Use case· 4 steps
How do I auto-log calendar meetings to HubSpot or Salesforce?
When a calendar event with an external attendee ends, log it as a meeting activity on the contact's CRM record — including AI-summarized recording notes from Zoom.
How it works
Set up "Log every meeting as CRM activity" in 4 steps
- 1Trigger on meeting endGoogle Calendar Event Ended where external attendees present.
- 2Find CRM contactHubSpot Find Contact by attendee email.
- 3Get Zoom recordingWait for Zoom Recording Completed → Whisper transcribes → Claude/OpenAI summarizes.
- 4Log activityHubSpot Create Engagement (type=MEETING) with duration, recording URL, AI summary.
FAQ
Common questions about this recipe
Do I need Zoom for the recording?
No — if no recording, just log the meeting timestamp + attendees + topic. Zoom adds the recording layer when present.
