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Sync meetings, notes, transcript to Salesforce

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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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