Adding a note to a specific contact can be automated. Let’s say that your lead submitted a form with a custom field and you want that information to also appear in the notes area for visibility including additional instructions for a staff member to consider. In this article, we will go over the Add To Notes action and how to use it.
This action exists within workflows and works similarly to the notes tab within the contact area.
Step 1: Start a new workflow
Step 2: Setting up the Workflow Trigger
- Under Workflow Triggers, select “Form Submitted” in the “Contact Actions” section of the Workflow Triggers Menu
- Filter for the form that you can create from Sites > Forms > Builder
- Click “Save Trigger” in the bottom right of your screen.
Please Note: You can use any trigger you would like including no trigger
Step 3: Adding the Add To Notes Action
- Click on the “+” symbol below the trigger to add an action.
- Under Actions, select “Add To Notes” in the “CRM” section of the Actions Menu or use the search feature
- Name the workflow action if you would like, add details to your notes
- In this example, we are using the custom values tab to populate the note with a custom field
Please Note: Include a title with the value as it will populate with the answer provided by the customer only if you don’t. (see screenshot below)
- Save the action
Step 4: Customize to your preference
- Add actions and customization to your preference
- Publish and save the workflow (top right of the screen)
