Category
Project Management
Guide
Category
Project Management
Guide
Flowlu
Send meeting notes and action items to Flowlu



Category
Project Management
Guide
Category
Project Management
Guide
Keep Flowlu CRM and Projects Updated with the Flowlu and Fireflies.ai Integration
The Flowlu Integration with Fireflies.ai sends meeting notes to Flowlu CRM, creates contacts from meeting participants and turns your action items into project tasks, so meeting notes and follow-up work stay organized in one place.
Key Benefits
- CRM Meeting Notes: Log meeting notes on existing Flowlu contacts, the organizations linked to them and existing opportunities.
- Automatic Contact Creation: Add new meeting participants as Flowlu contacts when they don't already exist in Flowlu CRM.
- Tasks from Action Items: Turn the action items assigned to you into tasks in the Flowlu project you choose.
- Meeting Rules: Use Integration Rules to choose which meetings are sent to Flowlu.
How to Integrate Flowlu with Fireflies.ai
You need an active Flowlu account, a Fireflies account, your Flowlu portal URL (such as yourcompany.flowlu.com) and a Flowlu API key.
How To Integrate Flowlu With Fireflies
Steps to connect Flowlu
In Flowlu, open Portal Settings, select For developers, open the API tab and click Add. Select System, Tasks, CRM and Projects, then save and copy the key.
Frequently Asked Questions
Still have more questions? Please write to support@fireflies.ai and we will respond as quickly as we can.