Last updated: April 6, 2021
Effectively coach your team and gain customer insights by recording, transcribing, and analyzing calls in the HubSpot CRM using Conversation Intelligence (CI). You can access call insights for calls made through HubSpot's calling tool, using HubSpot's integration with Zoom, or using a third-party calling provider that is integrated with HubSpot.
Please note: only calls made by users with an assigned Sales Hub or Service Hub Enterprise paid seat will be automatically transcribed. Any user in a Sales Hub or Service Hub Enterprise account can access the call recording and transcript for coaching.
Please note: currently, the third party providers that support CI in HubSpot are JustCall, Kixie, and Zoom Business or Enterprise subscriptions that support recording transcripts.
For each call, you can access the recording and transcript, review the speaker tracks, and add comments to the call.
Please note: automatic call transcription is available for HubSpot's default content creation languages. HubSpot will transcribe the call in the language selected in your account settings. Learn more about HubSpot's language offerings.
You can associate a call with contact, company, deal, or ticket records in your CRM. The call will appear on the associated records so you can access the call details for more context.
Before a meeting, you can share a call with a team member so they can access the recording to prepare.
Learn more about searching and segmenting calls in the calls index page.
Register your phone number and turn on recording and Conversation Intelligence (CI) to start making calls in HubSpot.
When you make a call in HubSpot, the call recording, call outcome, call notes, and other call details are available at a glance in your calls home.
With the Zoom integration, you can add video conference links to scheduled meetings in HubSpot and easily add registrants to your Zoom webinar using a workflow.