Revvi links Zoom and HubSpot to automatically extract key sales data from call transcripts and update CRM records with a single‑click email approval. This removes manual entry, keeps pipeline data current, and improves forecast accuracy for B2B sales teams.
Funding
Funding not disclosed
Founders
Product
Problem
Sales teams spend significant time manually entering call details into HubSpot after each Zoom meeting, leading to incomplete records, delayed workflow triggers, and reduced forecast accuracy.
Solution
Revvi connects Zoom and HubSpot to automatically generate structured CRM fields from call transcripts. After a call ends, the AI drafts the relevant data and sends a concise approval email to the salesperson. The rep reviews and approves the changes with a single click, after which HubSpot is instantly updated with decision‑grade information across key objects such as deal stage, amount, close date, job title, and lifecycle stage. This workflow eliminates manual data entry, ensures up‑to‑date pipeline visibility, and allows reps to focus on selling while maintaining compliance and data security.
Target Audience
Primary customers are B2B sales organizations that use Zoom for calls and HubSpot as their CRM, particularly sales managers and operations teams seeking to improve pipeline hygiene and forecast reliability.
Features
- AI‑driven extraction of deal stage, amount, close date, priority, job title, phone number, and lifecycle stage from Zoom call transcripts
- One‑click email approval workflow that requires no additional dashboard or UI for reps
- Instant synchronization of up to five core HubSpot objects within seconds of approval
- Custom field mapping and advanced workflow automation available in higher‑tier plans
- SOC 2 Type II and GDPR‑compliant security with end‑to‑end encryption and audit logs
- Pay‑only‑for‑active sales reps; managers and ops access data at no cost