HubSpot Meeting Notetaker and Zeplyn are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. HubSpot Meeting Notetaker: HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist HubSpot Meeting Notetaker when automatically logging sales call recordings and summaries to hubspot deals matters most, and Zeplyn when capturing structured notes from client review and prospect meetings matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM.
Auto-joins meetings on Google Meet, Microsoft Teams, and ZoomAutomatic language detection for transcriptionCreates a call object logged to the relevant CRM contact, company, or deal
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Automatic generation of tasks, updates, and follow-up emailsIntegrations with Gmail, Outlook, Zoom, Teams, and Google CalendarOne-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
HubSpot Meeting Notetaker 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.
Auto-joins meetings on Google Meet, Microsoft Teams, and Zoom
Recording-free structured note capture from client meetings
Standout feature
Video recording, transcript, and AI summary of each call
Support for virtual meetings, in-person meetings, and dictations
Team usage
Automatic language detection for transcription
Automatic generation of tasks, updates, and follow-up emails
Integrations
Suggested next steps after the meeting
One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
Languages & capture
Creates a call object logged to the relevant CRM contact, company, or deal
Pre-meeting smart client summaries and discussion agendas
Best-fit workflow
Joins meetings booked through connected calendars and scheduling pages
Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar
Best for
HubSpot Meeting Notetaker
Choose HubSpot Meeting Notetaker if you need automatically logging sales call recordings and summaries to hubspot deals — strengths include logs recordings, transcripts, and summaries straight onto crm records.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Pros & cons
HubSpot Meeting Notetaker
+ Logs recordings, transcripts, and summaries straight onto CRM records
+ No separate tool needed for HubSpot customers
- Eligibility rules require meetings to be stored in HubSpot with an external contact
Zeplyn
+ Built specifically for wealth management workflows
+ Captures structured financial details and action items, not just raw transcript
- Specialized for financial advisors, limiting fit for other industries
FAQ
Is HubSpot Meeting Notetaker or Zeplyn better for AI meeting notes?
It depends on your workflow. HubSpot Meeting Notetaker is strong for automatically logging sales call recordings and summaries to hubspot deals, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
How do HubSpot Meeting Notetaker and Zeplyn compare on price?
HubSpot Meeting Notetaker 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.
Can I use both HubSpot Meeting Notetaker and Zeplyn?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.