SALES
Client Call Follow-Ups: Zoom to HubSpot Tasks and Recap Email
After a recorded client call, extract commitments and next steps, log HubSpot tasks against the contact, and draft a follow-up recap email for the account owner to review.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch transcript and topicZoom
- LogicMatch call to HubSpot contactHubSpot
- ActionExtract commitments and draft recapOpenAI
- ActionCreate HubSpot follow-up tasksHubSpot
- OutputSend recap draft to account ownerGmail
What it does
Turns client calls into CRM follow-through. It transcribes the Zoom recording, pulls out the commitments your team made and the client's next steps, logs them as HubSpot tasks on the right contact, and drafts a recap email for the account owner.
When to use it
For sales and customer-success teams who run discovery calls, QBRs, and renewals on Zoom and need every promise tracked in the CRM with a polished recap sent the same day.
How it works
- 1A Zoom recording-completed webhook starts the flow.
- 2The transcript is fetched and the meeting topic is parsed to identify the client.
- 3A logic step matches the meeting to a HubSpot contact and deal by email or company name.
- 4An OpenAI call extracts commitments, next steps, owners, and a draft recap email.
- 5HubSpot tasks are created against the matched contact with due dates.
- 6A draft recap email is sent to the account owner via Gmail for a final review before forwarding.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect GmailRead, draft, send, label.
- 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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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.
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