---
title: How do I log a call, note, email or meeting to Hubspot?
description: Attach updates to companies,  contacts or deals.
---

[Skip to content](https://support.goodwood-consulting.com/client-knowledge/how-do-i-log-a-meeting#main-content)

English

Show submenu for translations

![Goodwood-FullLogo-Black.svg\]](https://support.goodwood-consulting.com/hubfs/Goodwood-FullLogo-Black.svg)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 Welcome to the Goodwood Knowledge Base

- There are no suggestions because the search field is empty.

1. [Goodwood Client Knowledge Base](https://support.goodwood-consulting.com/client-knowledge?hsLang=en)
2. [CRM (Basic Training)](https://support.goodwood-consulting.com/client-knowledge/crm-basic-training?hsLang=en)

# How do I log a call, note, email or meeting to Hubspot?

## Attach updates to companies, contacts or deals.

In HubSpot, you can set up meetings, call, and send one-to-one emails with a contact. These activities are logged on records automatically.

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 or a note in any record.

#### Log a call, note, email, or meeting on desktop

- Navigate to your records:
- **Contacts:** In your HubSpot account, navigate to **Contacts** \> **Contacts**.
- **Companies:** In your HubSpot account, navigate to **Contacts** \> **Companies**.
- **Deals:** In your HubSpot account, navigate to **Sales** \> **Deals**.
- **Tickets:** In your HubSpot account, navigate to **Service** \> **Tickets**.
- **Custom objects:** In your HubSpot account, navigate to **Contacts** \> **\[Custom object\]**. If your account has more than one custom object, hover over **Custom Objects**, then select the **custom object** you want to view.

- Click the **name** of the record.
- In the left panel, click addLog L**Log** or **description** orNotNote to create a new activity or note.

![](https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/log.png?t=1547006493832&width=320&name=log.png)

- Depending on the activity, select Log a call, Log an email, or Log a meeting. 
    - When logging a call: 
          - To categorize the [call's outcome](https://knowledge.hubspot.com/calling/create-custom-call-outcomes), click the **Call outcome** dropdown menu
          - To categorize the goal of the call, click the **Type** dropdown menu to categorize the call's goal. Learn how to [create call types](https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-create-and-use-call-and-meeting-types).
          - To indicate whether this was an inbound or outbound call, click the D**irection** dropdown menu. Learn more about using a [HubSpot provided phone number](https://knowledge.hubspot.com/calling/manage-phone-numbers-registered-for-calling#acquire-and-configure-a-hubspot-provided-phone-number) to receive incoming calls forwarded to your personal device, or how to [make outbound calls](https://knowledge.hubspot.com/calling/use-the-calling-tool) from HubSpot.

![log-call-direction](https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/log-call-direction.png?width=640&name=log-call-direction.png)

- - 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](https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-create-and-use-call-and-meeting-types).

![log-a-meeting](https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/log-a-meeting.png?width=600&name=log-a-meeting.png)

- 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.
- Once you're filled out your activity or note, click **Log activity** or **Save note**. 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.
- Select the object you'd like to log a note, activity, or task for: 
    - **Contacts:** In the bottom navigation menu, tap **Contacts**.
    - **Companies**: In the bottom navigation menu, tap **Contacts**, then tap the **Companies** tab.
    - **Deals**: In the bottom navigation menu, tap **Deals**.
    - **Tickets** (Android only): In the bottom navigation menu, tap **More**, then tap **Tickets**.
- Tap the **name** of the record.
- On the *Activity* tab, tap **Add note**, **Create task**, or **Log Activity**. If you tapped *Log Activity*, select **Call**, **Email**, or **Meeting**.

![log-activity-mobile-app-1](https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/log-activity-mobile-app-1.jpeg?width=340&name=log-activity-mobile-app-1.jpeg)

- Enter the details for your note, activity, or task. If you're using the mobile app on an Android device, you can [use snippets](https://knowledge.hubspot.com/conversations/use-snippets#use-snippets) to quickly enter a short, reusable block of text to the activity details.
- If you're logging a call or meeting on an iOS device, you can select a call or meeting outcome and type. You must have set up outcomes and types in your desktop app before you can select them on your mobile device.  
    - Tap **Call outcome** or **Call type** and select an [**outcome**](https://knowledge.hubspot.com/calling/create-custom-call-outcomes)or [**type**](https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types).
    - Tap **Meeting outcome** or **Meeting type** and select an [**outcome**](https://knowledge.hubspot.com/meetings-tool/share-scheduling-pages#add-a-meeting-outcome)or [**type**](https://knowledge.hubspot.com/calling/create-custom-call-outcomes).

