Skip to content
Calling

Review recordings on the HubSpot mobile app

Last updated: January 19, 2023

Applies to:

All products and plans

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: if you don't see your recordings listed, make sure call recording is turned on in your account settings.

Review call recordings

  • Open the HubSpot app on your iOS or Android device.
  • In the bottom navigation menu, tap Menu.
  • Tap Recorded Calls in the left sidebar.
  • 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.

search-bar-in-recorded-calls-crop

  • 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. Drag the video progress bar back and forth, or use the skip and rewind icons at the bottom of the screen to jump to a specific part of the call, or tap the playerPause Pause icon to pause the recording.
    • To change the playback speed, click the playback speed icon in the bottom left.

playback-speed-IOS

(iOS)

    • To add a comment, tap the Comments tab, 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.
      comments-tab-IOS

      (iOS)

      android-call-review-with-call-info

      (Android)

    • To access the transcript, tap the Transcript tab.
    • 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. 

Please note: transcripts are only generated for recordings made by users with an assigned Sales Hub or Service Hub Professional or Enterprise paid seat in accounts where Conversation Intelligence (CI) has been turned on. Any user in a Sales Hub or Service Hub Professional or Enterprise account can access the transcript for coaching.

    • To view details about the call, including the call notes, call outcome, call type, and associated records, tap the Call info tab.

      call-info-tab

      (iOS)

      call-info-tab-android

      (Android)

    • To share the recording, tap the share 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.

Review call recordings from a contact or company record

  • Open the HubSpot app on your iOS or Android device.
  • To navigate to a contact or company record:
    • On your iOS device:
      • Contacts: Tap Menu in the bottom navigation menu, then tap Contacts in the left sidebar.
      • Companies: Tap Menu in the bottom navigation menu, then tap Contacts in the left sidebar. Then tap the Companies tab.
    • On your Android device:
      • Contacts: Tap Menu in the bottom navigation menu, then tap Contacts in the left sidebar.
      • Companies: Tap Menu in the bottom navigation menu, then tap Companies in the left sidebar. 
    • Select a contact or company record.
    • On the Activity tab in the contact or company record, scroll through the timeline to find the call recording you wish to review.
call-recording-playback
      • Tap the call engagement to open a call summary. Tap the playerPlay play icon to open the call recording playback screen. The recording will begin playing automatically.
call-summary

 

Was this article helpful?
This form is used for documentation feedback only. Learn how to get help with HubSpot.