Sales discovery calls
Log every discovery call outcome — pain points, budget, timeline — to the HubSpot deal automatically, so sales reps spend time selling, not updating CRM.
Integration 
HubSpot Meeting Notes Automation
Wizideo transcribes your sales calls and customer meetings, then logs AI summaries, action items, and follow-ups directly to the relevant HubSpot contact or deal record.
Why Wizideo + HubSpot
What you get
Automatic CRM logging
After every customer call, Wizideo pushes the AI summary and key action items to the matching HubSpot contact or deal — CRM records stay current without manual data entry.
Never miss a follow-up
Commitments and next steps extracted from every call are logged as HubSpot tasks, ensuring follow-through even when the team is handling a high volume of meetings.
Full call context in HubSpot
The HubSpot activity log includes the meeting summary and a link to the full Wizideo transcript — so anyone on the team can review what was discussed before the next touchpoint.
Wizi Agent automations
Use Wizi Agent to automatically match meetings to HubSpot contacts by participant email and log outcomes — zero manual configuration per call.
Setup
Get started in 4 steps
Connect HubSpot once and let Wizideo handle the rest.
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Connect HubSpot from Wizideo integrations settings
Go to Settings → Integrations in Wizideo and connect your HubSpot account. Authorize Wizideo to log activities on your CRM contacts and deals.
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Record or upload your customer meeting
Capture the call using the Wizideo Chrome extension for browser-based meetings (Zoom, Meet, Teams) or upload a recording. Wizideo transcribes and generates the AI summary.
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Review the AI summary and action items
In the Wizideo dashboard, review the meeting summary and extracted follow-up tasks. Confirm the HubSpot contact or deal to log against.
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Sync to HubSpot
Push the summary and tasks to HubSpot. The activity appears on the contact or deal timeline immediately, and tasks are created with due dates.
Use cases
Teams that use this integration
Customer success check-ins
Keep HubSpot contact records updated after every customer success call without manual note entry — churn risk signals and action items captured every time.
FAQ
Frequently asked questions
Which HubSpot hubs and plans work with Wizideo?
The Wizideo integration works with any HubSpot account that has CRM access, including the free CRM. Sales Hub, Service Hub, and Marketing Hub plans are all supported.
How does Wizideo match a meeting to the right HubSpot contact?
Wizideo matches meeting participants by email address to HubSpot contacts. If no exact match is found, you can manually select the contact or deal before syncing.
Does Wizideo create HubSpot tasks as well as logging notes?
Yes. Action items extracted from the meeting are created as HubSpot tasks assigned to the deal owner, with the due date inferred from the conversation when available.
Can I stop a specific meeting from syncing to HubSpot?
Yes. You can exclude a meeting from syncing by toggling off the HubSpot destination in the Wizideo dashboard before or after processing.
Is the HubSpot integration available on the free plan?
The HubSpot integration is available on the Pro plan ($10/user/month) and above. Start with a free trial to evaluate it.
Ready to connect Wizideo with HubSpot?
AI meeting notes synced to HubSpot contacts and deals automatically. Start free — 300 minutes included, no credit card required.
Need help? Contact us at support@wizideo.ai or visit our support page.