Notes

Groundhogg’s Notes feature provides a simple yet powerful way to keep track of important information about your contacts. You can add notes directly within the contact record or automate note-taking using the Create Note action in flows.

Create notes manually

Easily add notes to a contact’s profile to document conversations, track follow-up reminders, or record any relevant details. This keeps all your insights and observations neatly organized and accessible whenever you need them.

Create notes automatically

Using the Create Note action in flows, you can automatically generate notes based on specific interactions or events. This is perfect for logging activity, tracking the progress of a contact through a funnel, or documenting key milestones without manual input.