Mavio integrates with Salesforce and HubSpot to automatically log meeting summaries, action items, and conversation insights to the relevant contacts, deals, and accounts in your CRM. Sales teams save hours of manual CRM data entry after every call.

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Supported CRMs

Salesforce

Log meeting notes to contacts, accounts, opportunities, and custom objects.

HubSpot

Log meeting notes to contacts, companies, and deals with engagement tracking.

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Setting up Salesforce

1

Connect Salesforce

Go to Settings > Integrations > Salesforce and click Connect. Sign in to your Salesforce org and authorize Mavio.
2

Configure logging rules

Choose what Mavio logs and where:
  • Log to contact — match meeting attendees to Salesforce contacts by email
  • Log to account — associate notes with the related account
  • Log to opportunity — link to an open opportunity when detected
  • Activity type — log as a Task, Event, or custom activity
3

Select content to log

Choose which content is pushed to Salesforce:
  • Meeting summary
  • Action items
  • Key decisions
  • Sentiment analysis
  • Recording link

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Salesforce features

FeatureDescription
Auto-contact matchingMavio matches meeting attendees to Salesforce contacts by email address
Opportunity associationWhen a contact is linked to an open opportunity, the meeting note is logged there too
Custom fieldsMap Mavio data to custom Salesforce fields on contacts, accounts, or opportunities
Activity loggingCreates Salesforce activities (Tasks or Events) with the full meeting summary
Sentiment trackingLogs customer sentiment (positive, neutral, negative) detected from the conversation
For sales teams, enable Opportunity association so every client call is automatically linked to the relevant deal. Your pipeline reports will reflect actual conversation activity.

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Setting up HubSpot

1

Connect HubSpot

Go to Settings > Integrations > HubSpot and click Connect. Sign in to your HubSpot account and authorize Mavio.
2

Configure logging rules

Choose your logging preferences:
  • Log to contact — match attendees to HubSpot contacts
  • Log to company — associate with the related company
  • Log to deal — link to associated deals
  • Engagement type — log as a Meeting, Call, or Note
3

Select content to log

Choose the content to push:
  • Meeting summary
  • Action items
  • Key decisions
  • Next steps
  • Recording link

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HubSpot features

FeatureDescription
Auto-contact matchingMatch attendees to HubSpot contacts by email
Deal associationLink meeting notes to active deals
Timeline entriesMeeting notes appear on the contact and deal timeline
Property updatesOptionally update contact properties (last meeting date, meeting count)
Engagement trackingHubSpot tracks the meeting as an engagement activity

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Automatic vs. manual logging

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Automatic logging

Enable auto-logging in Settings > Integrations > [CRM] > Auto-log to push notes for every meeting that matches your rules. Filter by:
  • Meeting type (external only, client calls, etc.)
  • Attendee domain (only log when attendees from specific domains are present)
  • Calendar keywords (meetings titled “sales call”, “demo”, etc.)

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Manual logging

Push any meeting to your CRM on demand:
  1. Open the meeting in Mavio.
  2. Click Share > Log to CRM.
  3. Mavio shows matched contacts and records. Confirm or adjust the mapping.
  4. Click Log to push the data.

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What appears in your CRM

When Mavio logs a meeting, your CRM receives a structured entry: 
Meeting: Weekly Sync with Acme Corp
Date: April 12, 2026 | Duration: 45 min
Attendees: Jane Smith (Acme), Bob Lee (Acme), You

Summary:
Discussed Q3 renewal timeline. Acme wants to expand from 50 to 120 seats.
Jane raised concerns about SSO integration timeline. Agreed to provide
SSO roadmap by April 19.

Action Items:
- [You] Send SSO roadmap document by April 19
- [Jane] Share internal approval timeline by April 15

Sentiment: Positive
Next Steps: Follow-up meeting scheduled for April 19

[View full transcript in Mavio →]

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Cross-meeting insights

Mavio can surface CRM-relevant insights across multiple meetings with the same contact or account:
  • Relationship timeline — see every meeting with a contact over time
  • Topic trends — track what topics come up repeatedly with an account
  • Sentiment history — monitor whether sentiment is trending positive or negative
  • Commitment tracking — view all action items across meetings for a deal
Access these insights from the Mavio dashboard under Contacts or by asking Mavio AI: “What have we discussed with Acme Corp over the last month?”

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Troubleshooting

Check that auto-logging is enabled and the meeting matches your filter rules. Verify the CRM connection is active in Settings > Integrations.
Mavio matches by email address. If a meeting participant’s email does not exist as a contact in your CRM, the note will not be associated. Create the contact in your CRM or use manual logging to map it.
Mavio selects the most recently active opportunity associated with the matched contact. You can override this during manual logging or adjust the association rule in integration settings.