Add Note to Deals
Add a note to one or more HubSpot deals. Use it to log deal updates, stage changes, or key decisions without leaving your workflow.
What It Does
Writes a note to the HubSpot deals you specify by ID. You can add the same note to multiple deals in one step.
When To Use It
Use this to record deal-specific context, such as a stage change reason or a decision made on a call, directly on the deal record. If the update belongs on a contact or company instead (and should cascade from there), use Add Note to Contacts or Add Note to Companies.
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. |
Deal IDs | The HubSpot deal IDs to add this note to. Accepts multiple IDs. 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 pricing call, a workflow captures the agreed terms and uses this node to add that detail as a note on the deal, so anyone reviewing the deal later sees the context.
Related Nodes
Add Note to Contacts
Add Note to Companies
Update Deal 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 supportin your dedicated Slack channel.