Can we custom the Activity (like Notes and Task) in Hubspot


#1

can we custom the Activity (like Notes and Task) in Hubspot.


#2

Hi @Murugeswari,

It's not currently possible to create custom engagement types (e.g. creating CHAT in addition to NOTE, TASK, CALL, etc.), but you have full control over the body & other fields of existing engagement types. As a workaround, you could create NOTE type engagements that contain all the information you'd like to include in a custom engagement type.

I'd recommend the following:

  • If you have the inclination, I would encourage you to check out the Ideas Forum on the HubSpot Community. There, you can create a post including your use case that product and other customers can see.
  • You might find that the Timeline API fits your goal better than a workaround involving engagements (see below).