CRM

Dropbox voice memos transcribed and logged to HubSpot deals

Watches a Dropbox folder for new voice memos, transcribes them with ElevenLabs, matches each to a HubSpot deal, and appends the transcript as a timestamped note on that deal.

CategoryCRM
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew audio file in Dropbox folderDropboxDropbox
  • ActionDownload file and transcribe with ElevenLabsElevenLabsElevenLabs
  • LogicParse deal ID from filename and match deal
  • LogicBranch: skip if no deal match
  • OutputAppend transcript as note on HubSpot dealHubSpotHubSpot

What it does

Reps drop a voice memo into a shared Dropbox folder after a sales call. This workflow picks up each new audio file, sends it to ElevenLabs for speech-to-text, figures out which HubSpot deal it belongs to from the filename, and writes the cleaned transcript onto that deal as a dated engagement note. No more typing up call recaps by hand.

When to use it

Use it when your field or phone reps prefer talking over typing, and you want every spoken recap to land on the right deal automatically. Ideal for teams that already park recordings in Dropbox from a mobile recorder app.

How it works

  1. 1A new audio file lands in the watched Dropbox folder and fires the trigger.
  2. 2The file is downloaded and sent to ElevenLabs, which returns a text transcript.
  3. 3A logic step parses the deal ID or company name from the filename to identify the target record.
  4. 4If no match is found, the run routes to a fallback and skips the write.
  5. 5On a match, the transcript is appended to the HubSpot deal as a timestamped note.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect DropboxFiles and folders.
  2. 2
    Connect ElevenLabsText-to-speech, voice cloning.
  3. 3
    Connect HubSpotCRM, deals, marketing, support.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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