Otter.ai
Leading
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Otter.ai Subscription - Basic, Pro, Business, or Enterprise plans
Overview
1/1 - Map insights to HubSpot properties
Otter is your AI Notetaker that captures, transcribes, and summarizes every conversation in real time.
With Otter for HubSpot, your meeting insights automatically map to HubSpot to streamline follow-ups, keep your CRM current, and help every deal stay on track.
With Otter for HubSpot, you can:
Eliminate manual data entry by automatically mapping key insights from your meetings to HubSpot properties
Consistently capture the right things by using custom templates that standardize notes across every meeting type
Get instant answers and action with Advanced AI Chat that searches your CRM and meeting history to surface whatever you need
Features
Sync meeting notes
Otter for HubSpot captures and classifies important insights like budget, next steps, decision makers, and many more, automatically mapping them directly to your HubSpot deal properties without joining or interrupting the call. Don’t want to use property fields? You can always create a general meeting object directly in HubSpot.
Custom templates
Create or choose from a wide array of meeting summary templates so your reps always capture the most important information. Each meeting summary feeds clean, structured data into HubSpot, giving managers consistent insights across every region and pipeline stage.
Advanced Agentic AI Chat
Otter AI Chat pulls answers from every meeting in your workspace to create a living knowledge base to deliver tailored insights and automate tasks effortlessly.
App Functionality
Shared Data
Conversation participants | ||
Sales Insights | ||
Conversation participants | ||
Conversation participants | ||
Conversation participants | ||
Conversations |
Reviews
3.9
54
3.9
54
- Aug 13, 2026
Specific Otter.AI Package Needed
According to Otter.AI's customer support, this only works with their Enterprise package, which doesn't seem to be advertised anywhere.
Can't use it
Wenning, A.
- Mar 26, 2026
bad experience
not working at all
Sukhman, O.
Pricing
Basic
$0
The easiest way to try Otter
AI meeting assistant records, transcribes and summarizes in real time
Otter AI Chat: Chat live with Otter and teammates, and get answers to meeting questions
Add teammates to your workspace
Joins Zoom, MS Teams, and Google Meet to automatically write and share notes
300 monthly transcription minutes; 30 minutes per conversation; Import and transcribe 3* audio or video files lifetime per user
Basic
$0
The easiest way to try Otter
AI meeting assistant records, transcribes and summarizes in real time
Otter AI Chat: Chat live with Otter and teammates, and get answers to meeting questions
Add teammates to your workspace
Joins Zoom, MS Teams, and Google Meet to automatically write and share notes
300 monthly transcription minutes; 30 minutes per conversation; Import and transcribe 3* audio or video files lifetime per user
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 12/08/2025
More info
Built by - Otter.ai
Installs - 6K installs
Categories Languages this app is available in English
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