Auto-update HubSpot deals from Read AI meetings

By General Input

When a sales call ends in Read AI, log the recap on the HubSpot deal, file action items as tasks, and ping the deal owner in Slack.

Integrations

  • Read AI
  • HubSpot
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Operations

Build an agent workflow that keeps my HubSpot deals up to date automatically after every customer call I run through Read AI. The trigger is a Read AI webhook firing on the meeting_end event.

When the webhook fires, the agent should:

1. Pull the meeting from Read AI by calling Get Meeting with the session_id from the webhook payload. Expand summary, action_items, and key_questions so the agent has the full recap, the owner-attributed action items, and the questions the prospect asked.

2. Identify the prospect. Take the external participants from the meeting (anyone whose email domain is not my own company's domain) and use Search Deals in HubSpot to find an open deal associated with those email domains or with a contact at that domain. Prefer deals in an active pipeline stage (not closed-won or closed-lost). If multiple matches, pick the most recently updated open deal. If no deal matches, stop and post a short Slack message to me saying "no matching HubSpot deal for <meeting title>" so I can wire it up manually.

3. Log the recap. Call Create Note in HubSpot with the meeting summary and the key questions formatted as a clean recap, and associate the note with the matched deal so it shows up on the deal timeline. Include a link back to the Read AI meeting page so reps can play back the call.

4. File the action items. For each action item that has a clear owner on my side, call Create Task in HubSpot. Set the task subject to the action item, associate it with the deal, assign it to the matching HubSpot owner (look up via List Owners or Get Owner by email), and set a sensible due date (default to three business days out, or sooner if the action item text says "today", "tomorrow", "by Friday", etc.). Skip action items assigned to the prospect side.

5. Move the deal stage when the meeting clearly indicates a transition. If the summary makes it obvious that a demo just happened, move the deal to the "Demo completed" stage. If a contract or order form was sent or discussed as sent, move it to "Contract sent". Be conservative: only call Update Deal when the signal is unambiguous, and never move backwards. Include the inferred new stage in the recap note so reps can see why it moved.

6. Notify the deal owner. Look up the deal owner's email in HubSpot, find their Slack user with Look Up User by Email (Slack Bot), and use Send a Message to DM them a one-paragraph recap: who the call was with, the headline outcome, how many tasks were created, whether the stage moved, and a link back to the HubSpot deal.

Tone for the recap note and the Slack message: concise, factual, no fluff. The goal is to keep our CRM honest without anyone hand-writing notes after a call.

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