HubSpot

Create HubSpot Note

Log a note on a HubSpot contact, company or deal. The note is attached to the records you name in the same step, so it shows on their timeline straight away.

1 creditRuns in your HubSpot account

Endpoint

Parameters

NameTypeRequiredNote
identifieraccount · requiredaccountrequired

Connected account to use for this action. Select from your linked integrations.

bodystring · requiredstringrequired

What the note says. HubSpot renders it as HTML, so use <br> for a line break. Supports variables.

Example: Spoke to them about the renewal — sending pricing on Monday.

timestampdatetime · optionaldatetimeoptional

Optional. When the note happened, which is where it sits on the timeline. Leave empty for now.

ownerIdstring · optionalstringoptional

Optional. The HubSpot owner the note is recorded under.

contactIdstring · optionalstringoptional

Optional. HubSpot Contact record ID to attach the note to. Supports variables — e.g. the id returned by Search or Create HubSpot Contact. Not an email address.

companyIdstring · optionalstringoptional

Optional. HubSpot Company record ID to attach the note to. Supports variables. Not a domain.

dealIdstring · optionalstringoptional

Optional. HubSpot Deal record ID to attach the note to. Supports variables.

propertiestable-column-mapping · optionaltable-column-mappingoptional

Optional. Set any other note property, custom ones included. The property must already exist in HubSpot; values support {{variables}}. A dropdown property takes one of its options, by label or by value.

Get started

How to use this action

  1. Connect your AI

    Add Connie to ChatGPT, Claude or Slack once, then connect your account for this app. There’s no API key to manage.

  2. Ask for the outcome

    Describe what you need in plain words. Your AI runs this app’s actions when the job calls for them, along with any other tools it needs.

  3. Make it a workflow

    Add an action as a step in a workflow that runs the same way every time, on a schedule or when something happens.

  4. Stay in control

    Choose whether each action runs on its own or asks first. When it asks, you see an Allow or Deny card before anything changes in the app.