Fireflies x HubSpot Integration: Automatically Push Meeting Action Items as Tasks

The Fireflies-HubSpot integration just got a major upgrade!

Now, in addition to logging meeting notes under the relevant HubSpot Leads, Contacts, or Opportunities, Fireflies can automatically convert your meeting action items into HubSpot tasks.

This means that after each meeting, you will receive a comprehensive list of tasks organized within HubSpot, ensuring efficient follow-ups and seamless tracking of every meeting action item.

Exciting? Read on!

Fireflies-HubSpot integration: What’s new

HubSpot is the go-to platform for managing leads, nurturing customer relationships, and driving sales growth.  

Now, the Fireflies-HubSpot integration enhances your productivity with:

• Automated Meeting Notes Sync: Automatically sync detailed meeting notes with the right HubSpot Contacts, Leads, or Opportunities.
• Actionable HubSpot Tasks: Convert key action items from meetings into HubSpot Tasks for seamless follow-ups.

What this means for your team

For Sales teams:

Salespeople lose an average of 6 hours every week in manual CRM data entry. 

Instead of spending 15-20 minutes manually logging action items after each call, have Fireflies automatically create and sync HubSpot tasks so you can focus on the next prospect conversation, not data entry.

For CRM managers:

Coordinating with multiple team members to ensure proper task logging is not easy and is time-consuming. CRM managers can save up to 5 hours per week by having Fireflies automatically capture and create structured tasks in HubSpot from every recorded conversation.

For account executives:

Account executives typically manage 50-100 client conversations per month. With Fireflies’ automated task creation, they can save the 2-3 minutes otherwise spent manually logging the call details and creating follow-up tasks.

Key benefits of the Fireflies HubSpot integration

• Automated Meeting Notes Logging: Syncs detailed meeting notes with the correct HubSpot Contact, Lead, or Opportunity, saving time and reducing manual effort.
• Seamless task management: Every action item is converted into a HubSpot task, keeping your CRM up-to-date and your team focused on driving sales forward.
• Enhanced team alignment: Reduce miscommunication and ensure accountability with meeting notes and tasks synced in real-time to HubSpot.
• Improved Pipeline Management: Keeps leads and opportunities moving smoothly with clear action items and accurate updates.
• Increased productivity: Spend less time on administrative work and more time on closing deals and building relationships.

How to enable HubSpot task creation

If you have already integrated Fireflies with your HubSpot account, follow the below steps to activate the automatic task creation feature:

1. Log into Fireflies.ai and navigate to the Integrations tab.

2. Select HubSpot.

3. Navigate to Settings on the right side.

4. Scroll down and Toggle ON the option to Create tasks from meeting action items.

That’s it! Fireflies will handle the rest, ensuring your meeting action items automatically appear as tasks in HubSpot.

Power up your CRM workflow with smart integrations

The upgraded Fireflies-HubSpot integration ensures your sales process is faster, clearer, and free of administrative burdens. It’s about giving your team the tools to excel without friction.

And this new update is just the beginning of our Richer Integration with HubSpot initiative. We're dedicated to creating deeper, smarter connections between Fireflies and HubSpot to supercharge your workflows like never before.

So, stay tuned. There’s much more to come!