The AI notetaker built for LeadConnector
Greg joins your Zoom, Google Meet and Microsoft Teams calls, transcribes them with speaker labels, and writes the summary and action items straight into your LeadConnector contacts and opportunities. It installs from the LeadConnector Marketplace — no Zapier, no Make, no copy-paste.
Greg is an AI meeting assistant first. This page is only the optional LeadConnector integration — see also the AI notetaker page and the comparison hub (Fireflies, Fathom, Otter, Granola, Read AI).
LeadConnector transcribes phone calls. It doesn't sit in your video meetings.
If your team runs discovery and onboarding calls over Zoom, Google Meet or Teams, those conversations never reach the CRM. The usual fix is to bolt a general-purpose notetaker onto LeadConnector through Zapier or Make — which means another subscription, another set of steps to maintain, and a sync that silently breaks.
Greg removes that middle layer. It's installed from theLeadConnector Marketplace and writes to the LeadConnector API directly, so the meeting note appears on the contact the same way a manual note would.
What it does inside LeadConnector
Native, not a Zapier bridge
Greg talks to the LeadConnector API directly as an installed Marketplace app. There's no automation platform in the middle to pay for, debug, or watch break.
Writes contact notes
The meeting summary and action items are written onto the LeadConnector contact record, where your team already looks.
Updates opportunities
Greg can find the contact's opportunity and update it after the call, so pipeline stages reflect what was actually said.
Built for agency sub-accounts
Agency installs enumerate their locations and mint per-location tokens, so one install can serve many client sub-accounts.
Works across meeting platforms
Google Meet, Zoom and Microsoft Teams — LeadConnector's own transcription covers phone calls, so this fills the video-meeting gap.
Action items become real tasks
Beyond the CRM note, action items land on a Greg project board with owners and status, so follow-ups don't only live in a transcript.
How the LeadConnector notetaker works
- 1
Install from the LeadConnector Marketplace
Connect Greg to your location or agency account with OAuth. Agencies can install once and pick which sub-accounts it applies to.
- 2
Connect your calendar
Link Google Calendar and Greg sees your upcoming Zoom, Google Meet and Microsoft Teams calls. Or paste a meeting link any time.
- 3
The notetaker joins and records
A bot joins the call, records it, and transcribes it with speaker labels — so you get who said what, not an undifferentiated wall of text.
- 4
Notes land in LeadConnector
Greg matches the meeting to the right LeadConnector contact and writes the summary as a contact note. It can update the linked opportunity too, so the pipeline reflects the conversation.
LeadConnector notetaker FAQ
- Does LeadConnector have a built-in AI notetaker?
- LeadConnector can transcribe and summarise phone calls made through its own phone system. It does not send a notetaker into your Zoom, Google Meet or Microsoft Teams video meetings. Greg covers that gap and writes the results back into LeadConnector.
- Do I need Zapier or Make to connect a notetaker to LeadConnector?
- Not with Greg. Most AI notetakers reach LeadConnector through an automation platform like Zapier or Make. Greg installs from the LeadConnector Marketplace and calls the API directly, so there's no middle layer to pay for or maintain.
- What exactly does Greg write into LeadConnector?
- The meeting summary and action items are written as a note on the matching LeadConnector contact. Greg can also look up and update the contact's opportunity so the pipeline reflects the conversation.
- Does it work across agency sub-accounts?
- Yes. An agency install enumerates the locations it has access to and obtains a token per location, so a single install can serve multiple client sub-accounts.
- Which meeting platforms are supported?
- Google Meet, Zoom and Microsoft Teams. Greg can auto-join from your connected Google Calendar, or you can paste a meeting link directly.
- How much does it cost?
- Every workspace starts free with 20 credits a month and no credit card. Paid plans are Solo at $97/mo, Team at $297/mo, and custom Scale. One credit covers 10 minutes of meeting time.
Put Greg to work
today.
He joins every call, remembers everything, and handles the follow-through — reachable by phone, text, Slack, or voice note. Your first AI employee, free to start.
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