Workflow action that creates a Note in a record (contact, company, deal, ticket or custom object) timeline.
The "Create Note" workflow action in HubSpot is a versatile feature enabling users to add detailed notes to the timeline of various records such as contacts, companies, deals, tickets, or custom objects. One of the powerful aspects of this action is the ability to include dynamic content from previous workflow actions.
Functionality
- Automatic Note Creation: The action automatically generates a note based on predefined criteria and adds it to the chosen record's timeline.
- Custom Content: Users can customize the content of the note, including text and hyperlinks to external resources.
- Adding Action Output to Note: After executing the "Send to AI" action, select its output as the property to be included in the note. This way, the generated content, such as a tailored email draft, is automatically saved as a note in the relevant record's timeline.
How to Use
- Edit Action: In the workflow, select the "Create Note" action to begin setting up the note.
- Note Body: Define the content of the note. You can include plain text, tokens (dynamic values based on the record's properties), and HTML for linking to external resources.
- Property or Action Output: (Optional) Select a record property or a previous action's output to be included in the note if necessary.
Implementation Example
-
Workflow Trigger: Add the "Create Note" action to workflows that are initiated by a particular deal stage change.
-
Instructions for Sales Managers: The note can contain instructions for sales managers, such as steps to take when a deal reaches a certain stage, with links to resources like competitor battle cards or product information sheets.
Examples:
Add Create Note action for workflows triggered by a particular deal stage and add instructions for sales managers with the links to relevant resources:
