--- title: "Maximize Sales Efficiency with HubSpot Meeting Notetaker" url: "https://www.epic.digital/en/blog/maximize-sales-efficiency-with-hubspot-meeting-notetaker" --- # Maximize Sales Efficiency with HubSpot Meeting Notetaker [EPIC](https://www.epic.digital/)› [Blog](https://www.epic.digital/en/blog) ›[Hubspot Updates](https://www.epic.digital/en/blog/tag/hubspot-updates) ›Maximize Sales Efficiency with HubSpot Meeting Notetaker Hubspot Updates # Maximize Sales Efficiency with HubSpot Meeting Notetaker Epic Published on Jul 28, 2025 2 min read **In short:** Unlock the power of HubSpot Meeting Notetaker to record, transcribe, and store sales conversations, allowing your team to focus on customer engagement. ### What is it? Admins can enable HubSpot Meeting Notetaker to automatically record, transcribe, and store sales conversations in HubSpot. This frees your team to focus fully on customers instead of note-taking. The tool seamlessly joins your Zoom, Google Meet, and Microsoft Teams meetings with external contacts. ### Why does it matter? Sales reps can engage fully in customer conversations rather than dividing their attention between manual note-taking. Notes are automatically logged in HubSpot immediately after each call, providing valuable context for follow-ups and coaching opportunities. ### How does it work? **To turn on HubSpot Meeting Notetaker for your account:** - Navigate to Settings > Tools > Calling > Call setup > Call Configuration - Ensure that both Call recording and Transcription and analysis are turned on for your account - Toggle the HubSpot Meeting Notetaker feature to on call setup settings page Once activated, Meeting Notetaker automatically joins newly scheduled meetings with external contacts for all sales reps with Sales Hub Professional or Enterprise seats who have connected calendars in HubSpot. Your team gets immediate access to recordings, transcripts, detailed summaries, and action items right after meetings end—without needing to host the meeting or install additional integrations. New recording and transcript tab For reps who prefer not to record meetings, they can opt out by navigating to Settings > General > Calendar and toggling Meeting Notetaker off. HubSpot Meeting Notetaker can join any meeting that has at least one external contact associated to the meeting and has a meeting location set as either a Zoom, Google Meet, or Microsoft Teams link. When joining meetings in Zoom, the host must ensure that the meeting can be recorded and joined by the notetaker by following [these steps](https://knowledge.hubspot.com/meetings-tool/record-and-take-notes-zoom-meetings) in your Zoom settings (password: Meetings_208916). Users can add a Zoom, Google Meet, or Microsoft Teams link to their meeting directly through their external calendar, a HubSpot video conference location when booking a meeting through the CRM, or a HubSpot scheduling page. [Learn more](https://knowledge.hubspot.com/meetings-tool/record-and-take-notes-with-meeting-notetaker) Password: Meetings_222885 For the best experience with HubSpot Meeting Notetaker, ensure you are also enrolled in another beta: *Prepare, review, and follow up on meetings with AI Meeting Assistant, *which streamlines the process of following up on meetings. ### Who gets it? Sales Pro, Sales Enterprise ## Frequently asked questions Which HubSpot plans include access to Meeting Notetaker? HubSpot Meeting Notetaker is available to sales reps with Sales Hub Professional or Enterprise seats. Reps also need a connected calendar in HubSpot for the tool to join their meetings automatically. How does HubSpot Meeting Notetaker join sales calls automatically? Once an admin turns on Call recording and Transcription and analysis under Call Configuration, Meeting Notetaker automatically joins any newly scheduled meeting that has an external contact and a Zoom, Google Meet, or Microsoft Teams link. How can a sales rep opt out of having meetings recorded? A rep can turn off Meeting Notetaker by going to Settings > General > Calendar and toggling the feature off. This stops the tool from joining and recording that rep's meetings. What do sales teams get immediately after a call ends? Right after a meeting ends, teams get immediate access to the recording, transcript, a detailed summary, and action items, without needing to host the call or install extra integrations. What conditions must a meeting meet for Meeting Notetaker to join it? The meeting needs at least one external contact associated with it, and its location must be set to a Zoom, Google Meet, or Microsoft Teams link. For Zoom meetings, the host also needs to enable recording and notetaker access in their Zoom settings. Share: Written by ### Epic ## More in Hubspot Updates [See all](https://www.epic.digital/en/blog/tag/hubspot-updates) ### [AI-Driven In-Person Meeting Notetaker: A Game Changer for Sales Reps](https://www.epic.digital/en/blog/in-person-meeting-notetaker-ios-only) Epic ## Is your revenue operation ready to scale? Let's look at where the bottlenecks are, together. First conversation, no strings attached. [Talk to a specialist](https://www.epic.digital/contato) ## Get the next posts RevOps, demand generation and applied AI — without filling your inbox. Subscribe