Prepare, review, and follow up on meetings with AI Meeting Assistant

Every sales opportunity counts. HubSpot's new AI Meeting Assistant gives you a single place to manage meetings with prospects - providing pre-meeting insights to help you prepare, post-meeting summaries to share with attendees, and AI-generated Guided Actions to keep deals moving forward.

Sales success depends on making the most of every conversation. HubSpot supports you throughout the entire meeting lifecycle so you feel prepared going into conversations and know exactly what steps to take during follow-up, increasing your chances of closing deals.

How does it work?

New meeting record:

The meeting record centralizes all your meeting details, account insights, and follow-up materials in one place, eliminating the need to switch between tools.

Guided Actions show reps what to focus on next:

After the meeting, you receive AI-powered Guided Actions based on the meeting transcript.

These guided actions help you prioritize your follow-up activities:

• Send meeting summaries to attendees, ensuring all parties are aligned on key discussions and takeaways
• Click the follow-up link to easily navigate to email, call, or sequence options
• Create tasks or immediately execute on action items extracted from the conversation

To access the new meeting record in HubSpot, either:

• Navigate to the Sales Workspace and click on a meeting from the summary tab
• Click on a meeting prep guided action from the Sales Workspace's summary tab
• Navigate to the Sales Workspace > Schedule tab and select a meeting record to view
• Click on a "view record" button on a meeting activity card in the CRM timeline

The new meeting record contains two tabs:

• Info & Insights: Your pre-meeting hub for attendee statuses, meeting details, and conversation insights.
  • Meeting details card for managing description, attendees, and timing. Insights include:
    • Internal notes: Private information visible only to HubSpot users with permissions
    • Prospecting agent updates: View previous prospect interactions with your Prospecting Agent
    • Talking points: Potential pain points with recommendations based on industry data and previous engagements
    • Web page visits: Recent prospect activity to understand their interests
    • Recent activity: Five most recent participant engagements to keep you informed
• Recording & Transcript: Your complete conversation record
  • Next steps: Follow-up items and recommended actions based on the conversation
    • Follow-up guided action: Navigate to email, call, or sequence options to keep opportunities moving
    • Create task guided actions: Act immediately or create future tasks based on conversation points
  • Meeting summary: a detailed AI-generated summary of your conversation, including specific topics that were discussed
  • Watch the recording
  • View the transcript of the conversation

Update Calling Remote

The calling remote is a fast and easy way for users to make calls any where in the CRM. With this update, users can now take notes, set call outcomes and call types directly in the remote.

How does it work?

When receiving an inbound call, or making an outbound call with the remote users will have the option to take notes, and set values for call outcomes/types.

Create and View Notes in Help Desk (Replacing Comments)

HubSpot Numbers Available in Nordics, Japan, France, and Spain

HubSpot phone number acquisition is now available in additional countries!

• Nordics = Norway, Sweden, Denmark, Iceland
• Japan
• France
• Spain

You can submit business documentation for these countries, and acquire a HubSpot phone number that can be used for inbound and outbound calling, Team Calling in Help Desk, IVR, and more!

Calling users with global business locations must acquire a number in their locality. HubSpot is adding number acquisition for seven additional countries, allowing you to better solve for their calling needs in more regions.

In response to evolving regulatory landscapes, many countries are intensifying their enforcement of telecom regulations. This includes mandates for verifying the legitimate users of phone numbers and validating business locations. To streamline this process, HubSpot has introduced a documentation flow within its platform, allowing you to effortlessly submit the necessary regulatory documents, ensuring compliance and facilitating seamless number acquisition in these countries.

How does it work?

Enroll in the public beta by following the steps here.

Once enrolled in the public beta, follow step below to start your number acquistion:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Calling > Call Setup.
3. On the Phone numbers tab, click Get a HubSpot number.
4. In the right panel, review the information then click Next.
5. Use the dropdown menus to select a country, number type, and prefix.
6. Based on the country you selected, you will need to validate your business by submitting regulatory documents providing proof of business in the selected country. Click Get started to complete the verification process.

7. In the verification flow, follow the steps to enter your company information and attach the requested documents. Once you click submit, it can take 3-4 business days for verification approval.

8. Once approved, you will see a banner in your account notifying of the country approval. This approves your company to be able to acquire phone numbers for that country.

Once your business verification is complete, return to call settings to acquire your phone numbers.

1. Click Get a HubSpot number.
2. In the right panel, select your approved country.
3. Fill out the fields:
   1. Main business use case for these numbers
      1. Specify business use cases
   2. Number of phone numbers you are requesting
   3. Email
   4. Select preferred Area Code/Prefix
4. Click "Request Number"

Once submitted, it can take 2 - 4 weeks for the requested phone numbers to be acquired. You will be notified via email once the requests is approved and numbers are ready for usage in your HubSpot account.

Unique value enforcement for custom phone number properties

You can now apply unique value enforcement to custom phone number properties.

This enables admins to establish unique values for phone numbers. For example, you may want to ensure that two contacts don’t have the same phone number to reduce contact record duplication.

How does it work?

To require unique values for the property, head to Objects > Settings > Properties. Create a custom phone number property and select the checkbox to require a unique value. With this turned on, users will be unable to enter the same value for multiple records. You can create up to ten unique value properties per object. Unique value enforcement cannot be applied to existing properties.