Pipedrive Integration With Fireflies
Automatically send notes to Pipedrive after a meeting
About Pipedrive
Notes will be automatically routed to the appropriate contact based on their email or company name from the calendar invite
Setting up your Pipedrive is easy
- How to integrate
How to integrate Pipedrive with Fireflies
Fireflies will log calls, notes, transcripts under the appropriate contact in Pipedrive 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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