Automatically Send AI summaries of your customer meetings to HubSpot records
November 25, 2024
Making sure your HubSpot records are always up to date with customer information is crucial, especially after meetings. In the past, it was a bit of a challenge because you had to handle the task of taking notes during calls and manually logging the details into HubSpot. But now, there's a better way. You can automate the entire process, which means less time spent on administrative work and more time dedicated to your customers.
Here’s how it works:
Step 1: Set up your Grain account
We’d be using Grain to automatically send AI-summaries of your customer meetings to HubSpot.
Grain offers AI-powered meeting recording for everyone, not just sales. It enables you to effortlessly record, transcribe, and share important parts of your customer calls using AI, freeing you from the burden of taking notes and allowing you to fully focus on the call.
To get started, sign up for Grain and create your workspace.
Step 2: Update your recording preferences
Once you're in, navigate to "Today" and make sure to set your upcoming customer meetings to 'Record'. When you enable this feature, Grain will join your meeting to record and summarize the conversation.
Step 3: Connect Grain with your HubSpot account
Go to Automation > HubSpot and connect Grain with your HubSpot account.
Step 4: Sync AI-summaries of your meetings with the relevant HubSpot contacts
Every time you have a call with a prospect or a customer (who is a HubSpot contact), Grain will join the call to:
🎹 identify all the key points (with timestamps)
🤖 update your Contact and Deal notes automatically.
With Grain + HubSpot, you can sync key information from your customer conversations with relevant HubSpot records, freeing yourself and your team from the burden of manual call logging.
We originally published this automation workflow in The Valut.