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How Do I Create a Note in HubSpot?

Create a HubSpot note associated with a company or customer account and add a task and follow-up date when needed.

Create a Note in HubSpot

Salespeople utilize notes to capture essential details, provide context for their team, and monitor follow-up actions, fostering consistent engagement and enhancing collaboration.

Step 1 — Enter your note.

Go to Activities within the company record. Click on Notes and Create a Note. Your name will auto populate in the For field.

Insert your note message.

Text format options are available.

Step 2 — Confirm the associated record.

The record is the company or customer account associated with the note.

Step 3 — Add a task and follow-up date if needed.

Tasks and follow-up dates can be associated with notes.

Step 4 — Create the note.

Click Create note to create the note.