Add Gong call recaps to HubSpot with a follow-up task

After each Gong call with a customer, AI writes a recap onto their HubSpot contact and gives the rep a follow-up task.

EZEric Zeng · 1 workflow · Updated Nov 13, 2026

UsesClaudeGongHubSpot

Add Gong call recaps to HubSpot with a follow-up task

GongWhen a new call is ready. Save it as call.When a new call is ready. Save it as call.

Get the call's transcriptGet call transcript. Save it as transcript.Gong

Summarize the call and pull out next stepsRun an AI agent: Summarize this sales call and pull out the next steps. Call: call.title Hosted by: call… and save it as call_recap.

Add the call recap as a note on the contactAdd a note: 'Gong call: call.title call.url Summary (written by AI) call_recap.output.summary Next steps call_recap.output.next_steps'. Save it as note.HubSpot

Create a follow-up task for the rep, due in 2 daysCreate the task 'Follow up on call: call.title'. Save it as follow_up_task.HubSpot