HubSpot Note Template Inserter

WHAT IT DOES

HubSpot Note Template Inserter is a floating panel that stores and manages note templates for HubSpot. Create templates with a name and content for common note scenarios (meeting summaries, call notes, follow-ups, deal updates). Edit or delete existing templates. Search through your templates by name or content. Click a template to insert it directly into the HubSpot note/activity field, or use the "Copy" button to copy it to your clipboard. This saves time when documenting activities in HubSpot CRM.

WHERE IT RUNS

This script runs on HubSpot (https://app.hubspot.com/*). It reads only the page you are looking at, never other tabs, bookmarks, or browser data. All data stays in your browser — nothing is sent anywhere.

HOW TO USE

Open a contact, company, deal, or ticket in HubSpot and navigate to the notes or activity section. Click the HubSpot Note Template Inserter panel button in the BotGentz extension toolbar. The panel appears at the edge of the page. To create a template, enter a name and content, then click "Save". To use a template, click it — it inserts into the note field automatically. Use the "Copy" button to copy without inserting. Search templates using the search box. Edit or delete templates using the buttons on each template. Import/export templates for backup or sharing.

TECHNICAL MECHANISM

Templates are stored as an array of objects with name and content properties, persisted using GM_setValue and restored with GM_getValue. Clicking a template finds the HubSpot note field using selectors ([data-test-id="note-body"], .note-body, .hs-note-body, textarea with note placeholder, etc.) with a fallback that finds any visible textarea or contenteditable in the note area. It then inserts the template content at the cursor position and dispatches input/change events to trigger HubSpot's reactivity. If no note field is found, it copies to clipboard using GM_setClipboard. The search filters templates by name or content in real time.

THE PANEL

The panel is a floating overlay that you can drag anywhere on the screen by its header. It remembers its position per site so it reappears where you left it. The panel can be collapsed into a small handle to get it out of the way, and snapped to the edge of the page. It can be resized to fit your workflow. Press Escape to close the panel.

PLEASE NOTE

This script requires the free BotGentz extension to run. All data stays in your browser — nothing is transmitted or shared. The script runs on app.hubspot.com and inserts text into the note field if you are on a record page with a note editor. HubSpot's interface may change — the script may need updates to match new selectors.