SALES
Write a deal-risk score and call summary back onto the HubSpot deal record
After each Zoom sales call, computes a deal-risk score and a structured call summary, then writes them onto the matching HubSpot deal's custom properties and logs a timeline note.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch call transcriptZoom
- ActionExtract structured risk + summaryOpenAI
- ActionMatch deal by attendee emailHubSpot
- OutputUpdate deal properties + log timeline noteHubSpot
What it does
Keeps your HubSpot pipeline honest by stamping each deal with a fresh risk score and a clean summary every time a call happens. No rep data entry: the deal record always reflects the most recent conversation.
When to use it
Use this when forecasting reviews depend on accurate deal properties but reps under-log calls. Ideal for RevOps teams that build dashboards and forecast rollups off HubSpot custom fields and want those fields trustworthy.
How it works
- 1Zoom fires a recording-completed event.
- 2The transcript is pulled from Zoom cloud recordings.
- 3OpenAI returns a structured object: risk score, sentiment, next steps committed, objections raised, and a two-sentence summary.
- 4HubSpot matches the deal via attendee email or the meeting's linked engagement.
- 5The flow updates custom deal properties (call_risk_score, last_call_sentiment, last_call_summary) and writes a timeline note with the full summary so AEs and managers see it inline on the record.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.