Automatic Meeting Transcription

Automatically transcribes meetings and logs the full conversation to the relevant HubSpot contact, deal, or company. This saves time, reduces manual work, and ensures teams always have a clear, searchable record of what was discussed — all within the CRM.

AI-Powered Meeting Summaries

AI-generated summaries capture key points, action items, and next steps from meetings, then log them directly to the relevant HubSpot record. This saves time, keeps teams aligned, and ensures important insights are always documented — even if someone misses the call.

CRM Contact & Deal Association

Automatically links transcripts and summaries to the right contact, deal, or company in HubSpot using email participants and CRM context. No manual matching needed — meeting insights are always filed where they belong, ensuring seamless team collaboration and follow-up.

Transcript File Upload to HubSpot

Automatically uploads meeting transcripts as PDF or text files to HubSpot and links them to the relevant contact, deal, or company. Optionally, a recording URL (e.g., Zoom link) is also attached for quick reference. This makes it easy for teams to access and share full meeting content directly from the CRM.

Multi-Platform Meeting Integration

Detects meetings from Zoom, Google Meet, and Microsoft Teams via connected calendars and syncs transcripts and summaries to the right HubSpot records — no manual work needed. Ideal for teams using multiple meeting platforms.