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Salesforce Integration With Fireflies
Automatically log calls, transcripts, and notes into Salesforce under the appropriate contacts and companies
About Salesforce
Sync meetings, notes, transcript to Salesforce
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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 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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