In HubSpot, you can set up meetings, call, and send one-to-one emails with a contact. These activities are logged on records automatically. However, when you connect with a contact outside of HubSpot (e.g., a last minute meeting with a client that wasn't booked), you can manually log the activity in the record.
When logging a call, click the Call outcome dropdown menu to categorize the call's outcome and click the Type dropdown menu to categorize the call's goal. Learn how to create call types.
When logging a meeting:
To add another person to the meeting, click the Attendees dropdown menu and select the user.
To categorize the meeting outcome, click the Outcome dropdown menu and select the outcome.
To categorize the meeting's goal, click the Type dropdown menu and select its type. Learn how to create meeting types.
To update the date and time of the activity, click the Date and Time dropdown menus.
In the toolbar at the bottom, click the icons to format your text or insert a snippet, link, or image.
The activity will appear on the timeline of records selected in the Associated with dropdown menu. Click the Associated with dropdown menu to search and select records you'd like to associate with the activity or deselect records to dissociate them from the activity.
Click Log activity. The activity will now appear on the record's timeline.
Log notes, activities, or tasks in the HubSpot mobile app
Open the HubSpot app on your device.
In the bottom navigation menu, tap Contacts.
To log a note, activity or task on a contact record, tap the name of a contact. To log a note, activity, or task on a company record, tap the Companies tab, then tap the name of a company.
On the Timeline tab, tap Add note, activity, or task.
Enter the details for your note, activity, or task. If you're using the mobile app on an Android device, you can use snippets to quickly enter a short, reusable block of text to the activity details.
Tap Save. The note, activity, or task will now appear in the record's timeline.