HubSpot integrates with MeetGeek to log every meeting to the right record automatically. Once connected, your call summary, highlights, and transcript sync to the matching contact, company, and deal in HubSpot — as a Meeting entry or a Note. Sync a past call on demand, or set a workflow to handle every future call.
In this guide:
Connect HubSpot to MeetGeek
In the MeetGeek dashboard, go to the Integrations & Automations page and click the HubSpot card.
You'll be taken to HubSpot. Click Choose Account and grant MeetGeek access.
You'll be redirected back to the MeetGeek Integrations & Automations page. The integration is now active.
Share a past meeting manually
Open the meeting you want to sync and click Share meeting.
Click the HubSpot logo, then choose where to send the record.
Note: The Save as meeting option controls whether summaries appear in HubSpot's Meetings tab (if enabled) or as a Note.
The summary links to the deal associated with the meeting's email. If no matching contact exists in HubSpot, MeetGeek creates a new deal along with the meeting assets.
Set up an automated workflow
A workflow syncs every sales call to HubSpot automatically, right after each meeting is analyzed.
Note: MeetGeek looks for existing deals, contacts, and companies in HubSpot and creates them if they don't exist. You can control this with the advanced options on your Workflows tab.
Go to the Workflows tab and click Create new workflow.
Set Send to to HubSpot.
In Given a, choose Meeting to send the full summary, or Highlight to send only selected highlights.
Choose which call types to sync:
Internal — only internal calls (all participants share your email domain) sync deals, contacts, and summaries.
External / Customer — only external calls (at least one outside participant) sync deals, contacts, companies, and summaries. Only customer contacts are created.
All Call Types — syncs deals, contacts, companies, and summaries for every call.
Click Save workflow. Your next meeting syncs to HubSpot automatically.
Here's a deal created automatically with its associated company and contacts, with the meeting summary and highlights captured as a meeting entry:
And customer concerns (MeetGeek highlights) captured as HubSpot notes:
Disconnect HubSpot
Go to the Integrations & Automations page and find HubSpot in your connected apps.
Go to Settings > Disconnect > Save.
Note: Disconnecting removes all workflows set for HubSpot in MeetGeek.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
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