Tips, Tricks & Best Practices

JNo
Participant

Associating Notes to Calls or Calls to Notes

SOLVE

Hi there, 

 

I am new to HubSpot and have been googling/researching in the Academy if there is a way to Associate a Note to a Call.  I'm having trouble finding an answer to this that works and I'm not sure if it's because I'm searching for the wrong terms or Phrases.  But essentially, I'd like the "Calls" Object to show up in the "Notes" "associated with" dropdown options. 

 

Is this possible?

 

Screenshot 2025-03-04 at 1.43.37 PM.png

Thank you in advance!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associating Notes to Calls or Calls to Notes

SOLVE

Hi @JNo,

 

No, this is currently not possible. There aren't options to associate activities with activities, only activities with records.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associating Notes to Calls or Calls to Notes

SOLVE

Hi @JNo,

 

No, this is currently not possible. There aren't options to associate activities with activities, only activities with records.

 

Best regards!

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
JNo
Participant

Associating Notes to Calls or Calls to Notes

SOLVE

Ah, thank you for the quick reply and saving me more research time, Karsten!

0 Upvotes