Notes Documentation & Support

Notes for HubSpot Workflow

Installation Steps

Follow the steps below to install Notes with your HubSpot Account

1. Install the app

To install the app, please follow this link

 

2. Connect your HubSpot account

Select the account you want to install Notes on.

If you have the relevant permissions, after clicking the "Choose Account" button you'll be redirected automatically to the next step.

Notes Installation

 

3. That's it!

Once you've connected your HubSpot account, the app will be ready to be used in your HubSpot workflows.

 

FAQs

Dashboard

When you install the app, an account will be created for you at https://dashboard.thdigital.au/

To login the first time, please click on Forgot Password. You will then receive an email to set your password and access the dashboard.

From there, you can manage your subscription (cancelling, changing plans) discover our other apps, or raise support requests.

Uninstalling and Cancelling

To uninstall the app, please head to 'Connected Apps' in your HubSpot account's settings. 

Select Notes and click on Uninstall.

Then, please head to the TH Digital Dashboard to cancel your subscription.

When you cancel your subscription, notes will not be created in your workflows automatically. Please review any workflow using the app before cancelling to ensure good business continuity.

Create notes in a HubSpot Workflow

How It Works

Easily create notes automatically in a HubSpot workflow.

 

Notes

Create a Workflow

Notes works with the following HubSpot objects: Contacts, Companies, Deals, Tickets, and Custom Objects.
On the left hand side of your workflow, scroll down and select 'Create Notes in Workflows'

Create a note in a HubSpot workflow

Set up your Note

Customise your note with:

  • A note owner
  • The date (dynamic or static)
  • Note content (you can also add customisation tokens!
  • Click Save
Screen Shot 2023-03-24 at 11.29.12 am

Run your workflow

Once your workflow has run, check the enrolled object and find the note that was automatically created!

Get in Touch

Your success is our success

Fill out the form to raise an issue or to submit an new feature idea to make Notes even better to you.
Request an update

We listen to our users and incorporate your feedback into our roadmap.