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Why you need it
Most objections happen live on calls and never make it back into the CRM. That means Sales, Success, and Product miss real signals about pricing pushback, missing features, timelines, and competitors. This agent fixes that. You give it a call transcript and the customer’s email address, it finds the right HubSpot contact, extracts the key objections, and logs them in a dedicated objections field. If that field does not exist, the agent creates it first. You end up with a searchable history of what customers are worried about instead of scattered notes in someone’s notebook or call recording tool.
What you need in Vellum
- A HubSpot integration with permission to read and update contacts
- Access to a text input for the call transcript
- Access to a text input for the customer email address
- Logic or prompting to extract clear objection statements from the transcript
- A step that looks up the HubSpot contact by email
- A step that checks if an objections field exists on the contact and creates it if not
- A step that writes or appends the extracted objections into that field
- A trigger to run the agent after calls, such as a manual run, webhook, or scheduled job tied to new recordings
Related Templates
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