Best answer

Auto populate Hubspot Contact Notes

  • 14 April 2023
  • 3 replies
  • 60 views

Userlevel 1

I have a virtual assistant type service where if I don’t pick up my phone, the call is re-directed to the virtual assistance. The VA then sends an email to me with the call details which is simply a template that is populated by the VA with the unique information of the caller.

 

I have set up Zapier email parse and have the following process implemented:

 

  1. Email from VA -->
  1. Forwarded to Zapier Email Parse -->
  1. Zapier Zap pushes the information into Hubspot and creates a new contact.

 

The only bit i’m missing is populating the Hubspot Contact Notes (Hubspot Contact > Activities > Notes section). What field should I be selecting for my Zap to populate this in Hubspot? I’ve tried a few and none of them work.

 

Following fields working:

  • Name
  • Email address
  • Telephone number
  • Postcode

 

Just need the Notes sections to be working and then this process would work perfectly for me.

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Best answer by Troy Tessalone 14 April 2023, 03:22

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3 replies

Userlevel 7
Badge +9

Hey there, @cloak! Great question.

I believe Notes can be added through the “New Engagement” Hubspot action! Could you try adding that as a third action after the “Create New Contact” action to see if that works? 

I hope some of this helps - keep us posted! 🧡

Userlevel 7
Badge +14

Hi @cloak 

Good question.

Try using this Zap action: HubSpot - Create Engagement

 

Userlevel 1

Thank you @christina.d @Troy Tessalone this works perfectly for me now.