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Question

How do I get the most recent notes from contact in HubSpot?

  • July 11, 2024
  • 2 replies
  • 71 views
R

Hey there! 
 

I’m trying to figure out how to grab the most recent notes from a contact in HubSpot. I can’t find the trigger. So far from my search I understand that NOTE from the contact in HubSpot is the engagement category. 
 

I need the most recent notes because these will be updated often. Then the next step would be to send the text with the notes to ChatGPT. 
 

I would appreciate some help or workarounds to help get this going. 
 

Thanks! 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • July 11, 2024

Hi @RitaRita 

There is a Zap trigger for: HubSpot - New Engagement

 

Alternatively, you can find associates between HubSpot objects. (contacts, engagements)

Zap action: HubSpot - Find Associations

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • July 18, 2024

Hello there, @RitaRita! 👋

Were you able to access the note using that New Engagement trigger or the Find Associations search action that Troy suggested?

Eager to ensure everything is sorted here, so please let us know if you need any further help at all!

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