Hi knowledgeable people,
Can anyone advise on best choice of a meeting notetaker either native to HS or third party app?
Hi @PLusher
Thanks for the question — having a reliable meeting notetaker can make a big difference in handoffs and alignment.
I’ll loop in a few Community members who are familiar with meeting workflows and note-taking solutions.
@RubenBurdin @GRajput @h-recker — hope you’re all having a great week! Do you have recommendations for meeting note-taking tools that integrate well with HubSpot — either native options (e.g., built-in meeting notes/calendar features) or third-party apps that sync notes into contact/deal timelines reliably?
Appreciate any insights or favorites you can share.
Victor
In my experience working with sales and customer success teams, choosing the right meeting note-taking solution often comes down to your team’s workflow and meeting platform.
**Top Recommendations:**
1. **Fireflies.ai** - Probably the most robust option for HubSpot integration. It automatically joins meetings (Zoom, Meet, Teams), transcribes in real-time, and syncs notes directly to HubSpot contacts/deals. The AI-generated action items are particularly useful.
2. **Grain** - Great for remote teams. Records meetings, creates searchable transcripts, and has native HubSpot integration for logging activities. The highlight reel feature is excellent for sharing key moments.
3. **HubSpot Native Notes** - Often overlooked, but if you’re already using HubSpot’s meeting scheduler, the built-in notes functionality with templates can be sufficient for smaller teams.
**Implementation Tip:**
Whichever tool you choose, set up automated workflows to ensure notes are tagged with the right deal stage and contact properties. This makes pipeline reviews much more efficient.
For enterprise deployments, I’d recommend Fireflies for the depth of integration and compliance features. For startups, Grain offers great value.