![call-outcome-on-mobile](https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/call-outcome-on-mobile.png?width=422&name=call-outcome-on-mobile.png)

- Click to toggle the **Follow up task** switch on to [create a new task](https://knowledge.hubspot.com/mobile/use-tasks-in-the-hubspot-mobile-app#create-tasks-in-the-hubspot-mobile-app) as a follow up action from your activity.
- Tap **Save**. The note, activity, or task will now appear in the record's timeline.

- [HubSpot User Accounts (Basic Training)](https://support.goodwood-consulting.com/client-knowledge/hubspot-user-accounts-basic-training?hsLang=en#main-content)

    - [User Accounts](https://support.goodwood-consulting.com/client-knowledge/hubspot-user-accounts-basic-training?hsLang=en#user-accounts)
    - [Connecting User Email Account](https://support.goodwood-consulting.com/client-knowledge/hubspot-user-accounts-basic-training?hsLang=en#connecting-user-email-account)
    - [Connecting User Calendar](https://support.goodwood-consulting.com/client-knowledge/hubspot-user-accounts-basic-training?hsLang=en#connecting-user-calendar)
    - [Connecting User Phone (Calling)](https://support.goodwood-consulting.com/client-knowledge/hubspot-user-accounts-basic-training?hsLang=en#connecting-user-phone-calling)
- [HubSpot User Accounts (Advanced)](https://support.goodwood-consulting.com/client-knowledge/hubspot-user-accounts-advanced?hsLang=en#main-content)

    - [System Notification Options / Preferences](https://support.goodwood-consulting.com/client-knowledge/hubspot-user-accounts-advanced?hsLang=en#system-notification-options-preferences)
- [CRM (Basic Training)](https://support.goodwood-consulting.com/client-knowledge/crm-basic-training?hsLang=en#main-content)

    - [Contacts (People)](https://support.goodwood-consulting.com/client-knowledge/crm-basic-training?hsLang=en#contacts-people)
    - [Companies (Entities)](https://support.goodwood-consulting.com/client-knowledge/crm-basic-training?hsLang=en#companies-entities)
    - [CRM Object Associations](https://support.goodwood-consulting.com/client-knowledge/crm-basic-training?hsLang=en#crm-object-associations)
    - [Importing CRM Data](https://support.goodwood-consulting.com/client-knowledge/crm-basic-training?hsLang=en#importing-crm-data)
    - [Connecting Your Email to Hubspot](https://support.goodwood-consulting.com/client-knowledge/crm-basic-training?hsLang=en#connecting-your-email-to-hubspot)
- [Marketing](https://support.goodwood-consulting.com/client-knowledge/marketing?hsLang=en#main-content)

    - [Marketing Funnel (Lifecycle Stages)](https://support.goodwood-consulting.com/client-knowledge/marketing?hsLang=en#marketing-funnel-lifecycle-stages)
    - [Marketing Email (Regular & Automated)](https://support.goodwood-consulting.com/client-knowledge/marketing?hsLang=en#marketing-email-regular-automated)
- [Sales](https://support.goodwood-consulting.com/client-knowledge/sales?hsLang=en#main-content)

    - [Sales Email (Templates & Sequences)](https://support.goodwood-consulting.com/client-knowledge/sales?hsLang=en#sales-email-templates-sequences)
    - [Sales Documents](https://support.goodwood-consulting.com/client-knowledge/sales?hsLang=en#sales-documents)

[![Chill listening crop-3](https://support.goodwood-consulting.com/hubfs/Goodwood-FullLogo-Black.svg "Chill listening crop-3")](https://www.goodwood-consulting.com)

Goodwood Consulting | Knowledge Base

Copyright © 2026, Goodwood Consulting