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Create Notes in Workflows

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App

Create Notes in Workflows

Create Notes Automatically in Workflows

Udviklet af
T&H Digital
Installeringer
500+ installationer
Rangering

5(2)

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Krav

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Create Notes in Workflows abonnement
Easy Pricing plan

Oversigt

Our HubSpot app is designed to simplify the note-taking process for HubSpot users. With this app, users can easily create notes and attach them to contacts, companies, and deals, all with precise settings to ensure accuracy and relevance.

This app allows you to create Notes easily and automatically using workflows.

You can add notes to Contacts, Deals, Companies and even Custom Objects from your workflows. This makes it easy for users to keep track of important information and updates without having to manually create new notes each time.

In addition to its workflow-based note creation, the app also offers a variety of customization options to ensure that notes are tailored to the specific needs of each user. For example, users can choose which fields to include in their notes, such as contact name, company, and deal stage.

Funktioner

Create Notes Easily

In any workflow, use the 'Create Note' action to add notes to any object. Our Notes app works on Contact, Deal, Tickets, Company and Custom Object records.

Customise Your Notes

Customise your notes to fit your needs: select an owner, and a creation date. In the body of the notes, you can use customisation tokens to add the most relevant data to your note.

View Notes in Your Objects

See your automatically created notes in your Contacts, Deals, Companies, Tickets and Custom Objects, in the activity tab, as well as in the Notes tab.

Appfunktionalitet

Delte data
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

Note

Kontakter

Virksomheder

Handler

Tickets

Kontakter

Virksomheder

Handler

Tickets

Anmeldelser

Indlæser

Easy Pricing

5 US$

/måned

No limits, ever!

  • Straightforward pricing

  • Customisation available

  • Premium support

  • Free app updates

  • Cancel anytime

Easy Pricing

5 US$

/måned

No limits, ever!

  • Straightforward pricing

  • Customisation available

  • Premium support

  • Free app updates

  • Cancel anytime

* 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: 22.10.2024

Flere oplysninger

Udviklet af
T&H Digital
Installeringer
500+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk
Indlæser