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Create Notes in Workflows

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App

Create Notes in Workflows

Create Notes Automatically in Workflows

Creazione di
T&H Digital
Installazioni
PIù di 500 installazioni
Valutazione

5(2)

Accedi per l'installazioneRichiede l'abbonamento a Create Notes in Workflows

Requisiti

Piano HubSpot
    Funziona con tutti i piani HubSpot
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Autorizzazioni dell'account HubSpot
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Abbonamento Create Notes in Workflows
Piano Easy Pricing

Panoramica

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.

Funzionalità

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.

Funzionalità dell'app

Dati condivisi
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

Note

Contatti

Aziende

Trattative

Ticket

Contatti

Aziende

Trattative

Ticket

Recensioni

Filtra recensioni:

Ordina:


5/5
    21 nov 2024

Works - Easy to Use

Super easy to use. Time-saver

Cosa ti piace?

Bullet-proof

Cosa non ti piace?

no cons

  • Pereira, A.


5/5
    6 nov 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.

Quali problemi stai cercando di risolvere?

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.

Cosa ti piace?

Cheap, Effective, does what promised.

Cosa non ti piace?

Hard to figure out formatting without contacting support.

  • Bishop, D.

  • Servizi di marketing
  • 11 - 25 dipendenti

Easy Pricing

5 USD

/mese

No limits, ever!

  • Straightforward pricing

  • Customisation available

  • Premium support

  • Free app updates

  • Cancel anytime

Easy Pricing

5 USD

/mese

No limits, ever!

  • Straightforward pricing

  • Customisation available

  • Premium support

  • Free app updates

  • Cancel anytime

* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 22/10/2024

Maggiori informazioni

Creazione di
T&H Digital
Installazioni
PIù di 500 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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