Send recap content to HubSpot

You can send recap content from a meeting recording to your organization's HubSpot account. This keeps meeting decisions and follow-up work together with the related HubSpot company, deal, or contact.

You can send the content in either of the following ways:

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As a note or meeting on a HubSpot record. For more information, see Send a Recap to HubSpot as a Note or Meeting.

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As tasks on a HubSpot record, with one task for each action item. For more information, see Send Action Items to HubSpot as Tasks.

Both procedures start in the Send to HubSpot dialog. To open the dialog, see Open the Send to HubSpot Dialog.

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HubSpot integration is available only if your Meeting Insights administrator has turned it on.

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Only the owner and co-owners of the meeting recording, and users with editing permissions for it, can send its recap to HubSpot.