How to set up Pipedrive and Fireflies integration

Keep your CRM tidy and always up to date. With the Fireflies + Pipedrive integration, meeting notes, transcripts, and summaries flow directly into your CRM — no manual data entry required.

Whether you’re in sales, account management, or customer success, this integration helps you:

✅ Automatically sync Fireflies notes and summaries to Pipedrive contacts, leads, or deals
✅ Keep CRM data accurate with zero manual copy-paste
✅ Track follow-ups and action items inside Pipedrive

🔧 Step-by-Step: Setting Up Pipedrive + Fireflies

1. From your Fireflies dashboard, go to Integrations.

   

2. Search for Pipedrive and click on it.

   

3. Click Connect. You’ll be redirected to Pipedrive → log in with your account.

   

4. Next, Click Allow and Install to grant Fireflies the necessary permissions.

   

⚙ Configuration Options

Once connected, you’ll see a list of toggles to control how Fireflies logs your meetings into Pipedrive.

1. Log just a note after a meeting ends: By default, Fireflies logs the meeting as both a call and a note.

• Toggle this ON if you only want Fireflies to save the meeting as a note.

  

2. Only log meeting data if a contact exists: When enabled, Fireflies won’t create new contacts. It will only log notes for participants that already exist in Pipedrive.

   

3. Create meeting participant as lead: If a participant isn’t already a contact, Fireflies can create a new lead linked to that person and log the notes under it.
   👉 You may need to reconnect your integration the first time you enable this.

   

4. Log meeting notes under deals: Push Fireflies notes directly into deals linked to meeting participants.
   👉 Requires reconnection when enabled for the first time.

   

5. Pipeline & Stages

• Choose the pipeline

• and specific stages where you want Fireflies to log notes. Perfect for mapping meeting insights to the right stage of your sales funnel.

  

🧪 Test & Manage Your Integration

Click the ⋮ (three-dot menu) next to Pipedrive in Fireflies to access extra options:

• Insert Sample Data → Creates a dummy contact called Fred in Pipedrive so you can see how notes log.

• Test Push Flow → Sends a test note from Fireflies to Pipedrive. You’ll see a Test successful confirmation if the connection works.

• Resync Past Meetings → Pushes notes from older meetings into Pipedrive if they didn’t sync earlier.

  

👀 How It Looks in Pipedrive

Once synced, you’ll find Fireflies meeting notes logged under the appropriate:

• Contact record (Notes section)

• Lead (if the “Create as Lead” option was enabled)

• Deal (if you enabled “Log under deals” + chose Pipeline/Stage)

  

The logged note typically includes:

• Meeting title and date

• List of participants

• Fireflies meeting page link

• Summaries, keywords, and action items

This ensures all conversations are documented and easy to track inside your Pipedrive workflow.

🔌 Disconnect

• To fully remove access, click Disconnect from the Pipedrive integration page.

  

✅ That’s it! From now on, Fireflies will handle the logging for you — so you can focus on closing deals, not updating records.