Note Associator

Enhance Engagement Association!

The Note Associator is a powerful HubSpot app that streamlines your workflow by automatically associating various types of engagements—such as calls, notes, and emails—from an enrolled record to its associated records. This ensures that all relevant interactions are seamlessly linked, providing a more comprehensive view of customer interactions. Additionally, the app adds a convenient CRM card to the record view, allowing users to manually trigger the association function as needed.

Install now!
Please authorize Note Associator to start using the app.

Custom Workflow Action

Adds a new custom action to your HubSpot workflows, allowing easy association of engagements.

 

Engagement Types

Supports calls, notes, and emails, ensuring all types of interactions are covered.

 

CRM Card Integration

Adds a CRM card to the record (contact/deal/company) view, enabling users to manually trigger the association function.

 

Coming Soon...

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