Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Garba when sales reps who want call notes and action items logged automatically into pipedrive or hubspot matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Garba is an AI-powered sales meeting assistant built around CRM-native workflows. It automatically records, transcribes, and summarizes meetings, then pushes the resulting notes, summaries, and key insights directly into the user's CRM. Garba is described as a Pipedrive-native intelligence tool that maps meeting outputs to Pipedrive records and fields rather than acting as a generic connector, and it also offers a HubSpot integration that lets users view meeting notes inside HubSpot Contact, Deal, and Company records. Beyond capturing notes, Garba focuses on post-meeting workflows for sales teams: it can draft follow-up emails, enrich CRM data, and surface conversation-intelligence insights intended to help sales leaders understand why deals are won or lost. The product includes AI-generated summaries with customizable templates and a transcript search feature for reviewing past conversations, and references a coaching/insights layer (AskGarba) for analyzing call transcripts to surface next steps, objections, and deal blockers. Garba is listed in the HubSpot App Marketplace and is distributed for Pipedrive through partners. The company, Garba AB, is based in Malmo, Sweden and was founded in 2025. It is positioned for sales reps and revenue teams that want meeting notes and intelligence to flow automatically into their existing CRM rather than living in a separate notetaking app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Garba is a free tier with paid upgrades (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Garba | Zeplyn |
|---|---|---|
| Core capability | Automatic meeting recording, transcription, and AI-generated summaries | Recording-free structured note capture from client meetings |
| Standout feature | Pipedrive-native sync that maps meeting insights directly into CRM records and fields | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | HubSpot integration to view meeting notes inside Contact, Deal, and Company records | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Customizable summary templates for different meeting types | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | AI-assisted follow-up email drafting and CRM data enrichment | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Conversation-intelligence insights for understanding why deals are won or lost | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Garba
Choose Garba if you need sales reps who want call notes and action items logged automatically into pipedrive or hubspot — strengths include deep, crm-native integration with pipedrive and hubspot rather than a generic export.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Garba
Zeplyn
It depends on your workflow. Garba is strong for sales reps who want call notes and action items logged automatically into pipedrive or hubspot, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Garba is a free tier with paid upgrades and Zeplyn is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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