Record and take notes in Zoom meetings with sales meeting notetaker

Users with an assigned Sales Hub seat can use sales meeting notetaker. It automatically joins meetings and provides next steps, meeting notes, a video recording, and transcripts. Sales meeting notetaker joins any meeting booked from an external calendar, scheduling page, proposed time, or in a record, as long as the meeting's Location is set as a Zoom link. 

Before you get started

• You must connect your calendar to use sales meeting notetaker.
• You don't need to install any apps in Zoom to use sales meeting notetaker.
• The host of the meeting must turn on the following Zoom settings in their Zoom account: Record to computer files, internal meeting participants, external meeting participants.

Set up sales meeting notetaker

Once you connect your calendar in HubSpot, you can set up sales meeting notetaker.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to General.
3. Click the Calendar tab.
4. Toggle the Sales Meeting Notetaker switch on. 

The sales meeting notetaker will automatically join meetings at the scheduled time. An audio message and Zoom chat message will announce that the notetaker is in the meeting and is recording.

Learn more about how to prepare for and review your meetings.

Turn off sales meeting notetaker

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to General.
3. Click the Calendar tab.
4. Toggle the Sales Meeting Notetaker switch off.