Create Notes for Workflows
Adding notes to records through workflows.
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Create Notes for Workflows Subscription - Free, Tier 2, Tier 3, or Tier 4 plans
Overview
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.
Features
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.
App Functionality
Shared Data
Notes |
Reviews
3.8
11
3.8
11
- Dec 9, 2024
Incredibly helpful.
This allows us to easily add context to CRM objects using automation. Kind of amazing that it hasn't been in place previously, but boy am I glad it's here now.
Adds context to CRM objects automatically.
Cannot pin the created note to the top of the activity feed.
Hokanson, S.
- Jul 25, 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.
Technology - Software - 26 to 50 employees
Pricing
Free
$0
Up to 1,000 actions per month
Free
$0
Up to 1,000 actions per month
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/19/2025
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