All workflows
Add Gong call recaps to HubSpot with a follow-up task
After each Gong call with a customer, AI writes a recap onto their HubSpot contact and gives the rep a follow-up task.
On new call in Gong3 apps4 steps
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1GongNew call triggerStarts for each new call with people outside the company.
- 2GongGet call transcriptGets the transcript for the AI step to read.
- 3HubSpotCreate noteAdds the recap to each matching contact.
- 4HubSpotCreate taskCreates the rep's follow-up task, due in 2 days.
How it works
What happens on each run, in plain English.
Call notes rarely make it into the CRM. After each Gong call with someone outside your company, this has AI read the transcript and write a short summary with the next steps.
The recap lands as a note on the matching HubSpot contacts, and the rep who hosted the call gets a follow-up task due in two days.
gonghubspotaicalls
You may also be interested in
Sort website form messages into sales, support and spamAn AI reads each form message: sales enquiries go to HubSpot and Slack, support requests to your support team, spam is ignored.
Score new form leads and route the good onesWhen someone fills in your Fillout form, AI rates them from 1 to 10; good fits go to HubSpot and Slack, the rest to a nurture sheet.
Qualify new HubSpot leads and route themAn AI judges each new HubSpot contact: good fits go to sales with a follow-up task, the rest to your newsletter.Introduce yourself to new CRM contactsDrafts an introduction email to each new HubSpot contact, written from what your CRM already knows about them.Start from a workflow that already works.
Add "Add Gong call recaps to HubSpot with a follow-up task" to your workspace, connect its apps, and make it yours.
Free plan, no credit card