I want to add a Note to a Ticket / Deal in Hubspot

[ash99]

Dear

We want to add a note to a Deal or a ticket.

I just checked the Hubspot legacy & Hubspot , but i am unable to find any options.

I am only able to find Create a engagement Note ( for a contact ) , and not to a deal or a ticket.

Kindly help.

If native option is not there, please help around using api also.

HubSpot Developer Documentation

developers.hubspot.com

Since not from a developer background, please assist for using pabbly api connector.

 

[Pabblymember11]

Hey @ash99

Please allow us some time, we are currently looking into it.

 

[ash99]

Ok, will wait on this

 

[Pabblymember11]

Hey @ash99

We have added the required action event in Hubspot CRM(Legacy) integration. Kindly check that out and let us know if that works for you.

 

[ash99]

Dear @Supreme

Thanks for the quick reply.

I tested a couple of things. If we were to manually select the deal, the note is getting created.

But, when we map it to a Deal ID, and then tried to create a note, its not getting created.

What i did.

1) Searched a Deal -> Using number criteria
2) output -> Deal ID
3) Mapped this Deal ID -> Note Engagement ( new ) - > Deal ID
4) Error is throwing up

I have attached the complete screenshots below.

Please let me know, if i am doing something wrong here

 

[Pabblymember11]

Hey @ash99

We have enabled the mapping option on the Deal Id field of the "Note Engagement ( new )" action event. Kindly follow the format to map the Deal ID.

 

[ash99]

@Supreme

Recently you have removed the Hubspot CRM Legacy , How do i use the above - Adding a Note Feature now ? Please update the latest Hubspot ASAP !! As this is very important to us.

We are unable to see, / use the legacy feature of adding note.

 

[Pabblymember11]

Hey @ash99

Could you please tell us in which action event of Hubspot, you want the note field or do you want any specific action event to "Create a note engagement" action event?

 

[ash99]

We are ok with anything ; Or we can add this note field under "Update a Deal Action" or Create a seperate action even also.

Under Deal - > Add Engagement Note

 

[Pabblymember11]

Hey @ash99

We have forwarded your concern to our tech team and they are currently looking into it.

Shall notify you once with an update soon.

 

[Pabblymember11]

Hey @ash99

We have added the separate action step in Hubspot action as "Create a Note Engagement" to add the note.