HubSpot added full screen call review and the ability to trigger workflows based on tracked terms during calls. The updates improve how sales teams review conversations and automate actions based on what's said.
Hey friends, couple super cool updates to call transcription recording, conversation intelligence stuff. So here's the first one. Here I am on the calls page, which is just if you go contacts calls or you can get here through the object selector thing. And historically, whether you've been watching a call here in the sidebar or going into the full screen experience, this was pretty much as big as the video got. And if you're trying to watch any sort of screen share or anything like that, it's really tiny. Well, we now have this full screen experience. So now you can see your salespeople up close and personal. Awesome. So whether you're using the professional version or enterprise version of this, you now have full screen call review. The other thing is I'm super excited about this for those of you on the enterprise version of Conversation Intelligence where you can set up track terms, those are now available inside Workflow. So if we set up triggers here and we go to activity properties, we'll just search for track terms and there it is under the calls. Right? And if you set up correct terms, they are here. So if this contact is a contact based workflow is associated with a call where any of these track terms came up on the call. Now you can trigger automation based on that. You can assign tasks to people to follow up. You can assign it to a like a manager to review. You can send automated emails to people. You can trigger things based on what was talked about in a call. Whoa, amazing. So these are now live super cool updates. Let me know what you think. Let me know if you have any questions.
