HubSpot - How to Get Your Conversation Data

Create a new Zap. Choose HubSpot as the trigger app and select "New Engagement" as the event. Filter for engagement type = CALL. Connect your HubSpot account.

Add a "Webhooks by Zapier" Action (Custom Request) to fetch the recording. Set method to GET, URL to the recording URL from the trigger, and add auth if the provider requires it.

Add a second "Webhooks by Zapier" Action. Set method to POST, URL to https://api.semarize.com/v1/runs. Add your Semarize API key as a Bearer token. In the body, set kit_code to your Kit, mode to "sync", and map the transcript or recording into the input.

Add a Formatter step to extract individual brick values from the Semarize JSON response - overall_score, risk_flag, pain_point, etc.

Add a HubSpot Action to write the extracted scores and signals back to the Contact or Deal record.

Test each step end-to-end, then turn on the Zap.

Add a Cron node as the workflow trigger. Set the interval to your desired polling frequency (hourly works well for most teams).

Add a HubSpot node to search for new calls. Use the Search API with a hs_timestamp filter set to one interval ago. Configure auth with your Private App token.

Add a Split In Batches node to iterate over the returned call objects. Inside the loop, add an HTTP Request node to fetch each recording via the recording URL.

Add a Code node (JavaScript) to prepare the transcript. If using Conversation Intelligence, extract hs_call_body. Otherwise, process the audio recording.

Add another HTTP Request node to send the transcript to Semarize. Set method to POST, URL to https://api.semarize.com/v1/runs. Add your API key as a Bearer token. Set kit_code, mode to "sync", and map the transcript into input.transcript.

Add a Code node to extract the brick values from the Semarize response - overall_score, risk_flag, pain_point, evidence, confidence.

Add a Postgres (or MySQL / HTTP Request) node to write the structured output. Use call_id as the primary key for upserts.

Activate the workflow. Monitor the first few runs to verify Semarize responses are arriving and writing correctly.

Create a new Scenario. Add a Webhooks module as the trigger - this will receive the HubSpot workflow webhook payload on call completion.

In HubSpot, create a workflow triggered on "Call completed". Add a webhook action pointing to your Make webhook URL.

Add an HTTP module to fetch the recording. Set method to GET, URL to the recording URL from the webhook payload, and add auth headers if the provider requires it.

Add another HTTP module to send the recording/transcript to Semarize. Set URL to https://api.semarize.com/v1/runs, add your Bearer token, and set kit_code, mode to "sync", and input from the previous step. Parse the response as JSON.

Add a Router module. Define Branch 1 with a filter: bricks.risk_flag.value equals true. Leave Branch 2 as a fallthrough (no filter).

On Branch 1, add a Slack module to alert your team when risk is detected. Map the score, risk flag, and call ID into the message.

On Branch 2, add a HubSpot module to write all brick values (score, risk_flag, pain_point) to the Deal record.

Set the scenario schedule and activate. Monitor the first few runs in Make's execution log.