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Notes+

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App

Notes+

Streamline Note-Creating in HubSpot: Effortless and Efficient!

Installs
50+ installs
Sign in to installRequires Notes+ subscription

Requirements

HubSpot Plan
    Works with all HubSpot plans
Learn more
HubSpot Account permissions
View the required account permissions
Notes+ Subscription
Starter plan

Overview

Introducing a game-changing solution for HubSpot users: the ability to automatically add formatted notes to any record type through workflows. Whether you're making mass edits and need to provide context, or you're adjusting workflows and want to document the rationale, our micro-app seamlessly integrates with HubSpot to make it happen. Sales and Service reps can now view essential notes in the activity feed without manual entry, ensuring clarity and saving time. Plus, with enhanced integration capabilities, even apps feeding into your CRM can trigger note additions. Elevate your HubSpot experience by adding layers of context where it matters most.

Features

Start with a workflow action

Start with a workflow action

Design workflow actions and effortlessly include notes for Deals, Companies, Contacts, Tickets, and Custom Objects.

Use object properties to build a note

Use object properties to build a note

Leverage data derived from your tickets, deals, companies, contacts, and custom objects to enhance effective communication with your teams.

Customize your notes

Customize your notes

Enhance the quality of your notes by incorporating a sense of style that emphasizes the key elements you require for effective communication.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Notes

Deals

Contacts

Companies

Tickets

Deals

Contacts

Companies

Tickets

More info about shared data

We support Custom Objects notes creation.

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Starter

$7.50

/month

14 days free trial!

  • Use workflow action to automate the creation of notes on Contacts, Companies, Deals, Tickets, and Custom objects

  • Add formatting to your notes with the support of basic markdown

Starter

$7.50

/month

14 days free trial!

  • Use workflow action to automate the creation of notes on Contacts, Companies, Deals, Tickets, and Custom objects

  • Add formatting to your notes with the support of basic markdown

* 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: 11/27/2025

More info

Built by
Instrumental Apps
Installs
50+ installs
Categories
Languages this app is available in
English and Spanish

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