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Notetaker

Walk in prepared, capture each conversation, and follow up fast — all without the admin work.

Buy now for $7/mo Get a demo

Purchasing notetaker gives you access to additional marketing, sales, and customer service software.

  • Capture meetings and calls, natively in HubSpot or through connected integrations

  • Get complete context before each conversation

  • Quickly send follow-ups and update your CRM

Simplified product UI showing next best actions to progress a deal

Reps lose hours to admin work that shouldn't exist.

After every conversation, reps face the same pile of work: updating records, writing follow-ups, hunting for context before the next meeting. It adds up fast, and every hour spent on admin is an hour not spent selling.

HubSpot’s notetaker changes that. It joins your meetings and calls, captures each conversation, and surfaces what your team needs to prep, follow up, and update your CRM — automatically. So reps walk in prepared, follow up fast, and keep deals moving.

  1. Seamlessly capture each conversation.

    HubSpot’s notetaker joins your conversations automatically and handles recording, transcription, and CRM logging without any manual setup.

    Already using a connected integration? Bring those transcripts directly into HubSpot instead. Either way, each conversation is captured, searchable, and tied to the right contact, company, or deal — so nothing falls through the cracks.

  2. Walk into each meeting already knowing what matters.

    Before your next meeting, HubSpot’s notetaker pulls together what your rep needs to know — deal stage, past conversations, buyer history, and key insights — in one place. No more digging through notes or switching tabs five minutes before a call. Just show up knowing the full story, ready to move the deal forward.

  3. Follow up and update your CRM in seconds.

    When a call or meeting ends, HubSpot’s notetaker gets to work. It generates a summary and surfaces next steps that you can convert to tasks with one click. It drafts follow-up emails — ready to review and send in seconds. CRM update suggestions appear automatically for rep review, so deal records stay accurate without extra data entry. Share recaps externally via a secure link, or keep them internal.

Have questions? Give us a call and we'll walk you through it.

+1 888 482 7768

Related Resources

If you’re interested in notetaker, these related resources may help.

Deal Progression Keeps Conversations Moving

Deal progression turns each captured conversation into clear next actions — suggested CRM updates, follow-up drafts, and tasks your reps can approve and move on from in seconds.
Learn about deal progression

19 Follow-Up Email Templates for After a Meeting

Get 19 free templates for writing post-meeting emails that keep deals moving — from recap emails to re-engagement messages when a prospect goes quiet.
Read the blog post

Set Up Meeting Notetaker

Learn how to record meetings and generate transcripts automatically with HubSpot's Meeting Notetaker.
Read the knowledge base article

Frequently Asked Questions

Get answers to common questions about HubSpot's AI notetaker software.

Popular Features in Sales Hub

HubSpot’s AI notetaker is available with Sales and Service Hub. Explore additional HubSpot features below.