TwinsAI
HubSpot note taker

The note taker built for HubSpot.

TwinsAI joins your Zoom, Google Meet, and Teams calls without a bot, then writes the notes, tasks, and field updates straight into HubSpot the second the meeting ends. Your reps stop doing CRM admin, and every deal stays current on its own.

Book a 30-min demo
meet.google.com/abc-defg-hij
11:06 AM|Meetings SignupREC
Ryan Mercer
Ryan Mercer
Priya Nair
Priya Nair
Emily Chen
Emily Chen
💖👍🎉👏😂😮😢🤔👎
Ask Gemini
Meeting 2x9Pkb6
Stop Recording
ECEmily ChenInternal
RMRyan MercerInternal
MBMarcus Bell
PNPriya Nair
SMSofia Mendes
Meeting Score
QUICK TIP
12:15 PM
They mentioned timeline pressure — anchor on time-to-first-call. Reps onboard in under an hour, not weeks.
QUICK TIP
12:14 PM
Acknowledge their role, then ask who owns outbound tooling decisions and if they are the person they report to on sales enablement.
Ask TwinsAI about this prospect…
Built for HubSpot

Joins Zoom, Google Meet, and Teams. Logs to HubSpot.

One botless note taker across every meeting platform your team runs, writing back to HubSpot from all of them. No bot tile, no "admit the notetaker" step, no copy-paste from a separate app.

HubSpotHubSpotZoomZoomGoogle MeetGoogle MeetMicrosoft TeamsMicrosoft Teams
§ 01Botless capture

Caught the moment it's spoken.

TwinsAI runs quietly on the rep's device and captures Zoom, Google Meet, and Teams calls directly. No bot joins the call, nothing shows in the attendee list, and action items are caught as they are said, not reconstructed later from a summary.

+No bot in the attendee list
+Zoom, Google Meet, and Teams
+Action items as spoken
+Runs on the rep's device
QUICK TIP
12:15 PM
They mentioned timeline pressure — anchor on time-to-first-call. Reps onboard in under an hour, not weeks.
QUICK TIP
12:14 PM
Acknowledge their role, then ask who owns outbound tooling decisions and if they are the person they report to on sales enablement.
Ask TwinsAI about this prospect…
§ 02Native HubSpot logging

Every word, attributed and logged to HubSpot.

A speaker-attributed transcript builds in real time and lands as a native HubSpot engagement on the matched contact and deal, with the recording attached. Reps open HubSpot and the meeting is already there, in the place they already work.

+Summary as a HubSpot engagement
+Matched to contact and deal
+Transcript and recording attached
+No export, no copy-paste
Ethan Caldwell · 12:14
Thanks for hopping on — I've been heads-down on our outbound stack all quarter.
Ryan Mercer · 12:14
Of course. Before we dive in — who else on your side typically signs off on tooling like this?
§ 03Shared in Slack

The whole deal team stays in the loop.

TwinsAI posts the recap and HubSpot deal updates to a shared Slack channel for the deal, so teammates who were not on the call stay current and can weigh in without opening HubSpot.

+Recap posted to Slack
+A channel per deal
+Deal updates included
+No CRM digging
Connected to Slack #sales-deal-microsoft — messages here stream to your team; replies show up live.
Message #sales-deal-microsoft…
§ 04Deal updates

The call, closed out in HubSpot the second it ends.

Disposition, notes, and follow-up tasks are written to HubSpot the moment the meeting ends. TwinsAI moves the deal stage and fills your deal properties, including MEDDPICC and BANT custom fields, from what was actually discussed.

+Deal stage moved automatically
+MEDDPICC and BANT fields filled
+Follow-up tasks created
+One-click confirm
Call Feedback
Ethan Caldwell
Lead Status
Connected
Follow-up Tasks
📞Call Back
Send Email
📅Schedule Meeting
To Do
Assign Your Twin Work
Rachel said her co-worker Diana Price is the right person to speak with. Add Diana to the CRM and find her contact info and buying signals.
After the call, inside HubSpot

The post-call work, done in HubSpot before the next call connects.

Booked, sent, and logged to HubSpot automatically the second the meeting ends, so the deal updates itself instead of waiting on a rep.

§ 05Books the next meeting

The follow-up is on the calendar before the rep stands up.

If the rep committed to a next step, TwinsAI checks both calendars, drafts the invite with the agreed agenda, books it, and logs the meeting to the HubSpot record, before the next dial.

