RecordX + HubSpot

Category: crm - Status: planned

How it works

Coming soon: send RecordX summaries and action items to HubSpot contacts and deals through Zapier or the API. Until then, summaries can be exported from the RecordX web app and pasted into HubSpot notes.

Get started with RecordX today

1. Create your RecordX account at recordx.io/register.html.
2. Install the RecordX Chrome extension.
3. Record a sales call - transcript and summary land in the RecordX web app.
4. Paste the summary into the matching HubSpot record until the direct sync ships.

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Planned use cases

• Attach call summaries to HubSpot contacts and deals automatically.
• Push action items into HubSpot tasks with the right owner.
• Keep every conversation searchable in RecordX and cross-linked to the CRM record.

Related integrations

• Zoom
• Google Meet
• Microsoft Teams
• Google Calendar
• See all integrations

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