總覽
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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.
功能
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.
應用程式功能
共用資料
 Notes |
評論
3.8
11
3.8
11
- 2024年12月9日
非常有用。
这样，我们就可以使用自动化功能轻松地为 CRM 对象添加上下文。以前没有这个功能有点不可思议，但现在有了我很高兴。
自动为 CRM 对象添加上下文。
无法将创建的备注固定在活动提要的顶部。
Hokanson, S.
- 2024年7月25日
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.
科技：軟體 - 26 至 50 位員工
價格
Free
US$0
Up to 1,000 actions per month
Free
US$0
Up to 1,000 actions per month
* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊，請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間：2025/12/05
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