1.Catches raw hook payload
Integrate Webhooks by Zapier and webhook handlers to capture the incoming call transcript payload and extract deal reference signals.
Attach AI call summaries and transcripts to deals
Automatically watch call transcript payloads across Webhooks by Zapier and HubSpot. Create deal notes with AI call summaries and full transcripts—when transcript payloads arrive, deal references extract, or participant identifiers post—so you can capture context, reduce follow-up friction, and keep records complete without manual logging.
How this automation enriches deal activity
When call transcript details arrive but nothing gets logged, deal history stays incomplete and follow-up decisions slow down. This automation parses webhook payloads, fetches transcripts, generates AI summaries, and creates associated CRM engagement notes—so your team has searchable context.
Webhooks by Zapieror swap with your favorite app
2.Parses payload for deal details
Integrate Code by Zapier and parsing tools to map the raw webhook body into parser inputs and pull deal reference and participants.
Code by Zapieror swap with your favorite app
3.Fetches transcript from call ID
Integrate Code by Zapier and HTTP requests to retrieve transcript JSON using the extracted call ID and return transcript text.
4.Generates AI summary and bullets
Integrate Cassidy and AI summarization tools to produce a concise summary and action bullets from transcript text.
Cassidyor swap with your favorite app
5.Creates engagement note on deal
Integrate HubSpot and CRM note tools to create an engagement note on the deal with the AI summary and transcript.
HubSpotor swap with your favorite app
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