HubSpot + Read AI

Update HubSpot contacts when new meeting notes are added in Read AI

Streamline your sales and business communication processes with this workflow. When you record new meeting notes in the Read AI app, this will swiftly update the respective contact in HubSpot. Shave off time spent manually linking your insights from Read AI to customer profiles in HubSpot, allowing you to focus more on personalizing the client relationship. Boost your productivity and ensure your CRM remains current and reliable with this easy-to-implement workflow.

Streamline your sales and business communication processes with this workflow. When you record new meeting notes in the Read AI app, this will swiftly update the respective contact in HubSpot. Shave off time spent manually linking your insights from Read AI to customer profiles in HubSpot, allowing you to focus more on personalizing the client relationship. Boost your productivity and ensure your CRM remains current and reliable with this easy-to-implement workflow.

  1. When this happens...
    Read AIRead AI
    New Meeting Notes

    Triggers when notes (summary, action items, etc) are available for a new meeting.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Contact

    Update a Contact in HubSpot.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
read-ai logo
read-ai logo

About Read AI

Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search, and recommendations across platforms.
Learn more

Related categories

  • AI Tools