Tana is an agentic meeting platform where AI does the work you discuss, not just records it. With this integration, it can also update HubSpot after your meetings.

Capture your Google Meet, Microsoft Teams, or Zoom calls for transcription and action. Tana lets you follow the meeting in a floating companion modal, where you can view meeting prep documents prepared in Tana with data pulled from HubSpot, and use AI chat during the meeting. When the meeting ends, you can update HubSpot directly from the chat. With the HubSpot MCP connector in Tana, your CRM stays current without anyone having to update it manually.

During or after a call, ask Tana in chat, to log a note, update a contact's lifecycle stage, move a deal forward, or create a follow-up in HubSpot. Tana finds the right record, applies the change, and shows you what it did before anything is written.

Before a customer call, ask Tana to pull the contact's details and recent deals so you walk in prepared. After the call, log the takeaways as a note on the contact, company, or deal, straight from the meeting in Tana, without switching tabs.

Built for teams who run their work in meetings. Sales, customer success, and founders who spend their day on calls get back the time they used to lose to CRM hygiene. Tana is MCP-first, so you can pull your meeting notes into whatevery AI tool you use.