We recently started using Hubspot as our CRM system.
I am a sales rep who loves taking notes from all meetings and correspondance. I do that on an iPad. I´ve used Apple Notes, GoodNotes and Notability.
Is there a note-taking app that can integrate, or in a way communicate with Hubspot? I envision an option in whatever note I am writing that allows me to attach the note to a contact or an account by search/recents/list view.
That's what I thought, @SAasan. Unless there's an obscure listing on the HubSpot App Marketplace or anywhere else that can't be found with common search terms (e.g. notes, OCR), then there probably isn't any ready-made integration for that right now.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I just tried it. It has very limited functionality, and I can´t take notes with my Apple Pencil, which is what I am using. Theres no handwritten type note-taking in that app, just note-taking with a keyboard. Afraid Notejoy doesn´t cut it unfortunately..
If your notes are usually structured text, you could also use an OCR tool or iPad app to turn your notes into text that you can then copy and paste into the HubSpot app as a note.
It doesn't look like there's any app that automatically converts handwritten notes into text and syncs them into HubSpot, unfortunately.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer