Sales Call to CRM Autofill

Replaces a $65k SDR. Joins every Zoom/Meet/Teams demo, writes notes, fills CRM in 60s.

The Problem

An SMB owner spends $65k/yr on an SDR who joins every demo to take notes, capture next steps, and update HubSpot fields after the call. Reps hate doing it; calls don't get logged; deal data rots. The 8-12 minutes of post-call admin per demo is exactly what a meeting-bot agent handles deterministically — and feeds straight into pipeline reports.

The Outcome

Bot auto-joins every Zoom/Meet/Teams demo on the rep's calendar → captures real-time transcript + speaker diarization → after the call drafts a structured CRM update (BANT, next step, MEDDIC) → posts a 5-bullet rep summary to Slack and writes the fields back to HubSpot. Deal data stays current; reps get back 8-12 min/call.

Day in the Life

Tue 10:15am: bot joins rep's 10am Zoom demo → captures live transcript → at 10:42am posts call_summary.md + draft HubSpot update

Tue 10:45am: rep approves with one click → agent writes 9 fields into HubSpot deal record + queues next-step email draft

Fri 4pm: weekly digest — 17 demos transcribed, 14 deals advanced, 3 stuck (operator coaching opportunity)

Deploy Specs

Runtime

python

Pattern

api-shim

Tier

heavy

Setup Time

hours

Required Env Vars

ANTHROPIC_API_KEYVEXA_API_KEYHUBSPOT_API_KEYSLACK_BOT_TOKEN

Integrations

ZoomGoogle MeetMicrosoft TeamsHubSpotSlack

GitHub Source

Repository

Vexa-ai/vexa

Stars

1,918

License

Apache-2.0

Last Commit

2026-04-28

Replace

SDR

$65,000/yr

AgentDepot

$299/month

Save $61,412/yr · 18.1x cheaper

Deploy this skill →

14-day free trial · No credit card

Also Replaces

×Gong $1,200/seat/mo

×Chorus $1,200/seat/mo

×Fathom $19/mo

Not Technical?

Expert Setup — $499

Our team deploys this exact skill for you — integrations connected, tested, live in your AWS within 48 hours.

Book your setup →