Add comments to your HubSpot assets

Add comments to your HubSpot assets to collaborate with your team and ask for feedback. Use the collaboration sidebar to add comments to your HubSpot assets. You can also comment directly in conversations or on CRM records.  

The tools that you can comment on depend on your HubSpot subscription:

Add general comments using the collaboration sidebar

You can add general comments on most assets with the following steps:

• In your HubSpot account, navigate to the asset that you want to comment on.
• In the tool, click the comments Comment icon in the top right.
• In the comment field, type your comment. Use the rich text toolbar to format your text. To notify a teammate of your comment, type the @ symbol, then enter the user's name.
• To save your comment, click Comment. 
• To edit or delete a comment:
  • Hover over the comment you want to edit or delete.
  • In the top right of the comment, click Actions and select Edit or Delete. You can only edit or delete your own comments.

• To access your comments, in the top right, click the first arrow icon. General comments added to the asset will display in the collaboration sidebar. 
  
  

Add comments to specific elements on campaigns and forms 

You can add comments to specific elements on campaigns and forms. For example, you can comment and collaborate on specific form fields or options. 

Add comments to specific elements

To add a comment to a specific element on a campaign or form:

• To add a comment to a specific form element, navigate to your form:
  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Hover over the name of the form and click Edit. 
• To add a comment to a specific campaign element, navigate to your campaign:  
  • In your HubSpot account, navigate to Marketing > Campaign
  • Click on the name of a campaign.
• To add a comment to a specific element in your form or campaign:
  • In the collaboration sidebar, hover over the comments Comment icon and click Comment mode. 
  • Click the element that you want to comment on. Elements can be selected from different tabs in the form editor. Only elements outlined in orange can be commented on. If you would like to comment on a campaign asset, learn more about managing your campaign assets.
  • In the comment field, type your comment. Use the rich text toolbar to format your text. To notify a teammate of your comment, type the @ symbol, then type the user's name.
  • To save your comment, click Comment. Once a comment has been added, your teammates can either reply to the comment from the element or from the overall comments section. 
    
    

Manage comments on specific elements

As you and your teammates add comments to specific elements, you can view and reply to your teammates’ comments, and edit or delete the comments you’ve added.

• In the collaboration sidebar, hover over the comments Comment icon and click View comments.
• Click to toggle the Show comments on screen switch on.
  
  

• Click on the Ccomments Comment icon next to the element. All comments associated with that element will appear.
• To edit or delete a comment:
  • Hover over the comment you want to edit or delete.
  • In the top right of the comment, click Actions and select Edit or Delete. You can only edit or delete your own comments.
• To reply to a comment:
  
  • In the reply field, type your reply. Use the rich text toolbar to format your text. To notify a teammate of your reply, type the @ symbol, then type the user's name.
  • To save your comment reply, click Comment. 
    
    

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Add comments to your website assets

Add and view comments in the editor website assets such as website pages, landing pages, and blog posts. To comment on a website asset:

• In your HubSpot account, navigate to your website pages, landing pages, or blog posts:
  • In your HubSpot account, navigate to Marketing > Website > Website Pages.
  • In your HubSpot account, navigate to Marketing > Landing Pages.
  • In your HubSpot account, navigate to Marketing > Website > Blog.
• Hover over your drafted content and click Edit.
• In the content editor, click the comments Comment icon in the top right.
  
  

Add comments to a CRM record

Collaborate with your team and nurture leads by adding comments to activities in a record. Other users with access to the record will be able to see and reply to your comment. Comments can be added to the following activities:

• Calls
• Tasks
• Notes
• Meetings
• Manually logged emails. 

Learn how to add comments to an activity on a record. 

Add comments in the conversations inbox 

Work with users in your team to review conversation threads or to follow up with contacts by adding comments to a conversation. These comments are only visible to users in HubSpot and will not be visible to the contact. Learn how to add comments to a conversation. 

Add comments to a workflow action

Add comments to your workflow and individual workflow actions. Comments can be added to all workflow actions, including if/then branches. Learn how to add comments to a workflow.