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Create Notes in Workflows

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Aplicación

Create Notes in Workflows

Create Notes Automatically in Workflows

Desarrollado por
T&H Digital
Instalaciones
Más de 500 instalaciones
Clasificación

5(2)

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Requisitos

Plan de HubSpot
    Funciona con todos los planes de HubSpot
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Permisos de cuenta de HubSpot
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Suscripción: Create Notes in Workflows
Suscripción: Easy Pricing

Vista general

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.

Características

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.

Funcionalidad de la aplicación

Datos compartidos
Fuente de datos
Dirección de sincronización
En HubSpot
En HubSpot

Note

Contactos

Empresas

Negocios

Tickets

Contactos

Empresas

Negocios

Tickets

Valoraciones

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5/5
    21 de nov. de 2024

Works - Easy to Use

Super easy to use. Time-saver

¿Qué te gusta?

Bullet-proof

¿Qué te disgusta?

no cons

  • Pereira, A.


5/5
    6 de nov. de 2023

Great tool! Does what is promises. :)

Great! There was a little blip with formatting, but I emailed in and was informed to use markup. HubSpot treats it a little weird in that it hides the markup, but it is still there and works.

¿Qué problema intentas resolver?

We're adding notes to clients after a deal closes, so that we have a record of all of the deal elements and their profile from the contact object.

¿Qué te gusta?

Cheap, Effective, does what promised.

¿Qué te disgusta?

Hard to figure out formatting without contacting support.

  • Bishop, D.

  • Servicios de marketing
  • De 11 a 25 empleados

Easy Pricing

5 US$

/mes

No limits, ever!

  • Straightforward pricing

  • Customisation available

  • Premium support

  • Free app updates

  • Cancel anytime

Easy Pricing

5 US$

/mes

No limits, ever!

  • Straightforward pricing

  • Customisation available

  • Premium support

  • Free app updates

  • Cancel anytime

* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 22/10/2024

Más información

Desarrollado por
T&H Digital
Instalaciones
Más de 500 instalaciones
Categorías
Idiomas en los que está disponible esta aplicación
Inglés

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