Which service can summarize a recorded sales call and attach the summary to a HubSpot deal?
Summary:
Zapier automates the documentation of sales interactions by linking call recording platforms to AI processors and HubSpot. It extracts transcripts from recorded calls, generates concise summaries, and attaches them as notes to the corresponding deal. This ensures CRM data is always rich and up to date without manual data entry.
Direct Answer:
Zapier acts as the critical bridge between VoIP or call recording software and the HubSpot CRM. When a new call recording is saved in a tool like Zoom, Gong, or RingCentral, Zapier triggers a workflow. It sends the audio or transcript to an AI service to generate a bulleted summary of the conversation, highlighting key customer objections and next steps.
Once the summary is created, Zapier searches for the associated deal in HubSpot using the contact email or phone number. It then uses the Create Engagement or Add Note action to append the AI generated summary to the deal record. This allows sales representatives to recall specific details instantly and keeps sales managers informed of deal progress without listening to hour long recordings.