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Customer Success Box Integration With Fireflies

Automatically send transcript data to Customer Success Box after a meeting

About Customer Success Box

A call will automatically be logged in Customer Success Box under the appropriate contact. A link to your transcript, audio recording and brief notes will be included

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    Setting up your Customer Success Box is easy

    How to integrate Customer Success Box with Fireflies

    Fireflies will log calls, notes, transcripts under the appropriate contact in Customer Success Box 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 integration
    2.
    Select what data you want logged
    3.
    Pick if you want to log for all contacts or existing CRM contacts

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