---
title: "Log recordings to HubSpot and Salesforce"
description: "Connect HubSpot or Salesforce to log analyzed recordings on matching contacts, companies and deals, link records from the CRM tab on a file, write Speak fields into CRM fields, and use CRM actions and triggers in automations."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.speakai.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Log recordings to HubSpot and Salesforce

Connect HubSpot or Salesforce and Speak AI can log your recordings in your CRM. Each recording is
matched to the contacts, company and open deal of the people on it, using their email addresses.
You can log every analyzed recording in chosen folders automatically, log a single file by hand,
and build [automations](/help/automations/) that update CRM records.

Both CRMs work the same way. Where HubSpot says deal, Salesforce says opportunity, and this page
notes the few settings that only one of them has.

## Connect your CRM

1. Open [Integrations](https://app.speakai.co/integrations) in the sidebar.
1. Find **HubSpot** or **Salesforce** in the CRM group, or search for it by name.
1. Select **Connect** and follow the steps to sign in to your CRM.

Once it is connected, the row shows a **Settings** button. That opens the settings described below.

## Log every analyzed recording

1. On the [Integrations](https://app.speakai.co/integrations) page, select **Settings** on the
   HubSpot or Salesforce row.
1. Turn on **Log every analyzed recording**.
1. Under **Folders**, choose the folders to log. You need at least one.
1. Choose the options below, then select **Save**.

Each recording in those folders is logged on the CRM contact, company and open deal that match its
participants.

- **Log it as**: **Call**, **Meeting** or **Note**.
- **When no contact matches**: **Skip this recording**, **Create the contact**, or **Mark the run as
  failed**.
- **Link an open deal** (**Link an open opportunity** in Salesforce): **Most recently updated**,
  **Only if there is exactly one**, or **Never**.
- **Send transcripts to HubSpot call insights**: HubSpot only, and only when you log recordings as
  calls. It needs the Speak HubSpot app installed in your HubSpot portal.
- **Fields on the logged activity**: write Speak values into fields on the logged call, meeting or
  note. See [Write Speak fields into CRM fields](#write-speak-fields-into-crm-fields).

## Keep your own team out of the matching

Under **Your team's domains**, list the email domains that belong to your side, such as an agency
or a subsidiary. Attendees from these domains are never matched to CRM contacts. Your members'
email domains are already included, so you do not need to add them.

## Log recordings you already have

**Log recent recordings** logs recordings you already have, for example ones from before you turned
logging on.

1. Under **Log recent recordings**, choose the **Folders**.
1. Under **From the last**, choose **7 days**, **30 days** or **90 days**.
1. Select **Preview**. Speak AI tells you how many recordings it found and how many in a sample
   match a CRM record.
1. Select **Log them**.

The run continues in the background and the dialog shows its progress. When it finishes, it shows
how many recordings were logged, how many had no match, and how many failed. Recordings that were
already logged are updated, not duplicated.

## Choose where recordings from your CRM go

Under **Recordings sent from HubSpot** (or **Recordings sent from Salesforce**), pick a folder.
Recordings that your CRM sends to Speak AI through the Speak API, with the record they belong to,
are filed in that folder and linked to that record.

## Create Speak fields in your CRM

If you extract [fields](/help/insights/fields/) in Speak AI, you can add matching fields to your CRM
in one step.

1. Under **Create Speak fields in HubSpot** (or Salesforce), choose the record type under **On**.
1. Under **Speak fields**, choose the Speak fields to add.
1. Select **Create fields**.

Speak AI adds one CRM field for each Speak field you picked, in a Speak AI group. Fields that
already exist are reused, and nothing is deleted.

## Write Speak fields into CRM fields

Logging settings and CRM automation steps share the same field editor.

1. Select **Add a field**.
1. Under **CRM field**, pick the field in your CRM.
1. Under **Speak field or text**, pick a Speak field or type the value to write.
1. Choose how to write it: **Always write**, **Only if empty**, or **Add a dated line**.

Empty AI values are never written. If you added a field in your CRM and it is missing from the
list, select **Reload CRM fields**.

## See and change the CRM records on a file

When HubSpot or Salesforce is connected, each analyzed file has a **CRM** tab in the panel next to
the transcript. If both are connected, pick the CRM at the top of the tab.

- **Log to HubSpot** (or **Log to Salesforce**) logs this file now, matched by its participants. If
  it was logged before, the existing activity is updated.
- **Linked records** lists the contact, company, deal, logged activity and other records this file
  is linked to. Records that someone linked by hand say "linked by hand". Select the **X** next to a link to
  remove it. Logged activities and tasks have no **X**.
- **Link a record** lets you choose a **Record type**, search your CRM, and link the file to the
  record you pick.
- **External participants** lists the people on the recording that matching uses. If no external
  participant has an email address, automatic matching has nothing to go on, so link a record by
  hand instead.

To log a file or change its links, you need permission to edit that file.

## Use your CRM in automations

When you add an [action](/help/automations/actions/) to an automation, pick HubSpot or Salesforce
to see these steps. Each one names its CRM, for example **Log the recording to HubSpot**. Connect
the CRM before the step can run.

- **Log the recording to HubSpot** or **Log the recording to Salesforce**
- **Update a HubSpot record** or **Update a Salesforce record**
- **Create or update a HubSpot contact**, or **Create or update a Salesforce contact or lead**
- **Create a HubSpot follow-up task** or **Create a Salesforce follow-up task**
- **Create a HubSpot deal or ticket**, or **Create a Salesforce opportunity or case**
- **Look up a HubSpot record** or **Look up a Salesforce record**

The update and look up steps use the deal, contact or company matched from the recording's
participants, unless you fill in **Record id (optional)**.

### Start an automation from a CRM change

The **HubSpot record created or updated** and **Salesforce record created or updated**
[triggers](/help/automations/triggers/) start a run when a record changes. Choose the **Record
type**, then under **Fire when a record is** choose **Created or updated**, **Created** or
**Updated**. You can narrow it with **Only when these fields change (optional)**, and with **And
this field (optional)** plus **Equals**.

Speak AI checks your CRM every 5 minutes. The first check only marks where to start, so records
that already exist do not fire.

For Salesforce, the settings dialog also explains how to get instant runs: create an automation
with the [Catch inbound webhook](/help/automations/inbound-webhooks/) trigger, then in Salesforce
add a record-triggered Flow with an HTTP Callout action that sends the record to that webhook URL.

### Starter automations

HubSpot and Salesforce come with [starter automations](/help/automations/starter-automations/) you
can open from the lightning bolt button on their row, such as **Log every analyzed meeting to
HubSpot**, **Create HubSpot follow-up tasks from every call**, **Fill HubSpot deal fields from
every call**, **Turn recorder responses into HubSpot contacts**, and **Tell Slack when a HubSpot
deal is lost**. Salesforce has the same set, for opportunities.

## Ask AI Chat to work in your CRM

A connected CRM is also available to [AI Chat](/help/ai-chat/connectors/), so you can ask it to add a
note or a contact from a conversation.

Setting this up for a sales team? [Book a free consult](https://speakai.co/book?utm_source=docs&utm_medium=docs&utm_campaign=hubspot-salesforce) and we'll do it together on your account.

---
Related: [Integrations](/help/integrations/) · [Automations](/help/automations/) · [Fields](/help/insights/fields/) · [Starter automations](/help/automations/starter-automations/)

Source: https://docs.speakai.co/help/integrations/hubspot-salesforce/index.mdx