SwiftBOL + HubSpot
Every call's summary, in HubSpot
After every client meeting, SwiftBOL takes the summary, key points and action items to HubSpot, so the whole sales team knows what was said without asking anyone for notes.
No card · 120 min of audio + 60 min of meeting assistant free a month
What reaches HubSpot
- The meeting's title and summary
- Key points and action items, with their owners
- A link to the session in SwiftBOL, with the full transcript
- With Zapier or Make, the chapters and transcript too, in the fields you choose
Included in every plan, Free included.
With Zapier or Make (automatic)
- In Zapier, create a Zap with the “Webhooks by Zapier” → “Catch Hook” trigger and copy the URL it gives you (in Make: the “Webhooks” module → “Custom webhook”).
- In SwiftBOL, open Integrations, paste the URL into the Zapier or Make field and save. To send every meeting on its own, turn on “Automatically send every summary when it's ready”.
- Send one meeting from Export → Send to Zapier / Make, so Zapier receives a sample with every field.
- Add the HubSpot action you need to your Zap (for example, saving a note or creating a task) and choose which field goes where: title, summary, key points, action items or transcript.
SwiftBOL stores your meetings in the European Union. Whatever you send to HubSpot is stored in HubSpot and governed by its terms; it's only sent when you ask or turn on automatic sending.
Frequently asked questions
Which SwiftBOL plan do I need?
Any of them: integrations are on every plan, Free included. What changes between plans is the hours of audio and of meeting assistant.
Can I send only sales meetings?
Yes. Leave automatic sending off and send only the ones you want from Export, or add a filter to your Zap so only the meetings that meet a condition go through.
Where is the data stored?
Your meetings are stored in the European Union (Frankfurt) and never used to train AI. Whatever you send to HubSpot stays in your HubSpot account and is governed by its terms, and it's only sent when you ask or turn on automatic sending.
Other integrations
All integrations →- SalesforceEvery client meeting, logged in Salesforce.See how it works
- SlackEvery meeting's summary, in the channel you choose.See how it works
- NotionMinutes in Notion in one click, or on their own with Zapier.See how it works
- ZapierSummary, action items and transcript to thousands of apps.See how it works
HubSpot, Zapier and Make are trademarks of their respective owners. SwiftBOL is not affiliated with or endorsed by them; we name them only to explain what SwiftBOL works with.
Your meetings, where your team already works
Included in every plan, Free included. No card · 120 min of audio + 60 min of meeting assistant free a month.
Try it free