SUMMARIZATION
Auto-Logged Call Summaries and Sentiment to HubSpot
After each recorded customer call, transcribes it and writes a structured summary, action items, and sentiment score directly onto the matching HubSpot deal or contact…
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionTranscribe call audio with ElevenLabsElevenLabs
- ActionGenerate structured summary and sentimentOpenAI
- LogicResolve HubSpot contact and deal by email
- OutputLog call note and sentiment property in HubSpotHubSpot
What it does
Keeps your CRM honest without manual note-taking. Every customer call becomes a timestamped, structured note on the right HubSpot record, including next steps and a sentiment read.
When to use it
When reps forget to log calls and managers can't trust pipeline notes. Best for sales and success teams that live in HubSpot and want call history to appear there automatically.
How it works
- 1A Zoom recording-completed event triggers the workflow.
- 2ElevenLabs transcribes the call audio.
- 3An OpenAI step produces a structured summary: discussion points, commitments, action items, and a sentiment score.
- 4A logic step resolves the HubSpot contact and associated deal from the call's participant emails.
- 5The HubSpot step logs a call engagement on that record with the summary and tags the sentiment as a property.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect HubSpotCRM, deals, marketing, support.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Rollback recommendation when a deploy spikes errors
When a Sentry alert fires for an error spike, attributes it to the most recent deploy, summarizes whether the spike is dominated by new error classes introduced by that release.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.