HubSpot meeting notes integration

HubSpot: call notes in HubSpot, without typing them

Acta records your sales calls on Zoom, Google Meet and Teams and syncs the summary and action points to HubSpot, so the record is up to date before your next call.

Connect HubSpot free How it works

Acta + HubSpot in three steps

  1. 1

    Connect HubSpot

    Click Connect on the HubSpot card in Acta's Integrations and follow the steps to give Acta access.

  2. 2

    Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. 3

    Find it in HubSpot

    After the meeting, Acta sends meeting summary, action points to HubSpot.

What Acta sends to HubSpot

  • Meeting summary
  • Action points

Works well for

  • Discovery and demo calls
  • Customer check-ins logged against the account
  • Handing deals from SDR to AE

Pairs well with

Record without a bot from the desktop app or Chrome extension, or send the notetaker from your calendar.

More integrations

SaSalesforceCRMSend meeting summaries, action points and deal reports from Zoom, Google Meet and Teams calls to Salesforce with Acta.See the Salesforce integration ZCZoho CRMCRMSend meeting summaries and deal summaries from your Zoom, Google Meet and Teams calls to Zoho CRM with Acta.See the Zoho CRM integration JiJiraTicketingActa reviews your standups, sprint planning and bug triage meetings for new Jira tickets, with type, priority, assignee and due date.See the Jira integration AsAsanaTicketingActa reviews your meetings for new Asana tasks, so the work agreed in a call lands in Asana.See the Asana integration CUClickUpTicketingActa reviews your meetings for new ClickUp tasks, so decisions in a call become work in ClickUp.See the ClickUp integration MoMonday.comTicketingActa reviews your meetings for new Monday.com items, so the work agreed in a call shows up on your boards.See the Monday.com integration

All integrations

Frequently asked questions

How does Acta work with HubSpot?

Acta records your sales calls on Zoom, Google Meet and Teams and syncs the summary and action points to HubSpot, so the record is up to date before your next call.

What does Acta sync to HubSpot?

The meeting summary and the action points from the call.

Do I need a bot in the sales call?

No. Record with the Acta desktop app or Chrome extension without a bot, or send the Acta notetaker from your calendar.

Which AI meeting assistant works with HubSpot?

Acta records Zoom, Google Meet and Microsoft Teams meetings, with or without a bot, and sends meeting summary, action points to HubSpot.

Can I send meeting notes to HubSpot without a bot in the call?

Yes. The Acta desktop app and Chrome extension record from your own computer, so no bot joins, and Acta still sends the results after the meeting.

Is it free to try?

Yes. Acta has a 15-day free trial, and you can connect your tools during it.

Meeting notes in HubSpot, without the typing.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free