CRM integration
HubSpotHandwritten notes as a native HubSpot workflow action.
Add a card to any workflow the way you would add an email — deal stage changes, lifecycle transitions and list membership all work as triggers.
HubSpot workflow screenshot
What you get
Built for theway you work.
Workflow action
Send a card from any HubSpot workflow without leaving the builder.
Deal-stage triggers
Closed Won, renewal and churn-risk stages each get their own template.
Logged to the timeline
Every card appears on the contact record with its send date and status.
Setup
ConnectingHubSpot.
- 01
Step 1
Install from the HubSpot marketplace.
- 02
Step 2
Grant contact and deal scopes.
- 03
Step 3
Add the Handwrytten action to a workflow.
- 04
Step 4
Send a test to yourself.
Get started
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