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Notetaker

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

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  • 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

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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.

HubSpot notetaker is built right into HubSpot. It helps you prepare for and capture customer conversations, review suggested follow-ups, and keep deal records up to date after every interaction. Your reps spend less time on admin and more time moving deals forward.

HubSpot’s AI notetaker works with Google Meet, Microsoft Teams, and Zoom. It joins eligible meetings automatically from your connected calendar, or you can invite it manually. Note that for Zoom, the meeting host needs local recording enabled in their Zoom account settings.

Not automatically — reps stay in control. After each conversation, HubSpot's AI notetaker surfaces suggested updates to deal properties, next steps, and outcomes. Reps can approve, edit, or dismiss each suggestion before anything is written to the record.

Yes — no additional app installation required. AI notetaker works with your existing Google Meet, Microsoft Teams, or Zoom setup. You can also bring transcripts in from connected integrations directly.

HubSpot’s AI notetaker is available on Sales Hub and Service Hub Starter, Professional, and Enterprise. An assigned Sales or Service seat is required.

A few things to keep in mind: Google Meet currently supports English transcripts only. Recording laws vary by region — your team is responsible for establishing the appropriate legal basis for recording meetings. Notetaker also requires a connected calendar and call recording and transcription to be enabled. If notetaker can't join a meeting, you'll see an explanation in the product so you know what happened and how to fix it.

Popular Features in Sales Hub

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