If your call recorder saves call summaries to Salesforce or HubSpot, Aligned already uses them. You do not need a separate connection or setup for your call recorder in Aligned. Aligned reads the call summaries, notes, emails, and meetings saved on the CRM record a Room is linked to, and uses them in AI Insights & Actions and AI Deal Highlights. This applies to call recorders such as Gong, Fathom, Sybill, and Fireflies.
Prerequisites & Requirements
Plan: Availability depends on your plan. See the Aligned pricing page.
CRM: Salesforce or HubSpot, connected to Aligned. Microsoft Dynamics accounts are not supported.
Room: The Room is linked to a CRM record. Only the Room owner or an Aligned Admin can link a Room to a CRM record.
Call recorder: The call recorder saves call summaries to the same CRM record the Room is linked to.
How it works
Your call recorder and Aligned both connect to your CRM, so call summaries reach Aligned without a direct connection between them:
After a call, your call recorder saves a call summary to a record in Salesforce or HubSpot, as a note, meeting, event, or task.
Aligned reads the call summaries, notes, emails, and meetings on the CRM record the Room is linked to.
AI Insights & Actions and AI Deal Highlights use this data, together with Room activity, to describe the deal.
Aligned reads only the CRM record the Room is linked to, not other records in your CRM. For example, if the Room is linked to a Deal and your call recorder saves the summary to the Company, Aligned does not read it.
Where you see your calls in Aligned
Call summaries from your CRM appear in two places in Aligned:
AI Insights & Actions: opportunities, flags, and risks for the deal, each with a recommended next step.
AI Deal Highlights: a short deal summary in Analytics → Overview. Fields such as Competitors, Key request, and Next call date can come from your call summaries.
Guides by call recorder
Each call recorder has its own article:
Limitations
The call recording is not added to the Room. Aligned uses the call summary only. You cannot play the call in Aligned.
Call summaries from your CRM are not a source for AI sections. See AI-Generated Content.
Troubleshooting & FAQ
Do I need to connect my call recorder to Aligned?
No, you do not need a separate connection between your call recorder and Aligned. If the call recorder saves call summaries to Salesforce or HubSpot, and the Room is linked to that CRM record, Aligned already reads them.
I don't see anything from my calls in Aligned.
If nothing from your calls appears, check that your CRM is connected, that the Room is linked to a CRM record, and that your call recorder saved the call to that same record. If insights appear blurred, see AI Insights & Actions.
Can clients see my call summaries?
No, clients cannot see your call summaries. AI Insights & Actions and AI Deal Highlights are visible only to your team, not to clients in the Room.