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Add Note to Companies

Add a note to one or more HubSpot companies, and have it automatically show up on their associated deals too. Use it to log account-level updates without leaving your workflow.

Add Note to Companies node in the workflow builder

What It Does

Writes a note to the HubSpot companies you choose. HubSpot automatically associates that note with any deals linked to those companies.

When To Use It

Use this to log account-level context, such as a renewal risk or an executive update, directly on the company record. If you need the note on a contact instead (which also cascades to the company and deal), use Add Note to Contacts. For a note tied only to a deal, use Add Note to Deals.

Configuration

Configure the node with these settings:

Field

What it controls

Owner

The team member listed as the note's owner in HubSpot. Optional. Leave empty to create an unassigned note.

Companies

The HubSpot companies to add the note to. Supports multiple companies, and the note also appears on their associated deals. Required.

Note

The note content. Supports markdown, which is converted to HTML for HubSpot. Required.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

This node does not emit output variables.

Example Workflow

After a quarterly business review, a workflow drafts a summary and uses this node to log it as a note on the customer's company record, where it also shows up on any open deal.

  • Add Note to Contacts

  • Add Note to Deals

  • Update Company V2

Need More Help?

Reach the AskElephant support team by:

  • clicking the Support tab on the right side of your screen,

  • emailing [email protected],

  • or using @askelephant support in your dedicated Slack channel.