Stop manually updating Salesforce after every call.
Records, transcribes, and auto-logs every call to the linked deal in HubSpot or Salesforce. Matched on the prospect's email — zero manual data entry. From $100/mo.
- Auto-link prospects to deals on first share
- Activity lands on the deal timeline
- Deal status syncs back to TrailerCast
No credit card required.
The CRM update happens by itself.
Bidirectional: TrailerCast pushes activity to your CRM, your CRM pushes status back. The data's actually current.
Prospects link to the right deal.
Email-based matching to HubSpot Deals or Salesforce Opportunities. Picks the most-recent open deal. Zero manual matching.
Activity lands on the deal.
Trailer sent, view, reply — each becomes a HubSpot Engagement or Salesforce Task on the linked deal, deep-linked back to the recording.
Deal status syncs back automatically.
Pending → won → lost. Pipeline moves in CRM, recording cards update within 30 minutes — no fresh share required.
Supported CRMs
Engagements (Notes) on the Deal · contact lookup via Search API · pipeline-stage normalization
Tasks on the Opportunity (Status = Completed) · OpportunityContactRole lookup · production + sandbox supported
Need a CRM we don't support yet? Tell us. We ship integrations against real customer demand.
Frequently asked questions
Which CRMs do you support?
HubSpot and Salesforce, both bidirectional (push activity to the deal timeline, pull deal status onto the recording card). Pipedrive and others can be added against the same architecture when there's customer demand.
Do I need to be a CRM admin to connect?
On the TrailerCast side, yes. HubSpot just needs a normal user with portal access. Salesforce sometimes locks down Connected Apps and requires a Salesforce admin to pre-approve TrailerCast in their org first.
What scopes do you ask for?
Minimal. Read scopes only on Deals, Contacts, Companies. Write scopes scoped to Engagements (HubSpot) and Tasks (Salesforce). We never write to your deal, contact, or company fields.
How fresh is the deal status?
Live on the next page-load after a fresh share. For deals without recent activity, status syncs every 30 minutes via a background worker. Tunable if needed.
Is the trial really free?
Yes. Sign up with just an email — no credit card needed. Full access to every paid feature including CRM integration from day one. When you're ready to keep going, add a card from Settings → Billing; otherwise the account simply pauses, no charges.
Turn your next demo into a conversation.
Record the call, ship a branded trailer, answer the questions, watch the signal. Free to start, every feature, every call.