+Checks both calendars
+Agenda pre-filled
+Logged to HubSpot
FOLLOW-UP ACTIONS
Schedule Meeting
Send Email
Send SMS
Create Task
Schedule Meeting
with Niraj Shah
Meeting title
Date
07/01/2026
Time
10:00 AM
Duration
30 min
Busy times are disabled based on your calendar.
Invite (comma-separated)
Agenda (optional)
CancelMark Complete
Generate Call Notes
§ 06Sends the follow-up email

Drafted in your rep's voice, logged to HubSpot.

TwinsAI writes the recap in the tone your rep actually uses, with the right attachments and next steps inserted, then logs the sent email to the HubSpot contact and deal. The rep clicks send.

+Learned rep voice
+Attachments inserted
+Logged to the record
New message✦ REP'S VOICE
ToJeff Sheridan
Subj

Hi Jeff,

Really enjoyed the conversation. As promised, the security one-pager is attached, and I've pencilled us in for Thursday at 2pm to walk through pricing.

Talk soon,

Dana

Send
§ 07Creates the HubSpot tasks

Tasks, stage, and deal fields written before the next call connects.

Every spoken action item becomes a HubSpot task with an owner and due date. Disposition, lifecycle stage, and deal properties update the moment the meeting ends. No end-of-week CRM hygiene marathon.

+Tasks from spoken action items
+Deal stage and properties updated
+Owners and due dates set
Acme Corp · DealWRITING…
StageDemo Scheduled
Next step
Disposition
Champion
Follow-up tasks
Send pricing one-pager
Book follow-up demo
Loop in solutions eng
Sync toHubSpot
How it compares

Everything a summary-only notetaker leaves to your reps.

HubSpot's built-in notetaker, like most meeting notetakers, captures a summary and stops there. TwinsAI captures the meeting and then finishes the work in HubSpot, so the deal updates itself instead of waiting on a rep to do CRM admin.

CapabilitySummary-only notetakerTwinsAI for HubSpot
Joins without a bot in the roomSometimesAlways, botless
Notes logged to HubSpotManual or basicNative engagement, auto
Tasks from action itemsYou create themAuto-created in HubSpot
Deal stage + properties updatedNoFrom the conversation
Follow-up email draftedNoIn the rep's voice, logged
Next meeting bookedNoOn the rep's calendar
Shared with the team in SlackNoA channel per deal
● TwinsAI is botless: it runs on the rep's device and captures the meeting without a bot ever joining the call.
● Explore HubSpot note taker use cases

See how HubSpot teams put a botless note taker to work.

Go deeper on each workflow, from logging meeting notes to HubSpot to creating tasks, updating the deal, and sharing the conversation in Slack.

● Frequently asked

Questions about the HubSpot note taker.

What is a HubSpot note taker?

A HubSpot note taker is an AI that captures your meetings and writes the notes back into HubSpot automatically. TwinsAI joins Zoom, Google Meet, and Teams calls without a bot, then logs the summary as a native HubSpot engagement, creates tasks from the action items, updates the deal, drafts the follow-up, and posts the recap to Slack.

How is this different from HubSpot's built-in notetaker?

HubSpot's built-in notetaker captures a summary and stops there. TwinsAI captures the meeting and then finishes the work: it creates the HubSpot tasks, moves the deal stage, fills the deal properties, drafts the follow-up email in the rep's voice, books the next meeting, and shares the deal in Slack, all within seconds of hang-up.

Is it really botless?

Yes. TwinsAI runs quietly on the rep's device and captures the meeting audio itself, so no bot ever joins the call, nothing shows up in the attendee list, and there is no "please admit the notetaker" step. The prospect never sees a recorder join the meeting.

What gets written back to HubSpot?

The meeting summary is logged as a native HubSpot engagement on the matched contact and deal, with the transcript and recording attached. TwinsAI also creates tasks from the action items, moves the deal stage, and fills your deal properties, including MEDDPICC and BANT custom fields, from what was discussed.

Does it create HubSpot tasks from action items?

Yes. When something is committed to on the call, like sending a one-pager or regrouping next week, TwinsAI captures it and creates the matching HubSpot task with an owner and due date, so nothing falls through after the meeting.

Can the team see the meeting in Slack?

Yes. TwinsAI posts the recap and deal updates to a shared Slack channel for the deal, so teammates who were not on the call stay in the loop and can weigh in without opening HubSpot.

Which meeting platforms does it work with?

TwinsAI works across Zoom, Google Meet, and Microsoft Teams, and writes back to HubSpot from all of them. It also works with Salesforce and Close if your team runs more than one CRM.

Put a note taker to work inside HubSpot.

Book a 30-minute demo and we will connect TwinsAI to your HubSpot, sit in on a live meeting, and show you the notes, tasks, and deal updates land in HubSpot before the call is even over.