How do I create automatic notes in a HubSpot workflow?

Steps to create notes

1. In HubSpot, go to Automation → Workflows.

2. Open or create a workflow for Contacts, Companies, Deals, Tickets, or Custom Objects.
   
   

3. Click + to add an action and search for Create Notes in Workflows.

4. Configure your note details:

   • Note Owner: Choose a user or token (e.g. Contact owner).

   • Date: Use a fixed date or personalization token.

   • Content: Write your note. You can include tokens like friend.
     
     

5. Click Save and Review and Publish your workflow.

6. Test it by enrolling a record. Check the record’s Notes tab to see your automatically created note.
   
   

Troubleshooting

• Issue: Action not available.
  Fix: Check that your HubSpot plan supports workflow extensions (Professional or higher).

• Issue: Note doesn’t appear.
  Fix: Verify that your workflow ran and the record met all enrollment conditions.

• Issue: Tokens not populating.
  Fix: Confirm the object type supports that token.