HubSpot Notes

Name: Notes API
Brand: HubSpot Notes
Availability: InStock

✓ Official Vendor SpecCRMContact Managementoauth211 EndpointsREST

Install Jentic One Beta

Connect the Notes to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Notes, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Notes API.

Create individual or batched note records and associate them with one or more CRM records

Search notes by body content, owner, creation date, or associated record

Update note body or attachments with single PATCH or batch update calls

GET STARTED

Start building with Notes API

Explore with Jentic

View OpenAPI Document

For Agents

Create, update, search, and link HubSpot note records to contacts, companies, deals, and tickets, including batch operations.

Use for: I need to log a note on a contact summarising the call we just had, I want to sync notes from Gong into HubSpot timelines, Search for notes mentioning 'pricing concern' across all deals, List every note attached to a specific company

Not supported: Does not handle email threads, call recordings, or task creation - use for HubSpot CRM note engagement records only.

Use Cases

Patterns agents use Notes API for, with concrete tasks.

★ Log AI-Generated Meeting Summaries

After a call or meeting, an AI summarisation pipeline can post the summary as a HubSpot note linked to the contact and deal so reps see the recap on the timeline without leaving the CRM. The note creation endpoint accepts an associations array, and rich-text bodies render natively in the HubSpot UI.

POST /crm/v3/objects/notes with hs_note_body containing the meeting summary text and an associations array linking the note to the contact and deal IDs.

Sync Notes from a Sales Engagement Platform

Mirror notes captured in a dialer, email tool, or revenue-intelligence platform into HubSpot so the CRM remains the unified record of conversations. Batch upsert keyed by an external note ID handles both create and update in one call, which suits a sync that runs every few minutes off platform webhooks.

POST /crm/v3/objects/notes/batch/upsert with up to 100 note records keyed by external_note_id and associations to the corresponding contact records.

Agent-Driven Note Search and Triage

An AI agent inside a sales-ops copilot can search across notes for keywords (objections, blockers, named competitors) to surface accounts that need attention. Through Jentic, the agent finds the note search operation by intent and runs filterGroups against hs_note_body, returning the matching deals or contacts for downstream action.

POST /crm/v3/objects/notes/search with filterGroups for hs_note_body CONTAINS_TOKEN 'pricing', sorted by created date descending, returning the top 50 with associated contact and deal IDs.

Key Endpoints

11 endpoints — the hubspot crm notes api manages the note engagement object that captures free-text annotations on contacts, companies, deals, and tickets in hubspot.

METHOD

PATH

DESCRIPTION

POST

/crm/v3/objects/notes

Create a note

GET

/crm/v3/objects/notes

List notes

GET

/crm/v3/objects/notes/{noteId}

Read a specific note

PATCH

/crm/v3/objects/notes/{noteId}

Update a note

POST

/crm/v3/objects/notes/search

Search notes by property filters

POST

/crm/v3/objects/notes/batch/upsert

Upsert notes by unique property

POST

/crm/v3/objects/notes

Create a note

GET

/crm/v3/objects/notes

List notes

GET

/crm/v3/objects/notes/{noteId}

Read a specific note

PATCH

/crm/v3/objects/notes/{noteId}

Update a note

POST

/crm/v3/objects/notes/search

Search notes by property filters

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Your HubSpot token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'create a HubSpot note' or 'search notes on a contact', and Jentic returns the matching note operation with its input schema, including the associations array shape, so the agent calls the right endpoint without browsing the reference docs.

Time to first call

FAQs

Specific to using Notes API through Jentic.

What authentication does the HubSpot Notes API use?

OAuth 2.0 Bearer tokens or HubSpot Private App tokens in the Authorization header. Jentic stores the token encrypted in the vault and provides the agent with a scoped reference, never the raw token.

Can I attach a note to multiple records in one call?

Yes. POST /crm/v3/objects/notes accepts an associations array on the request body so a note can link to a contact, the contact's company, and a related deal in a single request.

What are the rate limits for the HubSpot Notes API?

Standard HubSpot quotas apply: 100 requests per 10 seconds for OAuth apps and 110 for Private Apps, with daily caps that vary by Hub tier. Batch endpoints accept up to 100 records per call and count as one request, which is the right pattern for high-volume note ingestion.

How do I post an AI-generated meeting summary as a note through Jentic?

Run pip install jentic, call client.search('create a HubSpot note on a contact'), client.load to get the schema for POST /crm/v3/objects/notes, and client.execute with hs_note_body containing the summary text and an associations array linking the contact and deal IDs.

Can I search notes by their text content?

Yes. POST /crm/v3/objects/notes/search supports filters on hs_note_body using operators such as CONTAINS_TOKEN, which is how you find notes mentioning specific keywords across the portal.

Does this API support attachments on notes?

Yes. The hs_attachment_ids property on a note holds a comma-separated list of file IDs from the HubSpot Files API. Set the property at create or update time to attach files to the note.

Can I limit what my agent is allowed to do with the HubSpot Notes API?

Yes. Jentic One is self-hosted, so you run it and your own rules decide which note operations and credentials the agent can use. You can allow just the operations it needs, such as creating notes with POST /crm/v3/objects/notes and searching them with POST /crm/v3/objects/notes/search, while withholding update paths like PATCH /crm/v3/objects/notes/{noteId} or batch upsert. The agent can only call the operations you have granted, and your stored HubSpot token is injected at execution time rather than exposed to the agent.

HubSpot Notes

Connect the Notes to your agent

Capabilities

Start building with Notes API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs