Tutorials HubSpot

How to add a note to a contact in HubSpot

By PortifyLead · Updated 27 September 2026
HubSpot screen from the video: The note is on the contact's timeline, under Activities.
The steps below in 45 seconds, recorded in a HubSpot test account. The video loads from YouTube when you press play.

How do I add a note to a contact in HubSpot?

Open the contact, click Note under their name, type the note and click Create note. It is saved on the contact's timeline, under Activities.

  1. In HubSpot, go to CRM, then Contacts, and open the contact.
  2. Under the contact's name, click Note.
    HubSpot screen for step 2: Under the contact's name, click Note.
  3. Type the note. The toolbar adds formatting, links and attachments.
  4. Check which records the note is associated with, then click Create note.
    HubSpot screen for step 4: Check which records the note is associated with, then click Create note.
  5. The note is on the contact's timeline, under Activities.
    HubSpot screen for step 5: The note is on the contact's timeline, under Activities.

To tag a teammate in a note, type @ followed by their name or email and pick them from the list. They get shared access to edit or comment on the note, and a notification based on their notification preferences.

Source: HubSpot’s Mention a user on a record help article, updated 11 August 2026, checked 27 September 2026.

Save LinkedIn contacts to HubSpot, and update the ones you already have.

PortifyLead saves the person you are looking at on LinkedIn as a HubSpot contact, after you review the details. It checks for the email first, so a contact you saved before is updated instead of added again.

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