Automatically log calls, transcript and notes into Salesforce under the appropriate contacts
About Salesforce
Sync meetings, notes, transcript to Salesforce
Setting up your Salesforce is easy
How to integrate
How to integrate Salesforce with Fireflies
Fireflies will log calls, notes, transcripts under the appropriate contact in Salesforce 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
1.
Turn on your CRM integration
2.
Select what data you want logged
2.
Select what data you want logged
3.
Pick if you want to log for all contacts or existing CRM contacts
3.
Pick if you want to log for all contacts or existing CRM contacts