Create Notes for Workflows
Adding notes to records through workflows.
Krav
HubSpot-abonnement Fungerer med all HubSpot-planer Få mere at vide Tilladelser til HubSpot-konto - Se de nødvendige kontotilladelser
Create Notes for Workflows abonnement - Free, Tier 2, Tier 3 eller Tier 4 planer
Oversigt
1/4
Do you have key information that you need to add to your records as a note? With this plugin, you can create a note through workflows on any standard CRM object using the triggers of your choice. You can use the personalisation tokens from any object to customise the notes.
Funktioner
Trigger note creation on any object
Use any standard object workflow to create a note and add it to the record, using all available triggers.
Customise the note using tokens
Add personalised information to the note from the object that you’re enrolling into the workflow.
Appfunktionalitet
Delte data
Notes |
Anmeldelser
3,8
11
3,8
11
- 9. dec 2024
Utroligt hjælpsom.
Det giver os mulighed for nemt at tilføje kontekst til CRM-objekter ved hjælp af automatisering. Det er ret utroligt, at det ikke har været på plads tidligere, men jeg er glad for, at det er her nu.
Tilføjer automatisk kontekst til CRM-objekter.
Kan ikke fastgøre den oprettede note til toppen af aktivitetsfeedet.
Hokanson, S.
- 25. jul 2024
Fixes my problems in a satisfying way
Does what it's supposed to do, but i would like to see an option of adding the notes to several objects at the same time. You have to create different workflows if you want notes to be associated to multiple objects. It would also be cool if you could choose if the note should be pinned or not using the automation.
We use it to create a note from properties filled in by our sales team, so the information is easily accessible for everyone.
Easy to use, you can use personalization tokens from associated objects to enrich the notes.
Limited to only adding notes to a single object at a time, no feature to pin notes directly from the automation.
Brekstad, A.
Teknologi – software - 26 til 50 medarbejdere
Priser
Free
0 US$
Up to 1,000 actions per month
Free
0 US$
Up to 1,000 actions per month
* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 03.09.2025
Flere oplysninger
Udviklet af - Hubstart
Installeringer - 700+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
Mest populær
Gmail
Bring HubSpot to your inbox with the HubSpot integration for Gmail.
