HubSpot Playbooks

How to Connect Google Meet to HubSpot (Recordings and Follow-ups)

Written by Lyndon Brathwaite | 17/10/2026, 13:01

Quick answer: To connect Google Meet to HubSpot, install the Google Meet app from the HubSpot Marketplace, open it under Connected Apps, and switch on meeting sync and auto-recording. Each call then appears in HubSpot as a meeting record with its recording, transcript, summary, suggested follow-ups and talk-time stats. You can also add the HubSpot add-on inside Meet to see participants, associations, notes and playbooks during the call.

If you use Google Meet, Zoom or Microsoft Teams alongside HubSpot but the two are not connected, a lot of what happens in your meetings stays outside the CRM. Someone then has to remember to type up the context by hand, and the record only ever shows part of the story of how a deal is progressing.

This walkthrough shows the Google Meet version, step by step. The same idea applies to Zoom and Microsoft Teams. The video above shows each screen, and the sections below follow the same chapters so you can jump between them.

Before you start

A few points from HubSpot's own documentation are worth checking before you begin. Features and plan requirements change, so confirm them against your own portal.

  • The Google Meet app is a user-level app, so each person installs and connects it for themselves.
  • You need App Marketplace permissions or Super Admin access to install it. If someone cannot connect it, an admin needs to grant access.
  • Syncing recordings needs a Google Meet Business or Enterprise account on the Google side.
  • Playbook sync is listed for Sales Hub and Service Hub Professional and Enterprise.

Source: HubSpot Knowledge Base, use HubSpot's integration with Google Meet.

Step 1: Connect Google Meet to HubSpot

Start in the HubSpot Marketplace, which sits in the top navigation. Find the Google Meet app and install it. If you have already installed it but not connected it, go to Connected Apps instead.

From there you move through an overview and a short set of settings. This is where you give the app permission to connect to your CRM, and where you choose what it should do, including auto-recording and syncing the meetings you hold.

There is one more option on the same screen: installing the meeting app so HubSpot's data is available inside Google Meet. We come back to that in Step 4.

Step 2: Find your meeting record

Once it is connected, meetings start appearing in your HubSpot calendar with Google Meet shown on them. Each one carries the outcome of the meeting, the meeting type, who it is associated with, and a link to view the recording. Clicking that link takes you back into HubSpot, to the meeting record.

Two things are worth setting up properly:

  • Meeting types. If a meeting has no type, you can only leave it blank, so create the types you actually use. In my example, an internal call with a teammate had no matching type.
  • Associations. Meetings can be associated to deals, tickets, companies and contacts. See the table below for what is not supported.

Follow-ups HubSpot suggests

On the meeting record, HubSpot reads the notes from the call and suggests tasks. In my example it picked up eight tasks it thought my colleague and I should act on. Each suggestion shows its source, based on the timestamp in the meeting. You can accept the ones that are accurate and have them created in the CRM, or save everything as a single task.

What can be associated to a meeting

Swipe sideways to see the full table.

Record type Associated automatically? Notes
Contacts Yes Participants can be matched to existing contacts
Companies Yes One of the four main associations
Deals Yes One of the four main associations
Tickets Yes One of the four main associations
Other objects (for example projects, appointments, listings, courses) No You can associate some manually, but it does not happen on its own

Step 3: Use the recording, transcript and stats

Below the follow-ups you will find the summary, notes and stats, and further down the recording itself with its transcript. A manager, a rep or the wider sales team can review the call here.

The recording and transcript

The recording shows a talk-time bar for each speaker. In my example the split was 52 and 48, so the conversation was close to balanced across a call of about 43 minutes. The transcript sits directly underneath.

You can leave a comment at a specific point in the transcript, tag a colleague, and share that moment with them. You can also copy the whole transcript to use with an external AI tool or with Breeze, then create your own notes and follow-ups from it.

The stats, and what they tell you

These are coaching-focused. They show whether a rep did all the talking or left room for the other person.

Swipe sideways to see the full table.

Stat What it shows In my example
Talk time How the conversation was shared between speakers 52 and 48 percent
Longest monologue The longest stretch one person spoke without a break Almost two minutes
Longest customer story The longest stretch the other person spoke 52 seconds
Interactivity How often the conversation switched between speakers See the video
Patience The average gap between one person finishing and the next responding. A negative figure suggests answering too quickly or overlapping. Minus 15 seconds
Questions How many questions were asked, and by whom See the video

Summary templates

At the top of Summary and notes you can choose how the summary is written. Auto lets Breeze decide. You can switch it to a support or a sales rep view, and the summary is rewritten for that purpose, for example with key discussion points, challenges and coaching advice for sales.

You can also create your own template with your own name and summary prompt. That prompt can come from a file you built in Claude, ChatGPT or Breeze, so the summary follows your own sales or service method.

Step 4: Use HubSpot inside Google Meet

You can also bring HubSpot into the call itself. In Google Meet, open Meeting tools and look under add-ons for HubSpot. If it is not there, browse the Marketplace, find HubSpot and install it.

Connecting asks which HubSpot account to use, and then shows the permissions it needs. Read them, accept, and connect the app. After that, the panel gives you:

  • Participants. People appear by email as they join. If someone joins who was not planned, you can create them as a contact from inside the meeting.
  • Associations. Add a new or existing contact, company, deal or ticket, as well as past or existing meeting notes.
  • Notes. Write notes during the call. If you use Gemini, you can ask it to catch you up, copy that into the notes and save, and it is attached to the meeting and its records.
  • Playbooks. If you have a sales or service playbook, keep it open beside the call, whether that is a deal-stage guide or an onboarding checklist.

Step 5: After the call

When the call ends, you get a notification that the meeting is complete and the transcript is ready. You can then review everything inside HubSpot and pick up your next steps from the same place.

  • Follow-up email. Ask Breeze to generate a follow-up email. Review it, change what you need, send it, and associate it with any further records.
  • Playlists. For a particularly good support or sales call, you can add it to a playlist so others can learn from it, whether for training or to coach someone on areas to improve.
  • One limitation. Associating the meeting to a project is a manual step, not an automatic one. Some of these associations did not connect the way I would have liked, which is worth keeping in mind if you rely on custom objects.

Key takeaways

  • Connecting Google Meet to HubSpot puts the recording, transcript, summary and suggested tasks on the record without manual updates.
  • Meetings associate automatically to contacts, companies, deals and tickets, but not to other custom objects.
  • The stats make the recording useful for coaching, not just for reference.
  • The add-on inside Meet puts participants, notes and playbooks beside the call as it happens.
  • It is worth using the tools you already pay for before adding another one.

Frequently asked questions

How do I connect Google Meet to HubSpot?

Install the Google Meet app from the HubSpot Marketplace, open it under Connected Apps, and choose your settings, including meeting sync and auto-recording. Each user connects their own account.

Does HubSpot record Google Meet calls automatically?

It can, if you enable auto-recording in the app settings. HubSpot's documentation lists a Google Meet Business or Enterprise account as a requirement for syncing recordings.

Which records can a Google Meet meeting be associated to?

Contacts, companies, deals and tickets. Other custom objects, such as projects, need to be associated manually.

Can I do the same with Zoom or Microsoft Teams?

Yes, the same approach can be applied to Zoom and Microsoft Teams. This walkthrough uses Google Meet.

Want help setting this up?

If you would like this connected and working properly in your own portal, with meeting types, associations and summary templates that fit how your team sells, Engagent can help. Get in touch through engagent.io, and subscribe on YouTube for more practical HubSpot walkthroughs.