Update HubSpot CRM with meeting notes and next steps

Sync Meeting Notes

Automatically sync meeting notes, action items, and next steps from your calendar to HubSpot CRM.

Overview

Keep your CRM up-to-date without manual data entry. This workflow automatically captures meeting notes and syncs them to the appropriate records in HubSpot.

What Gets Synced

Meeting Information

• Meeting attendees
• Discussion topics
• Key decisions made
• Action items
• Follow-up tasks

CRM Updates

• Contact record notes
• Deal stage updates
• Activity logging
• Task creation
• Timeline entries

Automation Features

• Detects completed meetings from calendar
• Extracts notes and action items
• Matches to correct HubSpot records
• Creates tasks for follow-ups
• Logs activity timeline

Benefits

Save Time: Eliminate manual CRM data entry Stay Current: CRM always reflects latest interactions Never Forget: Automatic action item tracking Better Handoffs: Complete context for team members

Perfect For

• Sales teams managing deals
• Customer success tracking accounts
• Account managers maintaining relationships
• Anyone using HubSpot and Google Calendar