Does Ricavi record calls made from HubSpot’s calling tool?

No. Ricavi records video calls on Google Meet, Microsoft Teams, and Zoom, through its Chrome extension. Phone and dialler calls aren’t recorded. Keep HubSpot’s calling tool for phone calls. Ricavi covers your video sales calls.

Does Ricavi update HubSpot by itself?

No. Ricavi drafts the updates, and the rep approves each one. It suggests stage changes, next steps, call logs, and contact updates. The rep can edit any of them first. Nothing is written to HubSpot until the rep approves it. Your admin can also limit which fields Ricavi can change.

What syncs between HubSpot and Ricavi?

Your admin chooses what syncs: contacts, deals, and activities. They map the deal fields Ricavi sends to HubSpot. They also link each HubSpot user to their Ricavi user. So each rep sees the same deals in Ricavi that they can open in HubSpot.

How is Ricavi different from HubSpot conversation intelligence?

HubSpot’s conversation intelligence transcribes recorded calls, depending on your HubSpot plan. Managers then review the calls and coach afterwards. Ricavi coaches the rep during the call, in a sidebar only they see. Then it scores the call against your sales method and drafts the HubSpot updates for the rep to approve.

Can Ricavi coach reps who sell in HubSpot?

Yes. Before each call, the rep gets a brief with the account, attendees, and past notes from the CRM. During the call, a sidebar tracks your sales method and prompts the step the rep missed. After it, a scorecard shows the moments to work on, each with a timestamp.

Who connects HubSpot to Ricavi?

A Company Admin connects HubSpot, with access to the HubSpot account you want to connect. Only a Company Admin can disconnect it. Your reps install the Chrome extension and connect their calendar, Google Calendar or Outlook.

Is HubSpot call recording free?

HubSpot says reviewing call recordings is available on all its plans. Transcripts and call analysis need a Sales Hub or Service Hub Professional or Enterprise seat. Ricavi is priced on its own. The Ricavi AI Agent plan starts from $350 a month. Onboarding starts from $2,500, and you pay it once.

HubSpot integration

HubSpot call recording with live sales coaching.

Ricavi records your sales calls on Google Meet, Microsoft Teams, and Zoom. It coaches each rep while the buyer talks. Then it drafts the HubSpot updates for the rep to approve.

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SOC 2 Type I and II
ISO 27001
GDPR
No external training on your data

SOC 2 Type I and II
ISO 27001
GDPR
No external training on your data

A drafted update in Ricavi: Move Brightwell to Discovery in the pipeline, with an Update CRM button for the rep.

The short answer

What is HubSpot call recording with Ricavi?

83%
Less admin
Ricavi writes the call notes, drafts the follow-ups, and updates the CRM once reps approve.

HubSpot call recording with Ricavi records your sales calls on Google Meet, Microsoft Teams, and Zoom, and coaches the rep live. After the call, Ricavi scores it and drafts the HubSpot updates: the call log, next steps, the stage change, and contact details. The rep edits and approves each one before it syncs.

Records

Google Meet, Microsoft Teams, and Zoom calls, through the Chrome extension.

Coaches

During the call, in a sidebar only the rep sees.

Drafts

The call log, next steps, stage change, and contact updates.

Syncs

Contacts, deals, and activities, once your admin connects HubSpot.

Approves

Nothing is written to HubSpot until the rep approves it.

Last reviewed 30 Oct 2026

Source: Ricavi help docs, Connect HubSpot CRM

One call into HubSpot

One call, from the recording to HubSpot.

Here’s one call, step by step. Nothing reaches HubSpot until the rep says yes.

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The call is recorded and scored.

Ricavi records the call on Google Meet, Microsoft Teams, or Zoom. When the rep hangs up, the notes and a scorecard are ready.

The HubSpot updates are drafted.

Ricavi drafts the follow-up, the stage change, and the call log. Here, it drafts a move back to Discovery. The buyer hasn’t agreed the problem yet.

The rep checks it and says yes.

The rep can edit, approve, or dismiss each draft. One press on Update CRM sends the stage change to HubSpot.

HubSpot is up to date.

The Brightwell deal shows its new stage in HubSpot. The next brief and the deal’s health score start from the same record.

✓

Synced to HubSpot

Deal

Brightwell - PRO rollout

Change

Stage moved to Discovery

Approved by

Ethan Cole

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What Ricavi adds

HubSpot conversation intelligence, and what Ricavi adds.

