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, access the transcript, and take follow-up actions. 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.
At the top, tap the
menu icon.
In the left sidebar, tap Calls.
Use the search bar to look up a specific call, or use the Assigned to and Transcript All dropdown menus to filter the calls.
To return to the list of call recordings, tap the
back icon in the top left.
Please note: transcripts are only generated for recordings made by users with an assigned Sales or Service 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.
Review details, add comments, and share the call
On the call record, tap Details at the top.
Tap the Call Type and Call Outcome buttons to edit the type and outcome for the recorded call.
To add comments:
Tap Add a comment.
In the text field, enter your comment. To mention specific users in a comment, tap the
ampersand icon and select a user.
Tap the
send icon.
When you've finished adding comments, tap Close at the top left.
To share the call, tap the
three vertical dots icon at the top right. Then, tap Share.
Edit the logged call
On the call record, tap the
three vertical dots icon at the top right. Then, tap Edit.
To add notes, tap the Describe the call... field at the top, then enter your notes. To mention specific users, tap the
ampersand icon and select a user.
Tap the Call Type and Call Outcome buttons to select a type and outcome for the recorded call.
Tap the Date / time button to adjust the specific timing details for the recorded call.
To associate the call with CRM records:
Tap the Associate with button at the bottom.
Tap the type of record and then select the checkboxes next to any records you want to associate. Then, tap Done in the upper right.
You can associate the call to multiple records of different types.
When you've finished selecting records to associate, tap Apply in the top right.
When you've finished editing the call details, tap Save in the top right.
Review recording and transcript
On the call record, tap Review at the top.
Use the playback controls to listen to the recorded call.
Review an AI-generated call summary in the Meeting notes section. Tap See more to review the full summary.
To share the summary via email, tap Email. The summary will be added to the body of the email.
To copy the text of the summary, tap Copy.
Review the transcript in the Transcript section.
Take recommended follow-up actions
On the call record, tap Actions at the top.
In the Review action items section, review suggested follow-up tasks.
