要求
HubSpot 版本 適用於所有 HubSpot 版本 了解詳情 HubSpot 帳戶權限 - 檢視所需的帳戶權限
Create Notes in Workflows 訂閱 - Easy Pricing 版本
總覽
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.
功能
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.
應用程式功能
共用資料
Note |
評論
- 2024年11月21日
Works - Easy to Use
Super easy to use. Time-saver
Bullet-proof
no cons
Pereira, A.
- 2023年11月6日
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.
行銷服務 - 11 至 25 位員工
價格
Easy Pricing
US$5
/ 月No limits, ever!
Straightforward pricing
Customisation available
Premium support
Free app updates
Cancel anytime
Easy Pricing
US$5
/ 月No limits, ever!
Straightforward pricing
Customisation available
Premium support
Free app updates
Cancel anytime
* 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：2025/09/06
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