Add a note to the contact

Add a note to the contact creates a note on the contact record in scope. Use it to log milestones, summarize conversations, or capture context from earlier automation steps. This action is available on contact-scoped triggers.

How it works

1. The automation reaches the step with a contact in scope
2. The step creates a note with the content you configured
3. The note appears on the contact's activity timeline
4. The automation continues to the next step

Set up the action

1. Open the automation builder and add a new step
2. Under Advanced, select Add a note to the contact
3. Configure the fields:

Field	Required	Description
Note	Yes	The text content of the note. Supports dynamic content from previous steps.

tip

Use Add dynamic content to include data from earlier steps, for example an AI-generated summary or a categorization result.

Outputs

This action produces no outputs available to downstream steps.

Related resources

• Actions overview: Browse all available actions
• Add a note to the company: Log a note on a company record instead
• Create a CRM sales task for the contact: Create a task on the contact
• Creating and configuring automations: Build and configure workflows