
Create Notes in Workflows
Create Notes Automatically in Workflows
Built by - T&H Digital
Installs - 500+ installs
Rating - 5(2)
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Create Notes in Workflows Subscription - Easy Pricing plan
Overview

1/4 - Create notes in Workflows.
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.
Features

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.
App Functionality
Shared Data
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Reviews
- 21. nov. 2024
Works - Easy to Use
Super easy to use. Time-saver
Bullet-proof
no cons
Pereira, A.
- 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.
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.
Cheap, Effective, does what promised.
Hard to figure out formatting without contacting support.
Bishop, D.
Marketing Services - 11 to 25 employees
Pricing
Easy Pricing
USD 5
/monthNo limits, ever!
Straightforward pricing
Customisation available
Premium support
Free app updates
Cancel anytime
Easy Pricing
USD 5
/monthNo limits, ever!
Straightforward pricing
Customisation available
Premium support
Free app updates
Cancel anytime
* 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: 03.09.2025
More info
Built by - T&H Digital
Installs - 500+ installs
Categories Languages this app is available in English
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