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Salesforce Integration With Fireflies

Automatically log calls, transcript and notes into Salesforce under the appropriate contacts

About Salesforce

Sync meetings, notes, transcript to Salesforce

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    Setting up your Salesforce is easy

    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
    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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    Unlock the knowledge buried

    inside your team's meetings