Excel Add-In for HubSpot

Build 25.0.9434

EngagementsNotes

Retrieves all note engagement records, helpful for logging internal or customer-related notes.

SELECT

When selecting Note Engagements, they can be filtered by columns marked below as 'Filterable'. For those columns, the supported server-side operators is: =.

SELECT * FROM EngagementsNotes WHERE ID = '11896226519'

INSERT


INSERT INTO EngagementsNotes ([Note body], [UpdatedAt], [Activity date]) VALUES ('Body of the note.', current_timestamp(), current_timestamp() )

UPDATE


UPDATE EngagementsNotes SET [Note body] = 'Updated body of the note.' WHERE ID = '11896226519'

DELETE


DELETE FROM EngagementsNotes WHERE ID = '11896226519'

Columns

Name Type ReadOnly References Filterable Description
Id [KEY] Long True True

Unique identifier assigned to the note engagement record in HubSpot.

Archived Bool True False

Indicates whether the note has been archived and is no longer active or visible in the CRM timeline.

CreatedAt Datetime True False

Timestamp of when the note was first created in HubSpot.

UpdatedAt Datetime True False

Timestamp of the most recent update made to the note engagement record.

Business units String False True

Business units associated with this note engagement, useful for segmentation and access control.

AtMentioned Owner Ids String False True

HubSpot owner IDs that were mentioned in the body of the note.

Attached file IDs String False True

IDs of any files that are attached to the note for reference or record-keeping.

Body preview String True True

A shortened preview of the note's content, truncated for display in summaries or lists.

HTML Body Preview String True True

HTML-formatted version of the note body preview, used for display in the UI with formatting.

Body Preview Truncated Bool True True

Boolean indicating whether the previewed note content was cut off due to length.

Activity created by Decimal True True

ID of the user who originally created the note engagement.

Created by user ID Decimal True True

HubSpot user ID of the note's creator. This value is automatically populated and read-only.

Create date Datetime True True

Date and time when the note engagement was created.

Engagement Source String False True

The origin of the engagement, such as CRM UI, API, or an integration.

Engagement Source ID String False True

Unique identifier for the source or process that created the note engagement.

Follow up action String False True

Suggested action to take after this note, such as a call or email follow-up.

GDPR deleted Bool True True

Indicates whether the note content has been erased in response to a GDPR deletion request.

HdTicketIds String True True

All Helpdesk ticketIds associated with the Note.

Last modified date Datetime True True

Timestamp of the latest change to any property on the note engagement.

Merged object IDs String True True

IDs of other note engagements that were merged into this record by HubSpot.

Updated by Decimal True True

ID of the user who most recently edited or updated the note.

Note body String False True

The full content of the note, containing relevant details, context, or observations.

Record ID Decimal True True

Unique ID (generated by HubSpot) for this note engagement. Automatically set and immutable.

Product name String False True

Product or service referenced or associated with this note, if applicable.

Queue Memberships String False True

Names or IDs of queues to which this note engagement is assigned for task or ticket tracking.

Read Only Object Bool True True

Boolean indicating whether this record is read-only and cannot be modified by users.

Activity date Datetime False True

The date and time when the note activity took place or was logged.

Unique creation key String True True

A unique identifier used to ensure idempotent note creation, avoiding duplicates.

Unique ID String False True

Secondary unique identifier for the note engagement, used internally for tracking and syncing.

Updated by user ID Decimal True True

HubSpot user ID of the person who last modified this engagement. Automatically tracked.

User IDs of all notification followers String True True

List of user IDs who have opted to receive notifications when this engagement is updated.

User IDs of all notification unfollowers String True True

Owner user IDs who have opted out of receiving notifications for this note engagement.

User IDs of all owners String True True

List of all owners, both default and custom, associated with this note engagement.

Owner Assigned Date Datetime True True

Timestamp indicating when ownership of this note engagement was assigned or most recently changed.

Activity assigned to String False True

HubSpot or Salesforce integration user assigned to this note. Can be set manually or via automation.

HubSpot Team String True True

Team that owns this note engagement, based on the assigned owner's team.

All owner ids String True True

All values from owner-referencing properties (default and custom) tied to this engagement.

All team ids String True True

Team IDs directly associated with the owners of this note engagement.

All accessible team ids String True True

Full list of team IDs, including inherited ones from team hierarchy, that can access this note.

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Build 25.0.9434