Discovery and demo calls
Push the summary and agreed next steps to the deal straight after the call.
Sync meeting summaries to HubSpot
The ReVoice HubSpot integration saves an AI summary of a meeting as a note in HubSpot and links it to a deal, so the conversation history lives on the deal without anyone typing it in. It connects with HubSpot's OAuth and is available on the Business plan.
From conversation to CRM record
- Search for the deal and push the meeting summary to it as a note
- Contacts and deals can be read and written with the scopes you approve during OAuth
- Automatic push is opt-in per user and follows your workspace's external-sharing policy
Why this beats copy-paste
Sales teams lose context when call notes sit in personal documents. With the summary on the deal, the next colleague, the manager reviewing the pipeline and the customer success team all see what was agreed.
Availability
The HubSpot integration is available on the Business plan.
Use cases
Pipeline reviews
Managers read what was actually said on a deal instead of relying on a rep's recollection.
Handover to customer success
Give the next team the full context from the sales conversation on the same record.
Frequently asked questions
Does ReVoice push every meeting to HubSpot automatically?
Automatic push is an opt-in per user and follows your workspace's external-sharing policy. You can also push a summary yourself.
Where does the summary appear in HubSpot?
As a note linked to the deal you choose.
Which plan includes HubSpot?
The Business plan.
Is there a setup guide?
Yes. The HubSpot guide explains adding, using and removing the integration.
Related
Try ReVoice on your next meeting
Transcription, summaries and action items for Teams, Zoom and Google Meet, with meeting data processed and stored in the EU.