to this! Having to go through the API is just cumbersome and eats time and resources.

[aalthaus_revriv]

Exciting news, HubSpot users! We’re thrilled to introduce Notes+, your new sidekick in crafting crystal-clear context for your HubSpot records.

🎯 Why Notes+?

• Curated Context at a Glance: Empower your team with the right information, right when they need it. Notes+ allows you to curate essential details, ensuring your team has instant access to the context they need!
• Automated Note Creation: Seamlessly integrate note-creation into your workflows, across Contacts, Companies, Deals, Tickets, and Custom Objects!
• Stylish & Clear Communication: Enhance your notes with markdown formatting, making them not only informative but also visually appealing!
  
  

Check out Notes+ in the App Marketplace to get started.

🙏 A huge thank you to our community for your support and enthusiasm. We're excited to see the amazing ways you'll use Notes+!

[TommasoSpagnoli]

Bump