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HubSpot + Read AI

Update deals in HubSpot when new meeting notes are created in Read AI

Seamlessly keep track of your business progress by utilizing this workflow. When new meeting notes are entered into the Read AI platform, the corresponding deal within HubSpot will be updated. This automation ensures your HubSpot deals accurately reflect recent developments, streamlining your sales process and enhancing team coordination. No more manually updating every deal, giving you more time to focus on what matters - closing deals.

Seamlessly keep track of your business progress by utilizing this workflow. When new meeting notes are entered into the Read AI platform, the corresponding deal within HubSpot will be updated. This automation ensures your HubSpot deals accurately reflect recent developments, streamlining your sales process and enhancing team coordination. No more manually updating every deal, giving you more time to focus on what matters - closing deals.

  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 Deal

    Update a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

  • Read AI triggers, actions, and search

    New Meeting Notes

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

    Trigger
    Instant
    Try It
    • 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
    • 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
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About Read AI

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

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Triggers & Actions