All prompts
Smart properties
Call objection summary
Pull the objections raised in recent sales calls into a field managers can read across the whole pipeline.
Works withHubSpot Breeze
When to use it
Deal reviews rely on reps remembering objections. With transcripts as the data source, objections become a field you can scan across every open deal and spot patterns by segment.
The prompt
Read the recent call and meeting transcripts on this record. List the objections the prospect raised, as short bullet points in their own words where possible. Group repeated objections into one bullet. Only include objections the prospect actually voiced — do not infer concerns they did not state. If no objections were raised, answer exactly: None raised.
How to use it
- 1Turn on call recording and transcription, and enable the customer conversation data AI setting.
- 2Create a multi-line text property on deals with this prompt.
- 3Choose Activities and transcripts as the source and select calls and meetings.
- 4Fill on a schedule for open deals in active pipeline stages.
Tips
- Scope the scheduled fill to a segment of open deals — transcripts on closed deals rarely earn their credits.
- The do-not-infer instruction keeps the field factual enough for deal reviews.
- Read a few source transcripts the first week to spot-check accuracy.
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