If call recording is turned on in your account settings, you can access recordings on the HubSpot mobile app. You can then listen to a recording, review comments, or access the transcript. Listening to recordings can help you coach, mentor, and onboard new reps or catch any missed insights from the call. You can use the recording to keep your notes up to date so you have all the context you need to prepare for your next call with a customer.
Recordings can be played while you navigate to other apps on your device or when your device is locked so you can multitask while you listen.
Please note: you can only record calls made from the HubSpot CRM on your desktop device. Call recording is currently unavailable on the HubSpot mobile app. If you don't see your recordings listed, make sure call recording is turned on in your account settings.
To review recordings on the mobile app:
Open the HubSpot app on your iOS or Android device.
In the bottom navigation menu, tap More.
Tap Recorded Calls.
A list of recordings will appear. This list includes any recordings made using the calling tool, or cloud recordings using HubSpot's integration with Zoom. Use the search bar to lookup a specific call, or use the Assigned to and Transcript All dropdown menus to filter the calls.
Tap a call to listen to the recording, access the transcript, view and add any comments, or share the recording:
The recording will start automatically when you select it. Use the skip and rewind icons to jump to a specific part of the call, or tap the playerPausePause icon to pause the recording.
To change the playback speed, click the playback speed icon in the bottom left.
To add a comment, tap Comments, then tap Add a comment. To mention another team member in the comment and send them a push notification, type @and your team member's name, then enter your message. Tap the send send icon.
To access the transcript, tap Transcript.
Tap transcript text to start playing that specific part of the recording. As the recording plays, the transcript will automatically scroll and the speaker's text will be highlighted. If you pause the auto-scrolling, click Resume auto scroll. (iOS)
To view details about the call, including the call notes, call outcome, call type, and associated records, tap Call info.
To share the recording, tap theshare icon in the top right and select a sharing option. You can share the link via Slack, SMS, email, etc. When the recipient taps the link on their device, the recording details will open in the app.
To return to your list of recordings, tap the back icon in the top left.
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