How can I filter notes by specific calls?

DryMerge allows you to filter notes based on specific criteria related to the calls.

Can I structure the notes in a specific format in Coda?

Yes, you can specify the format and structure for the notes logged in Coda.

Which people use this automation? What do they use it for?

Customer support teams and sales managers use this automation to keep detailed records of call notes, ensuring accurate and accessible information for follow-up actions.

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Coda + HubSpot

Log HubSpot Call Notes to Coda

Whenever a note is added to a call in HubSpot, automatically log this note in Coda. This helps in maintaining detailed call records and facilitating better communication within the team.

Call Note Added

Triggers when a new note is added to a call in HubSpot.

Log Call Note

Logs the call note in Coda.

See more Coda to HubSpot integrations or use AI to customize your automation.

or pick a common variation below

Update Coda Entries for New HubSpot Contacts

Coda + HubSpot

Log Completed Coda Tasks in HubSpot

Coda + HubSpot

Track New HubSpot Deals in Coda

Coda + HubSpot

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log HubSpot call notes to Coda"

Log HubSpot call notes to Coda

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Coda + HubSpot.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.