Summarize Zoom meeting to HubSpot as a new note

Keeping track of key points after a Zoom meeting can be a headache, especially when details slip through the cracks. This Playbook streamlines the process by automatically generating a concise summary and action items from your Zoom meetings, then saving everything neatly as a new note in HubSpot.

Perfect for ensuring nothing gets lost in post-meeting chaos, it helps you maintain clear communication and follow-ups with your team.

Whether you're managing client expectations or tracking internal projects, this automation ensures your HubSpot records stay organized and up-to-date, without the hassle of manual entry.

Let’s set it up!

Step 1: Integrate HubSpot and Zoom

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and Zoom.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card.

Remember to “toggle on” the automation.

Step 2: Run the automation to summarize Zoom meeting to HubSpot as a new note

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the autobook, it will create a summary and action items of a Zoom meeting and save the details to HubSpot as a new note.

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