Playbook Capture
Built by - 株式会社 Magic Moment
Installs - 10+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Playbook Capture Subscription - Magic Moment Playbook plan
Overview
1/2 - We automatically collect data from all customer touchpoints, structure it using AI, and enable two-way integration with HubSpot—transforming sales activities into “actionable data” that can be naturally leveraged.
Playbook Capture is an SFA/CRM solution that comes standard with AI-powered automatic recording.
It automatically captures all customer touchpoints—including in-person and online sales meetings, IP phone calls, emails, calendar events, and scanned business cards—and uses AI to structure the data, syncing it bidirectionally with HubSpot.
Sales reps simply review and approve the content. With zero manual data entry, sales data transitions from being merely “collected” to being “actionable.”
■ Moving from “entering data later” to “records are saved as you speak”
With typical SFA/CRM systems, representatives rely on their memory to enter data after a meeting ends, leading to omissions and inconsistencies in how information is recorded.
With Playbook, AI records the details of meetings and phone calls in real time and automatically syncs them with HubSpot.
Representatives simply need to review and approve the content, ensuring that data of consistent detail is retained regardless of who creates the record.
■ What You Can Do with HubSpot Integration
Automatic capture of customer interactions: In-person meetings (smartphone recordings) / Online meetings (Zoom, Teams, Google Meet) / IP phone calls (Zoom Phone, MiiTel, BIZTEL, etc.) / Email (Microsoft 365, Google Workspace) / Calendar / Business card scanning
AI-Driven Structuring: Transcription → Summary → Next Action Generation → Field-Level Categorization (BANT, Challenges, Competitors, etc.)
Two-Way Synchronization with HubSpot: Synchronization of companies, contacts, deals, and owners; logging of activities such as calls, meetings, notes, and tasks; linking between objects; and automatic updates to custom properties and custom objects
Business Applications: Automated report delivery, early detection of stalled deals, and more accurate forecasting
■ For challenges like these
Post-meeting data entry is put off, so data doesn’t accumulate in HubSpot
Records rely on the representative’s memory, resulting in inconsistent data quality that cannot be used for analysis
Managers must rely on meetings or verbal confirmations to track progress
■ Requirements
A Magic Moment Playbook subscription is required to use this app.
For details and inquiries, please visit the official website ( https://magicmoment.jp/playbook ).
This app is available in Japanese only.
Features
Automatically capture all customer touchpoints
Record in-person meetings with a single tap on your smartphone, and automatically record online meetings on Zoom, Teams, and Meet. It also supports IP phones (Zoom Phone, MiiTel, and others), email and calendars (Microsoft 365, Google Workspace), carrier mobile phones (Docomo, SoftBank), and business card scanning, digitizing every point of contact.
AI Automatically Structures Conversation Content
It handles everything from transcription and summarization to generating next steps and categorizing items by property level. It automatically tags BANT criteria, sales meeting objectives, and competitor information.
Two-Way Sync with HubSpot — Just Approve, No Double Entry
Synchronizes Companies, Contacts, Deals, Owners, and Custom Objects bidirectionally, and records emails, calls, meetings, notes, and tasks as activities. Relationships between objects are also synchronized, and pending meetings and tasks are treated as scheduled activities and tasks in Playbook.
Automatic Updates for Custom Properties and Custom Objects
You can also map and sync your company's proprietary properties and custom objects. Company-specific management fields, such as industry and project category, can be exchanged with HubSpot in both directions, just like standard fields.
Sales Activities and Management Support
We provide suggestions and reminders for next steps; AI-powered review of sales meeting summaries and automated email generation; automatic aggregation and distribution of daily and weekly reports; and early detection of stalled deals with alerts.
Display customer information on a map to support field sales
From the map's starting point, you can check, navigate, and record—all within a single UI. It integrates seamlessly into field sales and naturally accumulates customer data.
Supports a wide range of data types
In addition to text, numbers, dates and times, single-select, multi-select, and boolean values, it also supports calculated fields and roll-up scores. Since the input format on the Playbook side is automatically configured based on the HubSpot field type, all you need to do is select the corresponding mapping. Both standard and custom properties can be synchronized in both directions—read and write.
App Functionality
Shared Data
商談 | ||
カスタムオブジェクト | ||
取引先担当者 | ||
取引先 | ||
ユーザー | ||
活動（タスク） | ||
活動（アポイントメント） | ||
活動（メール） | ||
活動（メモ） |
Reviews
Pricing
Magic Moment Playbook
¥5,000
/monthMagic Moment Playbook
¥5,000
/month* 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: 09/02/2026
More info
Built by - 株式会社 Magic Moment
Installs - 10+ installs
Categories Languages this app is available in Japanese
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