Meetings happened, but the notes rarely made it into the CRM. Boxplot built a Zapier automation that logs every call automatically: when Meetgeek.ai finishes processing a meeting, the workflow parses the AI-generated summary — including a custom Python step to restructure the transcript data where no-code formatters fall short — then routes by meeting type and creates the engagement on the right record in HubSpot. Every meeting now lands in the CRM minutes after it ends, with full AI notes attached and no one typing a thing.
