How to log notes under Zendesk Sell leads
Last updated: May 24, 2025
This article covers steps to log meeting notes Zendesk Sell leads. Ensure you've completed the Fireflies-Zendesk Sell integration steps before proceeding further.
Related: How to set up Zendesk Sell Fireflies integration
By default, Fireflies logs notes under Zendesk Sell contacts. If a meeting participant is not in your contacts, Fireflies will create a new contact and log notes under that contact.
If you only want Fireflies to create meeting participant as a lead, Enable the Create meeting participant as a Lead toggle and click Save Settings.
Now, Fireflies will log new participants as leads and log notes under leads.