Templates / Convert sales call recordings into HubSpot CRM notes with WayinVideo and GPT-4o-mini

Convert sales call recordings into HubSpot CRM notes with WayinVideo and GPT-4o-mini

Ready for 3.0

by Incrementors ✓ · 13 views · created 2026-05-01 · CRM, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 15 nodes and runs when someone submits an n8n form (“Sales Call to HubSpot CRM Note Logger”). Along the way it connects OpenAI Chat Model and Google Sheets. It also calls wayinvideo-api.wayin.ai and api.hubapi.com over HTTP.

How it runs

Trigger: When someone submits an n8n form (“Sales Call to HubSpot CRM Note Logger”).

  1. 2. WayinVideo — Submit Transcription (HTTP Request): calls wayinvideo-api.wayin.ai (POST)
  2. 3. Wait — 90 Seconds (Wait): waits 90 seconds
  3. 4. WayinVideo — Get Transcript Results (HTTP Request): calls an HTTP API
  4. 5. IF — Transcription Complete? (If): checks a condition and branches into true / false
  5. 7. Code — Format Transcript (Code): runs custom JavaScript code
  6. 6. Wait — 30 Seconds Retry (Wait): waits 30 seconds
  7. 8. AI Agent — Extract CRM Note (AI Agent): runs an AI agent, with model: 9. OpenAI — GPT-4o-mini Model
  8. 10. Code — Parse CRM Output (Code): runs custom JavaScript code
  9. 11. HTTP — Search HubSpot Contact (HTTP Request): calls api.hubapi.com (POST)
  10. 12. Code — Extract HubSpot Contact ID (Code): runs custom JavaScript code

…plus 3 more steps. See the full node list below.

Services it uses

OpenAI Chat ModelGoogle Sheets

HTTP calls to: wayinvideo-api.wayin.ai, api.hubapi.com

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (8)

From the author

Sales Call to HubSpot CRM Note Logger (WayinVideo + GPT-4o-mini + HubSpot) --- Short Description Paste any Zoom, Google Meet, or Teams recording URL into a simple form along with the contact email, company name, call purpose, and sales rep name and the…

Excerpt from Incrementors's description on n8n.io.

View the original on n8n.io → Check your own copy

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