Sales Hub Tools

PlanetPluto
Participant

Pipeline Automation

SOLVE

I have Sales Hub Starter with limited pipeline automation.

 

I can have auto task generation when moving stages but I was under the impression that I could also create a note. I can't see that.

 

Was I misinformed?

 

Thanks

Jeff

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Pipeline Automation

SOLVE

Hi @PlanetPluto,

 

Yes, you unfortunately were. HubSpot does not support creating notes via workflow. There are some extensions on the app marketplace which I'm fairly sure require the full workflow builder info Professional subscriptions.

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Adding-Notes-via-Workflows/idi-p/429215

 

The product team reviews these requests based on their popularity; I'd recommend upvoting and commenting.

 

You can also make it easier for others to find the request (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Pipeline Automation

SOLVE

Hey @PlanetPluto 

you can create a Task with a Note

but not just a note.

Screenshot 2024-06-13 at 13.52.18.png

Notes are only created manually, imported or by API.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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Did my post help answer your question? Mark this as a solution.

View solution in original post

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2 Replies 2
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Pipeline Automation

SOLVE

Hey @PlanetPluto 

you can create a Task with a Note

but not just a note.

Screenshot 2024-06-13 at 13.52.18.png

Notes are only created manually, imported or by API.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Pipeline Automation

SOLVE

Hi @PlanetPluto,

 

Yes, you unfortunately were. HubSpot does not support creating notes via workflow. There are some extensions on the app marketplace which I'm fairly sure require the full workflow builder info Professional subscriptions.

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Adding-Notes-via-Workflows/idi-p/429215

 

The product team reviews these requests based on their popularity; I'd recommend upvoting and commenting.

 

You can also make it easier for others to find the request (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes