How do we add a note to a contact in Hubspot?

jonbstrong · Mar 23, 2021

How do we add a note to a contact in Hubspot using Pabbly Connect?

I'm not sure which of these options would achieve what I'm looking for... possibly the "update a contact"? If so, I'm still not sure what the "field" would be called.

Neeraj · Mar 24, 2021

jonbstrong said:
How do we add a note to a contact in Hubspot using Pabbly Connect?

View attachment 6

I'm not sure which of these options would achieve what I'm looking for... possibly the "update a contact"? If so, I'm still not sure what the "field" would be called.
View attachment 7

I checked out the Hubspot API but didn't found a way to add Note to a contact. There is a chance that I might be missing something.

Screenshot below shows all the fields that I found while adding a new contact.

Can you contact the HubSpot team once and ask if they have an API method that supports adding a note to a contact?

If yes, we can add it for you inside Pabbly Connect.

jonbstrong · Mar 24, 2021

I've realized that actually it's an engagement note that we're meant to create according to Hubspot's API

Pabbly allows us to action an engagement note, however when I tried submitting the above, it returned an API error:

HTML:

<!DOCTYPE html><!--[if lt IE 7]> <html class="no-js ie6 oldie" lang="en-US"> <![endif]--><!--[if IE 7]>    <html class="no-js ie7 oldie" lang="en-US"> <![endif]--><!--[if IE 8]>    <html class="no-js ie8 oldie" lang="en-US"> <![endif]--><!--[if gt IE 8]><!--> <html class="no-js" lang="en-US"> <!--<![endif]--><head><title>Origin DNS error | api.hubapi.com | Cloudflare</title><meta charset="UTF-8" /><meta http-equiv="Content-Type" content="text/html; charset=UTF-8" /><meta http-equiv="X-UA-Compatible" content="IE=Edge,chrome=1" /><meta name="robots" content="noindex, nofollow" /><meta name="viewport" content="width=device-width,initial-scale=1" /><link rel="stylesheet" id="cf_styles-css" href="/cdn-cgi/styles/main.css" type="text/css" media="screen,projection" /></head><body>  <div id="cf-wrapper">    <div class="cf-alert cf-alert-error cf-cookie-error hidden" id="cookie-alert" data-translate="enable_cookies">Please enable cookies.</div>    <div id="cf-error-details" class="p-0">      <header class="mx-auto pt-10 lg:pt-6 lg:px-8 w-240 lg:w-full mb-15 antialiased">         <h1 class="inline-block md:block mr-2 md:mb-2 font-light text-60 md:text-3xl text-black-dark leading-tight">           <span data-translate="error">Error</span>           <span>1016</span>         </h1>         <span class="inline-block md:block heading-ray-id font-mono text-15 lg:text-sm lg:leading-relaxed">Ray ID: 634a39c6b24439f5 &bull;</span>         <span class="inline-block md:block heading-ray-id font-mono text-15 lg:text-sm lg:leading-relaxed">2021-03-23 19:56:54 UTC</span>        <h2 class="text-gray-600 leading-1.3 text-3xl lg:text-2xl font-light">Origin DNS error</h2>      </header>      <section class="w-240 lg:w-full mx-auto mb-8 lg:px-8">          <div id="what-happened-section" class="w-1/2 md:w-full">            <h2 class="text-3xl leading-tight font-normal mb-4 text-black-dark antialiased" data-translate="what_happened">What happened?</h2>            <p>You've requested a page on a website (api.hubapi.com) that is on the <a data-orig-proto="https" data-orig-ref="www.cloudflare.com/5xx-error-landing/" target="_blank">Cloudflare</a> network. Cloudflare is currently unable to resolve your requested domain (api.hubapi.com).                      </div>                    <div id="resolution-copy-section" class="w-1/2 mt-6 text-15 leading-normal">            <h2 class="text-3xl leading-tight font-normal mb-4 text-black-dark antialiased" data-translate="what_can_i_do">What can I do?</h2>            <p><strong>If you are a visitor of this website:</strong><br />Please try again in a few minutes.</p><p><strong>If you are the owner of this website:</strong><br />Check your DNS settings. If you are using a CNAME origin record, make sure it is valid and resolvable. <a rel="noopener noreferrer" href="https://support.cloudflare.com/hc/en-us/articles/234979888-Error-1016-Origin-DNS-error">Additional troubleshooting information here.</a></p>          </div>                </section>      <div class="cf-error-footer cf-wrapper w-240 lg:w-full py-10 sm:py-4 sm:px-8 mx-auto text-center sm:text-left border-solid border-0 border-t border-gray-300">  <p class="text-13">    <span class="cf-footer-item sm:block sm:mb-1">Cloudflare Ray ID: <strong class="font-semibold">634a39c6b24439f5</strong></span>    <span class="cf-footer-separator sm:hidden">&bull;</span>    <span class="cf-footer-item sm:block sm:mb-1"><span>Your IP</span>: 44.224.102.169</span>    <span class="cf-footer-separator sm:hidden">&bull;</span>    <span class="cf-footer-item sm:block sm:mb-1"><span>Performance &amp; security by</span> <a rel="noopener noreferrer" href="https://www.cloudflare.com/5xx-error-landing" id="brand_link" target="_blank">Cloudflare</a></span>      </p></div><!-- /.error-footer -->    </div><!-- /#cf-error-details -->  </div><!-- /#cf-wrapper -->  <script type="text/javascript">  window._cf_translation = {};    </script></body></html>

PabblyMember3 · Mar 24, 2021

jonbstrong said:

I've realized that actually it's an engagement note that we're meant to create according to Hubspot's API

View attachment 11

Pabbly allows us to action an engagement note, however when I tried submitting the above, it returned an API error:

HTML:

<!DOCTYPE html><!--[if lt IE 7]> <html class="no-js ie6 oldie" lang="en-US"> <![endif]--><!--[if IE 7]>    <html class="no-js ie7 oldie" lang="en-US"> <![endif]--><!--[if IE 8]>    <html class="no-js ie8 oldie" lang="en-US"> <![endif]--><!--[if gt IE 8]><!--> <html class="no-js" lang="en-US"> <!--<![endif]--><head><title>Origin DNS error | api.hubapi.com | Cloudflare</title><meta charset="UTF-8" /><meta http-equiv="Content-Type" content="text/html; charset=UTF-8" /><meta http-equiv="X-UA-Compatible" content="IE=Edge,chrome=1" /><meta name="robots" content="noindex, nofollow" /><meta name="viewport" content="width=device-width,initial-scale=1" /><link rel="stylesheet" id="cf_styles-css" href="/cdn-cgi/styles/main.css" type="text/css" media="screen,projection" /></head><body>  <div id="cf-wrapper">    <div class="cf-alert cf-alert-error cf-cookie-error hidden" id="cookie-alert" data-translate="enable_cookies">Please enable cookies.</div>    <div id="cf-error-details" class="p-0">      <header class="mx-auto pt-10 lg:pt-6 lg:px-8 w-240 lg:w-full mb-15 antialiased">         <h1 class="inline-block md:block mr-2 md:mb-2 font-light text-60 md:text-3xl text-black-dark leading-tight">           <span data-translate="error">Error</span>           <span>1016</span>         </h1>         <span class="inline-block md:block heading-ray-id font-mono text-15 lg:text-sm lg:leading-relaxed">Ray ID: 634a39c6b24439f5 &bull;</span>         <span class="inline-block md:block heading-ray-id font-mono text-15 lg:text-sm lg:leading-relaxed">2021-03-23 19:56:54 UTC</span>        <h2 class="text-gray-600 leading-1.3 text-3xl lg:text-2xl font-light">Origin DNS error</h2>      </header>      <section class="w-240 lg:w-full mx-auto mb-8 lg:px-8">          <div id="what-happened-section" class="w-1/2 md:w-full">            <h2 class="text-3xl leading-tight font-normal mb-4 text-black-dark antialiased" data-translate="what_happened">What happened?</h2>            <p>You've requested a page on a website (api.hubapi.com) that is on the <a data-orig-proto="https" data-orig-ref="www.cloudflare.com/5xx-error-landing/" target="_blank">Cloudflare</a> network. Cloudflare is currently unable to resolve your requested domain (api.hubapi.com).                      </div>                    <div id="resolution-copy-section" class="w-1/2 mt-6 text-15 leading-normal">            <h2 class="text-3xl leading-tight font-normal mb-4 text-black-dark antialiased" data-translate="what_can_i_do">What can I do?</h2>            <p><strong>If you are a visitor of this website:</strong><br />Please try again in a few minutes.</p><p><strong>If you are the owner of this website:</strong><br />Check your DNS settings. If you are using a CNAME origin record, make sure it is valid and resolvable. <a rel="noopener noreferrer" href="https://support.cloudflare.com/hc/en-us/articles/234979888-Error-1016-Origin-DNS-error">Additional troubleshooting information here.</a></p>          </div>                </section>      <div class="cf-error-footer cf-wrapper w-240 lg:w-full py-10 sm:py-4 sm:px-8 mx-auto text-center sm:text-left border-solid border-0 border-t border-gray-300">  <p class="text-13">    <span class="cf-footer-item sm:block sm:mb-1">Cloudflare Ray ID: <strong class="font-semibold">634a39c6b24439f5</strong></span>    <span class="cf-footer-separator sm:hidden">&bull;</span>    <span class="cf-footer-item sm:block sm:mb-1"><span>Your IP</span>: 44.224.102.169</span>    <span class="cf-footer-separator sm:hidden">&bull;</span>    <span class="cf-footer-item sm:block sm:mb-1"><span>Performance &amp; security by</span> <a rel="noopener noreferrer" href="https://www.cloudflare.com/5xx-error-landing" id="brand_link" target="_blank">Cloudflare</a></span>      </p></div><!-- /.error-footer -->    </div><!-- /#cf-error-details -->  </div><!-- /#cf-wrapper -->  <script type="text/javascript">  window._cf_translation = {};    </script></body></html>

Thanks for sharing the detail, we have checked it with our developers and fixed the same. Can you please check it again.

jonbstrong · Mar 24, 2021

Thanks! This seems to have fixed something.
The problem I am running into now is that in the "associated contacts", the action only seems to accept a subset of the contacts I currently have in Hubspot. When I try to add a not to a recently created contact, I receive this error:

I'm not sure what the criteria for "associated contacts" is...

jonbstrong · Mar 24, 2021

One thing I notice is that the only contact that I'm able to successfully map the "associated contacts" to were created before mid 2019. I'm unable to map any of my contacts created after that time. This would seem to indicate that the API configuration is out of date?

PabblyMember3 · Mar 24, 2021

jonbstrong said:
One thing I notice is that the only contact that I'm able to successfully map the "associated contacts" to were created before mid 2019. I'm unable to map any of my contacts created after that time. This would seem to indicate that the API configuration is out of date?

I just checked with my team and found that, you were mapping the email instead of Contact Id (vid) there.

Please follow these steps:

1. Get a Contact by Email, here you will get the Contact ID (vid) in response.
2. Map the vid in Create an Engagement action within the square brackets as shown in the attachment.

Hope that helps.

jonbstrong · Mar 24, 2021

OK that worked! It took a while, but we got there in the end

How do we add a note to a contact in Hubspot?

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Neeraj

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