Close Integration With Fireflies
Automatically send transcript data to Close after a meeting
About Close
A call will automatically be logged in Close under the appropriate contact. A link to your transcript, audio recording and brief notes will be included
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Setting up your Close is easy
- How to integrate
How to integrate Close with Fireflies
Fireflies will log calls, notes, transcripts under the appropriate contact in Close CRM. It’ll use the email of the participant on the cal invite to identify where to log the data.
1.
Turn on your CRM integrationᨆ1.
Turn on your CRM integration
2.
Select what data you want loggedᨆ2.
Select what data you want logged
3.
Pick if you want to log for all contacts or existing CRM contactsᨆ3.
Pick if you want to log for all contacts or existing CRM contacts
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