What’s changed?
Added details on the transition timeline, introduced new Meeting properties (transcript, transcript ID, duration), and provided guidance on auditing and updating workflows, reports, and habits to support the shift from Call to Meeting records for recorded meetings.
Starting July 31st 2026, HubSpot is simplifying how meetings recorded via Notetaker, Zoom, Google Meet, and Microsoft Teams are logged.
What’s changing:
Today, meetings recorded with Notetaker or video conferencing integrations (Zoom, Microsoft Teams, Google Meet) create both a Call record and a Meeting record. To simplify reporting and processes, after this change, they will only create a Meeting record.
Call objects will still exist for actual calling activity (phone calls). This change only affects recorded meetings.
What this means for you:
You will need to update your setup if you currently:
- - Workflows: You use workflows triggered by Call creation intended for meetings.
- - Properties: You rely on Call-based properties (like has transcript, transcript ID, or duration) for meetings.
- - Reporting: You filter dashboards or activity reports by Call or Engagement objects to track meetings. (Note: Because duplicate records are being eliminated, your activity reports will show a drop in "Call" volume after July 31. This is expected and reflects better data accuracy.)
- - Navigation: You look for meeting recordings or transcripts directly on the Call index page.
To ensure a seamless transition, HubSpot is already adding key properties (has transcript, transcript ID, and duration) directly to the Meeting record. This allows you to recreate your workflows and reports ahead of the July 31 deadline.
What you can do now before July 31st:
- - Audit your current setup: Identify workflows, reports, and integrations that currently rely on Call objects for recorded meetings.
- - Opt-in to the Beta: Join the Meeting Workflows Beta to start building Meeting-based workflows. Note: Properties won’t begin to fill until July 1st but you can set up your workflows with the new properties now.
- - Explore the new layout: Familiarize yourself with the Meeting index page, where all future transcripts and recordings will live.
- - Data Rollout Timeline: You may see these new Meeting properties in your portal now. New data will begin populating on July 1, and historical meeting data will be fully backfilled by July 31.
What you should do after July 31st:
Once the change goes live, recorded meetings will no longer create Call records. Finalize your transition by completing the following:
- - Switch your workflows: Recreate or turn on your updated workflows using Meeting-based triggers.
- - Update your reports: Flip your activity reporting to pull from Meeting data instead of Call data so your metrics stay accurate.
- - Update habits: Access all future meeting transcripts and recordings directly from the Meeting index page or individual Meeting records.
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