How to Log Activities on Records in Hubspot

Keeping complete interaction history in Hubspot is essential for accurate reporting and smooth handoffs between sales, marketing, and service teams. This guide explains how to manually log calls, emails, meetings, notes, and tasks on CRM records so every customer touchpoint is captured.

Understanding Activity Types in Hubspot

On contact, company, deal, and ticket records, you can record several activity types. Each one appears in the activity timeline and can be filtered for better insights.

• Notes – internal comments and context.
• Calls – inbound or outbound call information.
• Emails – one‑to‑one logged emails.
• Meetings – scheduled or completed meetings.
• Tasks – follow‑up to‑dos and reminders.

These activities can be added manually on the record or sometimes created automatically by other tools and integrations connected to your Hubspot account.

Accessing Records in Hubspot

Before logging an activity, you need to open the relevant record.

1. In your Hubspot account, go to Contacts, Companies, Deals, or Tickets.
2. Use search or filters to find the record you want.
3. Click the record name to open the full record view.

On the record page, the middle column displays the activity timeline, where you will log and review interactions.

Using the Hubspot Activity Timeline

The activity timeline is where all notes, calls, emails, meetings, and tasks are stored. You can:

• Filter activities by type.
• Expand or collapse activity details.
• Edit or delete existing activities when necessary.

At the top of the timeline, you will see tabs or buttons such as Note, Call, Log, Meeting, and Task. Each option opens a different activity editor.

How to Log Notes in Hubspot

Notes capture internal details about a record, such as context from a conversation or key account updates.

1. Open the desired record in Hubspot.
2. In the activity timeline, click Note.
3. Type your note in the editor. You can format text, add mentions, and attach files.
4. Adjust associations if the note should be linked to additional contacts, companies, deals, or tickets.
5. Click Save note to add it to the timeline.

Notes are visible to users with access to the record and help keep everyone aligned on the latest information.

How to Log Calls in Hubspot

You can log calls that happened outside the calling tool so they appear in the contact or company history.

1. Open the contact, company, deal, or ticket record.
2. Click Call or Log call in the activity timeline.
3. Select the call outcome and type, such as Connected or No answer, depending on your options.
4. Add a summary of what was discussed in the call description box.
5. Set the date and time if different from the current moment.
6. Confirm or modify associations to link the call to other related records.
7. Click Save or Log call.

The call activity will now appear in the timeline and can be used in reports and filters across Hubspot.

How to Log Emails in Hubspot

While many emails are logged automatically using connected inboxes, you may need to log an email manually.

1. From the record timeline, click Log and choose Email if presented with options.
2. Enter the email subject and body or a brief summary.
3. Set the appropriate date and time the email was sent or received.
4. Adjust the email type or direction if available (for example, sent vs. received).
5. Review associations so the email appears on all proper records.
6. Click Save to create the email activity.

Manual email logging helps maintain a complete communication history even when messages are sent outside connected tools.

How to Log Meetings in Hubspot

Meetings can represent discovery calls, demos, onboarding sessions, or support reviews.

1. Open the appropriate record in Hubspot.
2. Click Meeting in the activity toolbar.
3. Enter the meeting title, date, time, and duration.
4. Add a description, agenda, or key outcomes in the notes area.
5. Set the meeting outcome or type if your account includes these properties.
6. Confirm which records should be associated with the meeting.
7. Click Save or Log meeting.

The meeting will appear in the record timeline and can be referenced by anyone working with that company or contact.

How to Create Tasks in Hubspot

Tasks ensure follow‑up actions do not fall through the cracks. They can be created directly from the activity timeline.

1. On the record page, click Task.
2. Enter a clear task title, such as “Follow up with proposal”.
3. Optionally add a description with extra details or links.
4. Set a due date and time so Hubspot can surface the task at the right moment.
5. Choose a task type if available, like Call, Email, or To‑do.
6. Assign the task owner who will be responsible for completion.
7. Confirm associations with other records.
8. Click Save task.

Tasks can later be managed from the central tasks tool, where users can sort, filter, and complete their open items.

Managing and Editing Hubspot Activities

After activities are logged, you may need to update details or correct mistakes.

• Edit an activity: Hover over the activity in the timeline and click the edit icon. Adjust fields like date, outcome, or description, then save.
• Delete an activity: Use the actions menu on the activity and select delete if you have sufficient permissions.
• Change associations: In the edit view, add or remove associated records so the activity appears only where appropriate.

Editing activities keeps your Hubspot data accurate and trustworthy for reporting and automation.

Best Practices for Logging Activities in Hubspot

To get consistent, reliable data from your CRM, align your team on a few best practices.

• Log activities as soon as possible after the interaction.
• Use clear, descriptive titles and summaries.
• Always check associations for key accounts and deals.
• Use standardized call and meeting outcomes where provided.
• Train new users on the activity timeline layout and options.

Well‑maintained timelines improve forecasting, pipeline reviews, and customer experience across your Hubspot portal.

Additional Hubspot Resources

For full, source‑level instructions on logging activities, review the official documentation: How to manually log activities on records.

If you need broader CRM and marketing operations help, consult specialized teams such as Consultevo, which supports implementation and optimization projects.

By following the steps above for notes, calls, emails, meetings, and tasks, your team can maintain a complete, reliable interaction history in Hubspot and make better data‑driven decisions.