Create HubSpot notes from the selected text

Keeping track of important information can be a hassle. This Playbook makes it easy by creating HubSpot notes from any selected text.

Manually copying and pasting key details into HubSpot notes is not only time-consuming but also increases the risk of missing crucial information. Staying organized and ensuring all relevant data is captured accurately can be challenging.

For example, if you need to record essential points from an email or highlight important information from a meeting transcript, this automation allows you to quickly generate a HubSpot note directly from the selected text. This helps maintain accurate and organized records without the extra effort.

Whether you're documenting client interactions or tracking project updates, this Playbook ensures your HubSpot notes are always up-to-date and complete, improving your workflow and saving valuable time.

Let’s set it up!

Step 1: Pin the playbook and integrate HubSpot

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.

Step 2: Run the automation to create HubSpot notes from the selected text

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard). 

When you run the playbook, it will create HubSpot notes from the selected text.