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Note Formatting in HubSpot

Introduction

If HubSpot notes from your AskElephant workflows show markdown syntax (like bold, # headers, or - bullets) or lose their spacing and structure, the fix is prompt-level: generate the note in HTML instead of markdown. HubSpot only accepts HTML Rich Text for notes — this is a HubSpot limitation, not a bug.

Why This Happens

HubSpot only accepts HTML Rich Text for notes. When a workflow generates the note in markdown, HubSpot doesn't render it — you end up with literal markdown characters and collapsed formatting.

Fix

Update the workflow prompt that generates the note:

  1. Open the workflow and find the prompt node that produces the note body.

  2. Specify HTML output explicitly (for example, "Return the note as HTML Rich Text").

  3. Remove any instructions that ask for markdown formatting.

  4. Test the workflow and check the next HubSpot note for correct rendering.

When you edit the prompt, confirm the custom note structure — headings, sections, any required fields — is preserved. It's easy to accidentally overwrite the prompt with a different workflow's template.

Writing Notes to Multiple Records

If you need the note to land on both the company record and the deal record (so CSMs and AEs both see it), contact support to enable that routing — it's set at the workflow level.

After the Fix

Monitor the next few calls to confirm notes render correctly in HubSpot before closing out the issue.

Need More Help?

Reach the AskElephant support team by clicking the chat button in the bottom right corner of your screen, emailing [email protected], or using @askelephant support in your dedicated Slack channel.

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