Hby HubSpot
Create a note
Logs a note on the timeline of the contacts, companies or deals it is associated with.
Updated Oct 28, 2026
create-note.md
Create a note
Logs a note on the timeline of the contacts, companies or deals it is associated with.
Note: hs_timestamp is required; attach the note to existing records with an associations object.
Set up
Use the first option your agent supports.
API (official)
- Base URL: https://api.hubapi.com
- Endpoint:
POST /crm/objects/2026-09/notes - Auth: send the header
Authorization: Bearer $HUBSPOT_API_KEY - Docs: https://developers.hubspot.com/docs/api-reference/latest/overview
Note: Use a service key or an app's static access token with the CRM scopes the calls need; paths carry a dated version such as 2026-09.
Before anything else, confirm access with the cheapest read-only call, like a list or a search. Never send or change anything to test access.
Rules
- Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
- Never print API keys.
Ways in
| Route | Source | Call | Required | Docs |
|---|---|---|---|---|
| Official | POST /crm/objects/2026-09/notes | API key in $HUBSPOT_API_KEY | Docs |
Workflows using Create a note
TContributed by thedogwiththedataonitReach new executives in their first 90 daysFinds leaders who recently started at your target accounts, drafts a short no-pitch note for each, and logs them in HubSpot.
AH
SContributed by Shahzaib0217Log sales meetings and next steps in the CRMReads sales meetings since the last run in Bridge, updates each buyer in HubSpot, and logs a note with needs, next steps and owners.
BH- TContributed by thedogwiththedataonitHand buyers who ask in your website chat to sales
Reads recent Intercom conversations, spots buying questions with Jev, and logs each buyer in HubSpot with a note and a Slack alert.
I
TA+2 - TContributed by thedogwiththedataonitScore and route every new demo request
Reads new Typeform demo requests, enriches them with Apollo, scores fit and picks a route with Jev, and logs them in HubSpot.
TAT+3 - TContributed by thedogwiththedataonitFlag expansion asks in support tickets for account owners
Finds new Zendesk tickets that ask for seats, SSO, higher limits or another team with Jev, and notes each in HubSpot for its owner.
ZTH+1 - TContributed by thedogwiththedataonitBrief the rep the moment a meeting is booked
Looks up each new Calendly booking with Apollo, logs the person in HubSpot with a brief, and posts the brief to Slack for the rep.
CAH+1 - TContributed by thedogwiththedataonitFollow up on low NPS scores while they are fresh
Pulls low scores from your Typeform NPS survey, posts each with its comment and HubSpot owner to Slack, and drafts a reply.
TH
S