Log Quo call summaries as HubSpot notes and follow-up tasks

By General Input

After every Quo call, an agent files the AI summary on the matching HubSpot contact and creates a follow-up task based on what the rep promised.

Integrations

  • Quo
  • HubSpot

Type

Agentic Task

Categories

  • Sales
  • Operations

Build an agent workflow that turns every completed Quo call into a clean HubSpot follow-up. The trigger is a Quo webhook for the 'call summary completed' event (these events are only emitted on Quo's Business and Scale plans).

When the webhook fires, the agent receives a Quo call ID. It should then do the following:

1. Pull the AI summary for that call using Quo's 'Get Call Summary' operation.

2. Pull the full transcript using 'Get Call Transcription'.

3. Pull the call metadata using 'Get a Call by ID' so we know which participant phone number is the external caller (i.e. not one of our Quo numbers) and what time the call happened.

4. Look up the external phone number in HubSpot using 'Search Contacts'. Try the number in E.164 format and also try the last 10 digits as a fallback. If no matching contact is found, exit the workflow silently. Do not create a new contact, and do not log anything. We do not want orphan records.

5. If a contact is found, extract action items from the transcript. These should be short, concrete bullets (e.g. 'Send pricing PDF', 'Loop in CS for onboarding question', 'Confirm renewal date'). Skip filler. Aim for 2 to 5 bullets, sometimes zero if the call had no commitments.

6. Create a HubSpot note on that contact using 'Create Note'. The note body should contain the AI summary verbatim, then a divider, then the extracted action items as a bulleted list. Associate the note with the contact.

7. From the transcript, identify the single most concrete next step the rep committed to on the call (e.g. 'Send the security questionnaire response', 'Schedule a technical deep-dive with their CTO'). Use that as the task title.

8. Pick a due date for the task: if the rep promised a specific timeframe on the call ('by Friday', 'end of next week', 'tomorrow'), match that. If nothing was promised, default to three business days out at 9am in the rep's local time.

9. Create the task using HubSpot's 'Create Task' operation, associated with the same contact. Assign it to the HubSpot owner of the contact. Priority high if the call mentioned a deal value, contract, or urgency word like 'today' or 'ASAP'; otherwise medium.

Edge cases: skip outbound calls that went to voicemail (no real conversation). Skip calls under 30 seconds. If the AI summary or transcript is empty, exit without creating anything. If the HubSpot search returns more than one contact for the same phone number, pick the most recently updated one and continue.

The goal: the rep finishes a call, walks away, and by the time they look at HubSpot the call is already documented and the next step is on their task list with the right due date.

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