Is the HubSpot integration live today?

No. HubSpot sync is planned but not built. RecordX does not push transcripts, summaries, or engagements to HubSpot at this time. Meanwhile, copy-paste the summary link from RecordX into the matching HubSpot deal or contact.

When will HubSpot sync ship?

There is no firm date. It sits on the roadmap and will land when we can commit to it end to end. Email support@recordx.io and we'll write when the private beta opens.

Will summaries land in the HubSpot deal timeline?

That is the target design: summary and action items as an engagement on the matched contact and, when a contact is associated to a deal, on the deal timeline. Transcripts stay in RecordX and are linked by URL, not duplicated into HubSpot.

How will RecordX match a call to a HubSpot contact?

Planned match rule: email addresses on the calendar attendee list resolve to HubSpot contacts by exact email, then by domain. This needs read access to contacts, which is why the planned scopes include crm.schemas.contacts.read.

Can I use Zapier or Make to wire this up in the meantime?

Zapier is on the roadmap too and not shipped yet. Today, the practical workaround is manual: record the call in RecordX, open the summary, and paste the link (or the summary text) into a note on the HubSpot deal. If HubSpot sync is a must-have this quarter, Fireflies and Otter offer it today.

RecordX + HubSpot

Category: crm - Status: planned

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How it works

HubSpot sync is planned, not live. Today, RecordX does not push transcripts, summaries, or call notes into HubSpot - the two systems don't talk yet. Email us at support@recordx.io and we'll write when the private beta opens; until then paste the RecordX summary link into the matching HubSpot deal or contact by hand.

Get started with RecordX today

Create your RecordX account at recordx.io/register.html.
Install the RecordX Chrome extension and connect it to your Zoom, Meet, or Teams meetings.
Email us at support@recordx.io so you hear the moment HubSpot sync ships, and expect to grant OAuth from HubSpot at that point.
Meanwhile, record a call - the transcript and summary land in RecordX - and copy the summary URL into a note on the matching HubSpot deal or contact.

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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.

Planned scope

The design in flight: match a RecordX recording to a HubSpot contact or deal by attendee email domain on the calendar event, then push the summary and action items as a HubSpot engagement on the contact timeline (and the associated deal, when there is one). Transcripts stay in RecordX and are linked by URL - they are not duplicated into HubSpot to keep the CRM clean and to keep audit responsibility in one place.

What will sync (planned)

Data	RecordX - HubSpot	HubSpot - RecordX
Summary and action items	Planned: push as engagement on contact/deal	Not planned
Transcript	Planned: link only, not the full body	Not planned
Contact match	Planned: read HubSpot contacts by attendee email	Not planned
Deal association	Planned: engagement follows the contact's owning deal	Not planned
Recording audio	Not planned - stays in RecordX	Not planned
Meeting audio pulled from HubSpot	Not planned	Not planned

Planned OAuth scopes

When the app is built, the OAuth grant is expected to request:

crm.objects.contacts.write - to attach summaries as engagements on contacts.
crm.objects.deals.write - to attach engagements on associated deals.
crm.schemas.contacts.read - to resolve calendar attendee emails to HubSpot contacts.
timeline - to write custom timeline entries where the standard engagement doesn't fit.

Nothing is granted today because no RecordX app is installed in HubSpot. The final scope list may differ - the marketplace review is what fixes it.

Pricing and limits (planned)

HubSpot sync is expected to land in the RecordX Business tier at launch. The free tier will not include it.
HubSpot's own API rate limits apply per portal - Starter, Pro, and Enterprise buckets differ. Sync batches will be paced to stay under the smallest bucket by default.
RecordX recording minutes are billed as always - HubSpot sync itself does not consume minutes, only the recording the summary came from.

Common concerns

HubSpot Sales Hub has native call recording - use that if your team lives entirely in HubSpot and you don't need cross-tool coverage.
RecordX makes sense when your calls span Zoom, Meet, Teams, Webex, and phone, and you want one searchable library that also lands notes in HubSpot when the sync ships.
Contact match by email domain works cleanly for one-domain accounts. Multi-domain enterprises will need a manual override on ambiguous matches; that UX is still being designed.

Alternatives while waiting

Fireflies and Otter both offer HubSpot integrations today - reach for one of those if HubSpot sync is a must-have this quarter. If it can wait, use RecordX for the recording and paste the summary URL into the HubSpot deal or contact note by hand. The bookmarklet-style copy from the RecordX summary page is one click, so the manual path is workable while the direct sync is in flight.

Get notified

Drop a line to support@recordx.io and we'll email when the HubSpot beta opens. Early access will run through a small cohort of Business-tier customers first, then general availability follows.

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