What HubSpot Just Did to Meetings (And Why It Matters)
HubSpot is moving fast. Like, really fast. Spot Check is a new weekly series that pulls out the updates worth paying attention to — so you don’t have to read every release note yourself.
This week HubSpot dropped three meeting-related updates that are worth a look, especially if you’re in sales or managing a sales team. Two of them are genuinely useful for reps. One is an admin move — but if nobody makes it, the other two won’t reach their potential.
All three are currently in public beta, which means they’re available — but someone has to turn them on. More on that at the end.
Let’s go in order of “you’ll care about this immediately.”
1. Meeting Notetaker — Your AI Scribe Has Arrived
If you’ve ever finished a call and immediately thought “I should write down what just happened” and then… didn’t — this one’s for you.
HubSpot’s Meeting Notetaker is now in public beta, and it automatically joins your scheduled meetings to handle transcription, note-taking, and summaries. It works across Zoom, Google Meet, and Microsoft Teams — and it logs everything directly to the contact record in HubSpot.
No more relying on memory. No more “let me circle back on that” emails that never get sent.
A few things worth knowing:
- It shows up as a participant in the meeting, so attendees can see it’s recording — which is actually a good thing for trust and transparency
- The notetaker is set to join all meetings by default, but you can change that per-user or restrict it in settings
- Admins can control access — including an option to limit recording to users with Sales Professional or Sales Enterprise
- Summaries sync to the contact record automatically, so your CRM actually reflects what happened on the call
If you prefer to take your own notes while in the meeting, you can do that too.
This is the kind of feature that sounds like a nice-to-have until you realize how many deal details live in people’s heads instead of in HubSpot.
This feature is in public beta — it needs to be enabled in your portal before your team can use it.
2. Meetings Index Page & Custom Meeting Properties
HubSpot quietly gave meetings their own home — and it’s more useful than it sounds.
The Meetings index page (find it under CRM > Meetings) pulls together every meeting in your portal: ones booked through scheduling pages, scheduled directly from the CRM, and even those synced from external calendars. You can filter, sort, and customize the view with edit columns — all in one place.
The bigger news: you can now create custom meeting properties.
That means you can track things like meeting type, deal stage at time of meeting, or any custom field that matters to how your team qualifies and follows up. Those properties show up in Settings > Data Management > Properties (select Meetings as the object) and can be updated directly from the index page or through workflows.
For sales teams that have been duct-taping meeting data together across notes, tasks, and memory — this is the structural fix you didn’t know you needed.
This feature is in public beta — it needs to be enabled in your portal before your team can use it.
3. Meetings in Workflows — This One’s for Your Admin (But Tell Them Now)
This update is in public beta and it’s powerful, but it requires someone to set it up correctly. That someone is probably your HubSpot admin.
Meetings in Workflows means you can now use meeting activity as a workflow trigger.
- Did a meeting get booked? Trigger a follow-up sequence.
- Did a meeting get canceled? Trigger a re-engagement task.
- Did a meeting complete without a next step logged? Flag it.
The opportunity here is significant: sales follow-up is one of the most inconsistent parts of any pipeline, and this gives you the infrastructure to automate the right actions at the right moments — without relying on reps to remember.
But like most workflow features, it needs thoughtful setup. A workflow that fires on every meeting without proper criteria is just noise. This is one where getting the configuration right from the start matters.
This feature is in public beta — it needs to be enabled in your portal before you can build with it.
Want Any of These Turned On?
All three of these are live in public beta, which means they’re ready — they just need to be activated in your specific portal.
I’ve already been through the setup on all of them and I’m happy to enable them for you, walk you through what’s involved, or just answer questions before you decide if it’s the right fit for your team.
HubSpot is moving fast. Like, really fast. Spot Check is a new weekly series that pulls out the updates worth paying attention to — so you don’t have to read every release note yourself.
This week HubSpot dropped three meeting-related updates that are worth a look, especially if you’re in sales or managing a sales team. Two of them are genuinely useful for reps. One is an admin move — but if nobody makes it, the other two won’t reach their potential.
All three are currently in public beta, which means they’re available — but someone has to turn them on. More on that at the end.
Let’s go in order of “you’ll care about this immediately.”
1. Meeting Notetaker — Your AI Scribe Has Arrived
If you’ve ever finished a call and immediately thought “I should write down what just happened” and then… didn’t — this one’s for you.
HubSpot’s Meeting Notetaker is now in public beta, and it automatically joins your scheduled meetings to handle transcription, note-taking, and summaries. It works across Zoom, Google Meet, and Microsoft Teams — and it logs everything directly to the contact record in HubSpot.
No more relying on memory. No more “let me circle back on that” emails that never get sent.
A few things worth knowing:
- It shows up as a participant in the meeting, so attendees can see it’s recording — which is actually a good thing for trust and transparency
- The notetaker is set to join all meetings by default, but you can change that per-user or restrict it in settings
- Admins can control access — including an option to limit recording to users with Sales Professional or Sales Enterprise
- Summaries sync to the contact record automatically, so your CRM actually reflects what happened on the call
If you prefer to take your own notes while in the meeting, you can do that too.
This is the kind of feature that sounds like a nice-to-have until you realize how many deal details live in people’s heads instead of in HubSpot.
This feature is in public beta — it needs to be enabled in your portal before your team can use it.
2. Meetings Index Page & Custom Meeting Properties
HubSpot quietly gave meetings their own home — and it’s more useful than it sounds.
The Meetings index page (find it under CRM > Meetings) pulls together every meeting in your portal: ones booked through scheduling pages, scheduled directly from the CRM, and even those synced from external calendars. You can filter, sort, and customize the view with edit columns — all in one place.
The bigger news: you can now create custom meeting properties.
That means you can track things like meeting type, deal stage at time of meeting, or any custom field that matters to how your team qualifies and follows up. Those properties show up in Settings > Data Management > Properties (select Meetings as the object) and can be updated directly from the index page or through workflows.
For sales teams that have been duct-taping meeting data together across notes, tasks, and memory — this is the structural fix you didn’t know you needed.
This feature is in public beta — it needs to be enabled in your portal before your team can use it.
3. Meetings in Workflows — This One’s for Your Admin (But Tell Them Now)
This update is in public beta and it’s powerful, but it requires someone to set it up correctly. That someone is probably your HubSpot admin.
Meetings in Workflows means you can now use meeting activity as a workflow trigger.
- Did a meeting get booked? Trigger a follow-up sequence.
- Did a meeting get canceled? Trigger a re-engagement task.
- Did a meeting complete without a next step logged? Flag it.
The opportunity here is significant: sales follow-up is one of the most inconsistent parts of any pipeline, and this gives you the infrastructure to automate the right actions at the right moments — without relying on reps to remember.
But like most workflow features, it needs thoughtful setup. A workflow that fires on every meeting without proper criteria is just noise. This is one where getting the configuration right from the start matters.
This feature is in public beta — it needs to be enabled in your portal before you can build with it.
Want Any of These Turned On?
All three of these are live in public beta, which means they’re ready — they just need to be activated in your specific portal.
I’ve already been through the setup on all of them and I’m happy to enable them for you, walk you through what’s involved, or just answer questions before you decide if it’s the right fit for your team.