AutomationsOptimize your deal flow in HubSpot
CRM

Optimize your deal flow in HubSpot

Turn meetings into comprehensive HubSpot records. Capture every key point, task, and follow-up with your customers.

Sembly AI
Integration features

Capture conversations and fuel follow-up automatically.

Actionable Tasks Extract clear and structured action items from conversations with customers and sync them as CRM tasks. Automatically create contacts and log the task in the correct record for all new cases. Save time on admin, focus on people instead, and improve customer experience with a smart AI notetaker.
Precise Meeting Notes Automatically summarize your meetings, create sharp notes, and add them as Meeting Activities under the corresponding contact or company in HubSpot.
Advanced Filters Apply filters by meeting type, organizer, team, or keywords to sync only what’s critical. Stay focused and keep your CRM aligned with recent activity.
Setup steps

Configure automations easily. Forget about challenging setups.

01
Open Go to the My Automations page in the side menu of your account.
02
Browse Select Hubspot from the list of Sembly automations.
03
Connect Connect your Hubspot account with Sembly by logging in.
04
Configure Choose the data type, filter, and destination to finish the setup.
05
Enjoy Sembly will send tasks from meetings to Hubspot.

Connect HubSpot and let your meetings do the paperwork

FAQ

Why should my company choose Sembly Notes?

Sembly AI notes generator was made for professionals who seek meeting-type aware software with advanced AI features. It automatically joins calls, records and transcribes discussions, and delivers clear and actionable insights. Whether you’re an individual contributor, part of a cross‑functional team, or you run a large organization, a good AI meeting assistant minimizes routine work, improves productivity, and safeguards your data with enterprise‐grade security. Sembly accurately identifies different speakers, supports conversations in 48 languages, provides a full spectrum of meeting-related services, and automates deliverables. Individual professionals can let note-taking AI attend meetings automatically even when they are absent, and capture relevant information. This way, they can focus on what’s important, instead of wasting time on manual note-taking. Professional teams can automate post-meeting workflows, easily share notes or AI-powered transcriptions with colleagues and managers, and take a better look at meeting activities with the AI chat. Enterprises can build a secure knowledge base, optimize collaboration across departments, scale AI, and improve meeting productivity. Sembly AI note-taking app ensures compliance with GDPR, EU-USDPF, FERPA, and PCI DSS, has undergone HIPAA as part of SOC 2 Type II and HIPAA audit, and has completed the Microsoft 365 Certification.

How do I set up an integration between Sembly and Hubspot?

Sembly has a native integration with Hubspot, so you do not need to install anything or use third-party apps. All the settings can be configured within your Sembly account. Here are the steps you need to follow: 1) Log in to your Sembly account. 2) Navigate to the My Automations tab. 3) Choose Hubspot from the integration library. 4) Connect your Hubspot account to Sembly. 5) Configure filters for meeting data and select your destination. 6) Save the changes. Once connected, Sembly will start syncing meeting information from your calls directly into Hubspot automatically.

Is information I sync from Sembly to Hubspot secure?

Yes. Sembly AI notetaker takes security and user privacy seriously. It is SOC 2 and EU-US DPF certified, fully GDPR‑compliant, and also adheres to HIPAA, PCI DSS, FERPA, and Microsoft 365 requirements. We ensure AI note-taking is both safe and easy. More information can be found in the Sembly Trust Center.

How do I edit my Hubspot integration with Sembly?

You can edit your Hubspot automation within your Sembly account. Here are the steps you need to follow: 1) Choose the My Automations page from the side menu. 2) Find your Hubspot integration in the list under the Native tab. 3) Click on the three dots to expand more options. 4) Click the Edit variant. 5) Edit your integration and apply the changes.

How do I check whether the integration between Sembly and Hubspot is active?

You can check the list of active integrations in your Sembly account. Here is what you need to do: 1) Go to the My Automations page. 2) Open the Native tab of your automations. 3) Check whether the toggle on your Hubspot automation is turned on. If you have any issues with your integrations, feel free to reach out to our Support.