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Guides

Advanced guides for getting more out of Daeda Notes:

  • Styling Notes covers the HTML and inline styling options the Create Note action supports — headings, lists, links, formatting, and the gotchas around what HubSpot will and won’t render.
  • Targeting And Pinning explains how to create a note on multiple records at once (for example, all contacts associated with a deal), and how to pin notes to the top of a record’s timeline.

Read these once you’ve got a basic Create Note action working from the Getting Started guide.