Increíblemente útil.

Esto nos permite añadir fácilmente contexto a los objetos de CRM utilizando la automatización. Es increíble que no existiera antes, pero me alegro de que ya esté aquí.

Añade contexto a los objetos CRM automáticamente.

No se puede fijar la nota creada en la parte superior del feed de actividad.

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.