Keep HubSpot for your phone calls and your records. Ricavi coaches your video calls and drafts the updates.

HubSpot on its own

With Ricavi added

Phone calls from HubSpot’s calling tool

HubSpot on its own

✓ Recorded, on the record’s timeline

With Ricavi added

✕ Not recorded. Keep HubSpot for these.

Transcript and call summary

HubSpot on its own

✓ With a Professional or Enterprise seat

With Ricavi added

✓ On each recorded video call, with key moments

When coaching happens

HubSpot on its own

After the call: review, comments, and playlists

With Ricavi added

✓ During the call, in a sidebar only the rep sees

How the call is scored

HubSpot on its own

Call stats, such as talk time and talk speed

With Ricavi added

✓ A scorecard on five skills and your sales method

Updates to the HubSpot record

HubSpot on its own

An AI summary on the call

With Ricavi added

✓ A drafted call log, next steps, stage change, and contact updates, each approved by the rep

Peach tick: yes. Grey X: no.

HubSpot column: HubSpot Knowledge Base, “Review call recordings and transcripts” (updated 9 Oct 2026, read 30 Oct 2026). What you get depends on your HubSpot plan.

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“

“The summary, follow-up email, and CRM notes are basically ready by the time I hang up, so it’s more of a quick review than half an hour of admin.”

Joey P.

Review on G2, 19 Oct 2026

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Setup

How to connect HubSpot to Ricavi.

The HubSpot integration is set up once, by your admin. Onboarding sets up your methodology, playbooks, CRM, and recording rules with you.

Connect HubSpot.

A Company Admin opens CRM Config in Ricavi, picks HubSpot, and grants access in HubSpot.

Pick what syncs.

Choose the records Ricavi syncs: contacts, deals, and activities.

Map the deal fields.

Choose the deal fields Ricavi sends to HubSpot.

Match your people.

Link each HubSpot user to their Ricavi user. Each rep then sees the deals they can open in HubSpot.

You’ll need to be a Company Admin in Ricavi, with access to the HubSpot account you want to connect.

Read the HubSpot setup guide

Control

You decide what Ricavi may change in HubSpot.

Your admin sets the rules once. Nothing is written to HubSpot until someone approves it.

Your admin sets

✓

Which drafts Ricavi may make: emails, tasks, stage changes, and CRM updates.

✓

Which HubSpot fields Ricavi may change.

✓

Which deals each person sees, matched to their HubSpot access.

✓

Which calls are recorded: all, external only, or internal only.

Your rep decides

✓

Edits any draft first.

✓

Approves each update, one by one.

✓

Or dismisses it.

✓

Sends follow-ups from their own email account.

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Under the bonnet

Built on how sales is taught, not bolted on.

Behind Ricavi are 20 years of the founders’ sales coaching and 5,000+ built-in skills.

The people behind it

Built by builders.

Dave builds companies. Regan builds sales teams. Luigi builds performance.

Regan Barker

Co-founder and Chief Revenue Officer

Luigi Prestinenzi

Co-founder and Chief Customer Officer

pipeline generated

David Fastuca

Co-founder and Chief Executive Officer

Works with your methodology

MEDDIC, MEDDPICC, SPICED, Challenger, and six more

Built on

of sales coaching IP

Regan Barker

Co-founder and Chief Revenue Officer

Luigi Prestinenzi

Co-founder and Chief Customer Officer

pipeline generated

David Fastuca

Co-founder and Chief Executive Officer

Works with your methodology

MEDDIC, MEDDPICC, SPICED, Challenger, and six more

Built on

of sales coaching IP

Built-in skills

5,000+

Each one is a play for one moment in a deal, like handling a price objection or mapping the buying committee.

Ask Ricavi

1 of 5,000+

Book a demo

“I have been working with the team at Ricavi for the last two months and already achieved higher conversion rates and a faster sales cycle.”

Stuart Cook

MD, TWIYO

FAQ

Questions HubSpot teams ask first.

HubSpot call recording keeps a recording of a sales call on the HubSpot record. HubSpot records the calls your reps place from its own calling tool. Ricavi records your video sales calls on Google Meet, Microsoft Teams, and Zoom. It coaches the rep live, then drafts the HubSpot updates for the rep to approve.