PocketRecall
Turning human interactions into business intelligence
Built by - EP FACTORY
Installs - <10 installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared PocketRecall Subscription - Free tier, Essential, Team, or Pro plans
Overview
1/1 - PocketRecall integration page
Pocket Recall helps revenue teams turn event and field interactions into structured, actionable customer intelligence inside HubSpot.
Most teams attend trade shows, meetings, and business events with fragmented workflows: notes are scattered, lead details are incomplete, follow-up is delayed, and valuable context never makes it into the CRM. As a result, sales teams lose opportunities, managers lack visibility, and event ROI is difficult to measure.
Pocket Recall solves this by capturing lead and conversation data in the field, structuring it with AI, and pushing it into HubSpot so teams can act on it immediately. Users can collect contact information, capture notes and meeting context, enrich interactions with relevant details, and sync the right information back to HubSpot for cleaner records and faster follow-up.
By connecting Pocket Recall to HubSpot, teams can reduce manual data entry, improve CRM data quality, accelerate post-event follow-up, and turn in-person conversations into measurable pipeline and business intelligence.
Features
Contact Sync (Push to HubSpot)
When syncing a contact, automatically creates a timestamped note in HubSpot containing the conversation summary, key takeaways, and next steps from the interaction — giving your sales team full context without manual data entry.
Contact Lookup & Enrichment
When scanning a badge at an event, PocketRecall checks if the contact already exists in your HubSpot CRM. If found, it pulls their profile, company, deals, notes, and recent activities (emails, calls, meetings, tasks) — so you have full context before the conversation even starts.
Automatic Note Creation
When syncing a contact, automatically creates a timestamped note in HubSpot containing the conversation summary, key takeaways, and next steps from the interaction — giving your sales team full context without manual data entry.
Import Contact Data from HubSpot
Pull a contact's full HubSpot history into PocketRecall — including deals, notes, email activity, calls, and meetings — for both the contact, their deals, and their associated company. View everything in one place without switching between tools.
App Functionality
Shared Data
Contacts | ||
Companies | ||
Conversation Notes | ||
Deals | ||
Activities |
Only contacts that are manually entered or scanned via badge at events in PocketRecall trigger a data sync with HubSpot.
Reconciliation is based on the professional email address, or a combination of first name, last name, and company name when no email is available.
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Pricing
Free tier
€0
Get started at no cost
Basic contact management
Limited badge scanning
Single user access
Free tier
€0
Get started at no cost
Basic contact management
Limited badge scanning
Single user access
* 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: 04/16/2026
More info
Built by - EP FACTORY
Installs - <10 installs
Categories Languages this app is available in English andFrench
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