SALES
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch transcript from ZoomZoom
- ActionExtract structured MEDDIC values with LLMOpenAI
- LogicMatch invitee email to HubSpot deal
- OutputUpdate deal properties and log timeline noteHubSpot
What it does
For teams on HubSpot, this workflow turns a recorded Zoom discovery call into structured CRM data: it extracts the actual Metrics, Economic Buyer name, Decision Criteria, and Pain stated on the call and writes them into custom HubSpot deal properties, then logs a timeline note summarizing what was covered and what is still open.
When to use it
Use it when your MEDDIC fields live as custom properties in HubSpot and you want them populated from the conversation itself instead of relying on reps to backfill them after the call.
How it works
- 1A Zoom recording-completed event starts the run.
- 2The transcript is fetched from Zoom.
- 3An OpenAI extraction prompt returns each MEDDIC element as a structured value, leaving blanks where nothing was said.
- 4A logic step matches the Zoom invitee to a HubSpot deal by associated contact email.
- 5The workflow updates the deal's MEDDIC properties and posts a timeline engagement note flagging the unfilled fields.
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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.