videodb
VideoDB Documentation
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Auto-Sync Sales Calls to HubSpot CRM with AI
videodb
VideoDB Documentation

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Auto-Sync Sales Calls to HubSpot CRM with AI

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Goal:
This workflow captures sales conversations and syncs deal information directly to HubSpot CRM. It eliminates manual data entry by extracting key deal details from sales calls and updating CRM records automatically.
The workflow ensures consistent CRM data entry and prevents missed sales opportunities through automated deal tracking.
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Prerequisites:
N8N Instance: Running N8N automation platform (cloud or self-hosted)
VideoDB API Key: Obtain from VideoDB Console
VideoDB N8N Node: Install the custom node in your N8N instance
HubSpot CRM: With API access for deal and contact management
Meeting Recording: Capability for sales call recording
HubSpot Pipeline: Configured deal pipeline with appropriate stages
Main Workflow Steps:
Step 1: Sales Call Recording
Record sales conversations automatically
Ensure complete call capture before processing
Verify audio quality for accurate transcript generation
Step 2: Video Processing
Index spoken words from sales call audio
Generate detailed transcript of the conversation
Prepare content for deal analysis
Step 3: Deal Intelligence Extraction
Extract company/prospect name for deal identification
Assess current deal stage based on conversation content
Identify deal value and monetary discussions
Extract next steps and follow-up requirements
Categorize deals into appropriate HubSpot pipeline stages
Step 4: HubSpot CRM Integration
Create new deal records or update existing ones
Populate CRM fields with:
Deal name and estimated value
Current pipeline stage
Meeting summary and discussion points
Next steps and follow-up tasks
Log meeting as activity in deal timeline
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Conclusion:
This workflow maintains accurate, up-to-date CRM data by automatically capturing and structuring sales conversation details in HubSpot, supporting consistent deal tracking and sales process management.
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