I have a customer success person taking demo calls with clients. these clients already exist in Hubspot.
After their call ends, I want to send the AI generated summary from zoom to hubspot and add it as a note to the contact.
Question
How to Send Zoom AI meeting Summary to Hubspot contact
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You can simply Do this by
Module1: First Trigger new zoom meting
Module2: Use an Open AI tool to create meeting summary
Module3: find contact in HubSpot from zoom details
Module4: Add note to contact from open ai summary
+6- Zapier Solution Partner
Hey
Try using the trigger New Meeting Summary,
Your workflow will look something like this-
- New Meeting Summary trigger
- Find Contact action
- Update Contact action
This is a sample workflow and you may need to extra actions like filter, formatter etc as workflows are usually personalized to user’s needs. Hope it helps!
+11- Community Manager
Hi there
Keen to make sure you’re all set, so please let us know whether you need any more help at all. 🙂
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