HubSpot CRM has standard objects; contact, company, deal, and ticket. You also have a record, a single instance of a specific type of object, to which you can add note.
To add a note to a HubSpot record in Slack, there are two ways:
Follow the steps below to add note to a record with each other via HubSpot Slack app.
Tired already? Try the other way »
To add a note to a HubSpot record in Slack, a much easier way is possible with Actioner. Let's say you will run add note to company workflow in this scenario.
Follow the steps below.
Attention: You need to install the Lead management with HubSpot app.
Actioner allows you to execute any HubSpot workflow in Slack. Choose what you want to do with Actioner.
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