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Sales & Success

Adding a note to a contact in Hubspot

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Created with Tango by:
Colby Morgan
Last Updated:
September 26, 2023
Use case
Sales & Success


Hubspot is a software company that provides an all-in-one platform for inbound marketing, sales, and customer service. It offers various tools and features to help businesses attract, engage, and delight their customers throughout their journey. With Hubspot's CRM, users can manage their contacts, track interactions, and organize their sales pipeline. To add a note to a contact in Hubspot, users can simply navigate to the contact's profile, click on the "Add Note" button, enter their message, and save it. This note will be visible to all team members who have access to the contact's profile and can provide useful context for future interactions with that contact.

Adding a note to a contact record in Hubspot

Adding notes to a contact record can be incredibly useful for keeping track of important information about a customer or lead, such as their preferences, concerns, or previous interactions with your company. In this guide, we will explain how to add a note to a contact record in Hubspot.

1. Click on Notes

2. Click on “Create Note”

3. Click on the text box and write your note

4. For example: “This is me! At my old company.”

5. Click on Save note when you are done

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