Workflows · 1 min read
Add Internal Comments Automatically
The Add Internal Comment action posts a private note in a contact's conversation. Only your team sees it. The contact never does.
Ways to use it
- Leave a note for sales when a lead books a call
- Flag a VIP or a past-due account
- Summarize form answers so the next person has context
Set it up
- Add the Add Internal Comment action to your workflow.
- Write the comment. You can include contact fields and trigger data.
- Optionally mention team members so they get notified.
- Save and publish.