Create engagement

Features

• Create two types of engagements: NOTE for adding detailed notes and TASK for scheduling tasks within HubSpot CRM.
• Automatically associate engagements with multiple CRM records including contacts, companies, deals, and tickets.
• Supports HTML formatting in notes and task descriptions to enhance clarity and presentation.
• Enforces data modification guardrails to prevent unauthorized updates ensuring CRM data integrity.
• Provides timestamp customization for accurate logging of when engagements occur, defaulting to the current time if not specified.

Benefits

• Maintain a centralized and up-to-date record of all client interactions within HubSpot CRM.
• Improve task management and follow-ups by creating actionable tasks directly linked to CRM records.
• Enhance collaboration among team members by associating engagements with relevant owners and companies.
• Increase data accuracy and reporting efficiency with clear, formatted notes and detailed metadata.
• Save time by streamlining external interaction logging without manual data entry into HubSpot.

Description

🛡️ Guardrails:
  1. Data Modification Warning: This tool modifies HubSpot data. Only use when the user has explicitly requested to update their CRM.

🎯 Purpose:
  1. Creates a HubSpot engagement (Note or Task) associated with contacts, companies, deals, or tickets.
  2. This endpoint is useful for keeping your CRM records up-to-date on any interactions that take place outside of HubSpot.
  3. Activity reporting in the CRM also feeds off of this data.

📋 Prerequisites:
  1. Use the hubspot-get-user-details tool to get the OwnerId and UserId.

🧭 Usage Guidance:
  1. Use NOTE type for adding notes to records
  2. Use TASK type for creating tasks with subject, status, and assignment
  3. Both require relevant associations to connect them to CRM records
  4. Other types of engagements (EMAIL, CALL, MEETING) are NOT supported yet.
  5. HubSpot notes and task descriptions support HTML formatting. However headings (<h1>, <h2>, etc.) look ugly in the CRM. So use them sparingly.