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Daeda Notes

Daeda Notes brings automated note creation to HubSpot workflows.

Use it to drop rich-text and image notes onto CRM records as part of your business processes — deal stage changes, ticket resolutions, audit trails, automated team handoffs, anything that benefits from a formatted note showing up on the record without anyone typing it.

The actions support HTML styling, targeting one record or many, pinning notes to the top of the timeline, and embedding images. Notes appear on the record exactly like manually-created ones, so they’re searchable, filterable, and visible to your whole team.

Browse the sidebar:

  • Getting Started for installation and setup.
  • Actions for the Create Note and Create Image Note workflow actions.
  • Guides for advanced styling, targeting multiple records, and pinning.