Complete daily actions with the action feed in the HubSpot mobile app

If you're a sales rep, use the action feed in the HubSpot mobile app to stay on top of daily action items. From the home screen, you can prepare for your upcoming meetings, complete tasks, complete post-meeting actions, and reply to recent emails, all in one place.

Review the action feed

The action feed is available as part of the Sales and the Sales & Marketing experiences on the HubSpot mobile app.

1. Open the HubSpot app on your mobile device.
2. If your Home screen is set to either the Sales experience or the Sales & Marketing experience, scroll to the Action Feed cards.
3. If your Home screen is set to the Marketing experience:
   • In the top left, tap the  Menu icon.
   • At the top, tap Selected Experience. Then, tap Sales or Sales & Marketing.
   • On the Home screen, scroll to the Action Feed cards.

Review upcoming meetings

The action feed lists upcoming meetings under the Prep for [X] upcoming meetings card. From this card, you can prepare for meetings and launch the mobile Notetaker to record meetings.

On this card, meetings marked with an orange bar are meetings created through HubSpot. Meetings marked with a purple bar are meetings that have synced from an external calendar.

To prepare for a meeting:

1. On the Prep for [X] upcoming meetings card, tap the meeting.
2. To prepare for the meeting with Breeze, tap  Prepare for this meeting.
3. To review details of an associated record, tap the record name.
4. To view the full meeting details, tap View meeting.
   • From the meeting engagement screen you can edit details of the upcoming meeting (e.g., change the Meeting outcome, add internal notes, etc.).
   • To start recording an in-person meeting with the mobile Notetaker, tap  Start next to Record this meeting.
5. To remove the meeting from the Prepare for [X] upcoming meetings card, tap Dismiss.

Please note: dismissing the meeting from the card does not delete the meeting itself. It will remain on your calendar, and you can still access the meeting record from your engagements on the mobile app.

Complete post-meeting actions

The action feed recommends post-meeting actions under the Review next steps for [X] meetings card. From this card, you can review a summary of the meeting, review the recording, and complete recommended next steps.

To complete post-meeting actions:

1. On the Review next steps for [X] meetings card, tap the meeting.
2. To review details of an associated record, tap the record name.
3. Notetaker provides a summary of the meeting, which you can review for a quick reminder of the meeting's contents.
4. To review the recording and meeting transcript:
   • Tap View recording.
   • To return to the action item, tap the left arrow icon in the upper left.
5. To review the recommended follow-up actions:
   • Tap  View next steps.
   • Tap on a recommended next step to complete the action.
   • To return to the action item, tap the left arrow icon in the upper left.
6. To remove the action item from the Review next steps for [X] meetings card going forward, tap Dismiss.

Please note: dismissing the action item from the card does not delete the recorded meeting itself. You can still access the meeting record from your engagements on the mobile app, and can review recommended follow-up actions under the Actions tab on the engagement.

Review and complete tasks

The action feed provides a list of your assigned tasks under the Complete [X] tasks card. From this card, you can access and complete your assigned tasks.

To review and complete tasks:

1. On the Complete [X] tasks card, tap the task.
2. If the task is associated with CRM records, tap the record name to review the details of that associated record.
3. The actions available on the task card will depend on the type of task:
   • For a Call task, tap  Prepare for this call to prepare for the call with Breeze. Tap  Call [record name] to start a call.
   • For an Email task, tap Draft a reply to generate an email with Breeze. Tap  Email [record name] to open the email editor.
4. To complete a task, tap  Mark as complete.
5. To dismiss the task from the Complete [X] tasks card, tap Dismiss.

Please note: dismissing the task from the card does not delete the task itself. It simply removes it from the action feed on the Home screen. You can still access the task from your list of tasks in the mobile app.

Review CRM activity

The action feed lists recent replies from your contacts under the CRM activity card. From this card, you can access and respond to contact emails. 

Please note: the CRM activity card appears in the action feed only when you have a contact reply in your CRM.

To view and respond to a contact reply: 

1. On the CRM activity card, tap a reply to view its details.
2. Select from the following actions: 
   • Draft a reply: reply to the email from your mobile device. You can use Breeze Assistant to help draft your response. 
   • View contact activity: open the contact record to view the contact’s information and complete engagement history. 
   • Dismiss: remove the recommended action from the CRM activity card. 

3. To view your complete activity feed, tap View all activity at the top of the card. Learn more about viewing sales notifications in the activity feed. 

Next steps

Learn how to record meetings with Mobile Notetaker.