Integration · HubSpot

AI note taker for HubSpot: every call logged on the deal

Lynkk records the call and logs the summary, next steps and tasks on the HubSpot deal. Our sales team sets it up with you.

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HubSpot · Deals

Deal

Orvell renewal

$48,000

Contract sent

Company: Orvell
Contact: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

Activity timeline

Call logged by LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Tasks · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

HubSpot · Orvell renewal

Before and after

A HubSpot deal, before, during and after the call.

Maya Chen has the Orvell renewal at 11:00. The deal lives in HubSpot.

0110:55Before the call

Her calendar sends the notetaker.

It joins every meeting with a Zoom, Meet or Teams link.

Home · Today's meetings

0211:00On the call

Maya sells. Lynkk takes the notes.

Dana asks for a pilot and a security review. Nobody types.

Zoom · Maya's Notetaker in the call

0311:47After the call

The note is written, and the summary is in her inbox.

Every timestamp plays the call from that moment.

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

LynkkTo: Maya Chen11:47

Meeting summary

Orvell renewal

Send Dana the updated order form
Set up the two-team pilot workspace
Book the security review with Orvell IT

Open the note

Summary emailed to you.

Orvell renewal · Ready

0411:48In HubSpot

The call lands on the Orvell deal's timeline.

The summary, the next steps and three tasks, on the deal, Dana's contact and Orvell's company.

HubSpot · Deals

Deal

Orvell renewal

$48,000

Contract sent

Company: Orvell
Contact: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

Activity timeline

Call logged by LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Tasks · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

Logged on the Orvell deal in HubSpot.

HubSpot · Orvell renewal deal

05Thu 09:15Two days laterPro

Ask across every call with Orvell.

The answer comes from her own notes, with the minute behind it.

Ask Lynkk · with sources

Setup

Set up Lynkk for HubSpot with our team.

Email sales

One short call, and your calls start landing where your team works.

Email sales.
We connect HubSpot with you on a short call.
Pick which calls log and where.
Every call lands on the deal.

Questions

Questions about Lynkk and HubSpot

What does Lynkk log in HubSpot?

A call on the deal's timeline with the summary and next steps, and each action item as a HubSpot task. The deal's contacts and company see the call too, with a link to the recording.

Which HubSpot deal does a call go to?

Lynkk matches the emails on the invite to HubSpot contacts, then picks their company's open deal. We set the matching rules with you when we connect HubSpot.

Can I choose which calls are logged?

Yes. We set it up with you: customer calls only, certain teams or certain pipelines. Internal meetings stay out of HubSpot.

How do I get Lynkk for HubSpot?

Email sales. We connect HubSpot with you on a short call and set which calls log and where. Your team keeps recording the way it does today.

How much does Lynkk for HubSpot cost?

CRM logging is priced with our sales team, based on your team's size. Recording, notes and the meeting bot work as they do on any Lynkk plan.

Explore more

AI note taker for HubSpot: every call logged on the deal

A HubSpot deal, before, during and after the call.

Her calendar sends the notetaker.

Maya sells. Lynkk takes the notes.

The note is written, and the summary is in her inbox.

The call lands on the Orvell deal's timeline.

Ask across every call with Orvell.

Set up Lynkk for HubSpot with our team.

Questions about Lynkk and HubSpot

More integrations.

Related guides

Every HubSpot deal, with its calls on it.