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
Setting up your Customer Success Box is easy
- How to integrate
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 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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