Tips, Tricks & Best Practices

Dan1
Guide

Unlock the power ⚡️ of HubSpot notes!!

Hi All, 

 

We discovered this hack a couple of months ago. We hadn't realised how powerful HubSpots search functionality is across notes. With this discovery we started to use Hashtags, to help find certain information faster. 

 

Our best use case of this has been how we now ensure product feedback is recongnised with a hashtag so that it's easily searchable in HubSpot and any team member can use it. 

 

I have put togther a short video below detailing how this works: 

 

 

I hope this helps you and your team. 

 

Kind regards,  

 

Dan Currin 

 

Co-Founder 

 

OrgChartHub 

GeoMapper 

 

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 

Dan1_0-1648650130918.png

 

 

11 Replies 11
CarrieGallagher
Participant | Platinum Partner
Participant | Platinum Partner

Unlock the power ⚡️ of HubSpot notes!!

Nice hack, Dan! Thanks for sharing 🙂

Dan1
Guide

Unlock the power ⚡️ of HubSpot notes!!

Thanks @CarrieGallagher , I hope it helps 🙂 

0 Upvotes
Brucey
Participant | Diamond Partner
Participant | Diamond Partner

Unlock the power ⚡️ of HubSpot notes!!

That's sweet. As you said Dan, I knew Notes was searchable, but hadn't come across a use case to make me consider it deeply. I have now. And you helped me solve it. A great humpday result.

Dave @ Brucey | Industrial Marketing
Dan1
Guide

Unlock the power ⚡️ of HubSpot notes!!

Biggest win in this particular use case is that it brings together two business functions within HubSpot. Always a good idea to stay in the good books of the product team 🙂 

0 Upvotes
EMedina48
Member

Unlock the power ⚡️ of HubSpot notes!!

Great post! Definitely going to use it

Dan1
Guide

Unlock the power ⚡️ of HubSpot notes!!

Glad it helped @EMedina48 , happy hashtagging 🙂 

0 Upvotes
Jnix284
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

Unlock the power ⚡️ of HubSpot notes!!

I've used unique words to remember a note before to access via search, but never thought about using a hashtag, thank so much for sharing this!


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

Dan1
Guide

Unlock the power ⚡️ of HubSpot notes!!

Thanks @Jnix284 , glad it might have helped in a small way 🙂 

GeorgeBThomas
Guide | Elite Partner
Guide | Elite Partner

Unlock the power ⚡️ of HubSpot notes!!

This my friend get you a whole pan of brownies!

I love it and will be using this in the future.

George B. Thomas

HubSpot Helper & Owner

George B. Thomas, LLC

(252) 656-5950 | (330) 232-6117
george@georgebthomas.com
www.georgebthomas.com
Dan1
Guide

Unlock the power ⚡️ of HubSpot notes!!

Thanks @GeorgeBThomas brownies for everyone 🙂 

TiphaineCuisset
Community Manager
Community Manager

Unlock the power ⚡️ of HubSpot notes!!

Thank you for sharing @Dan1 this is great! 🙂


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