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What is Hubspot Meeting Notetaker?

Hubspot's note taking feature enables your team to be fully present during meetings and streamline follow-up tasks. 

Imagine a sales team fully present, truly connecting with every prospect, unburdened by the distractions of manual note-taking. Envision a world where every vital insight from customer conversations is effortlessly captured, analyzed, and ready to fuel your next strategic move.

This is the future we're building with HubSpot Meeting Notetaker, currently in an exclusive private beta.

What Is It?

HubSpot Meeting Notetaker is your silent, intelligent partner, transforming your sales conversations from mere discussions into powerful, actionable intelligence. It automatically joins your Zoom, Google Meet, and Microsoft Teams meetings with external contacts, meticulously recording and transcribing every word. This isn't just about data capture; it's about liberating your team to immerse themselves completely in the customer's world, fostering deeper empathy and understanding.

Why Does It Matter?

In today's competitive landscape, true connection is your most valuable currency. Meeting Notetaker empowers your sales reps to engage completely, listen intently, and respond strategically, rather than dividing their attention with manual note-taking. The moment a call concludes, a wealth of context – recordings, transcripts, detailed summaries, and crucial action items – is automatically logged directly into HubSpot. This immediate access to rich, accurate intelligence provides unparalleled opportunities for superior follow-ups, precise coaching, and a profound understanding of your customer's evolving needs, accelerating their journey towards success.

How Does It Work?

Unlocking this new era of sales excellence is designed to be effortless. For admins, enabling this transformative capability is a few simple steps away:

  1. Navigate to Settings > Tools > Calling > Call setup > Call Configuration.

  2. Ensure that both Call recording and Transcription and analysis are turned on for your account.

  3. Toggle the HubSpot Meeting Notetaker feature to on.

 

Once activated, Meeting Notetaker seamlessly integrates into your team's workflow. It automatically joins newly scheduled meetings with external contacts for all sales reps with Sales Hub Professional or Enterprise seats who have connected their calendars in HubSpot.

Your team gains immediate access to a treasure trove of meeting intelligence right after each session – without needing to host the meeting or install any additional integrations. For reps who prefer not to record a specific meeting, they maintain full control and can easily opt out by navigating to Settings > General > Calendar and toggling Meeting Notetaker off.

 

Meeting Notetaker intelligently joins any meeting that has at least one external contact associated and a meeting location set as a Zoom, Google Meet, or Microsoft Teams link. For Zoom meetings, the host simply needs to ensure recording and notetaker participation are enabled in their Zoom settings. Users can effortlessly add these conference links via their external calendar, a HubSpot video conference location when booking through the CRM, or a HubSpot scheduling page.

Elevate Your Meetings Even Further

For the ultimate experience in seamless meeting preparation, review, and follow-up, ensure you're also enrolled in another groundbreaking private beta: Prepare, review, and follow up on meetings with AI Meeting Assistant. Together, these tools redefine productivity and propel your sales motion forward.