Add Note to Contacts
Add a note to one or more HubSpot contacts, and have it automatically show up on their associated companies and deals too. Use it to log meeting notes, call summaries, or other updates without leaving your workflow.
What It Does
Writes a note to the HubSpot contacts you choose. HubSpot automatically associates that same note with any companies and deals linked to those contacts, so the update is visible wherever the team looks.
When To Use It
Use this after a call or meeting to log a summary directly to a contact record, or any time a workflow needs to leave a durable note on a contact (and its related company and deal) without a person doing it by hand. If you only need the note on a company or a deal, use Add Note to Companies or Add Note to Deals instead.
Configuration
Configure the node with these settings:
Field | What it controls |
|---|---|
Owner | The team member listed as the note's owner in HubSpot. Required. |
Contacts | The HubSpot contacts to add the note to. Supports multiple contacts, and the note also appears on their associated companies and 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 discovery call finishes, a workflow summarizes the meeting and uses this node to add that summary as a note on the contact who attended. The note also appears on the contact's company and any open deal.
Related Nodes
Add Note to Companies
Add Note to Deals
Update Contact V2
Create Communication
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 supportin your dedicated Slack channel.