Connect your meetings to your CRM workflow. The Fireflies-HubSpot integration automatically syncs meeting notes, transcripts, and action items to your HubSpot contacts, leads, and deals.
Connect Fireflies to HubSpot
Log in to Fireflies and click Integrations
Search for "HubSpot" in the search bar and click it
Click Connect
Authenticate with your HubSpot credentials
Enter your HubSpot login details when prompted
Grant the necessary permissions for Fireflies
Confirm the connection
You'll be redirected back to Fireflies
Look for the green checkmark on the HubSpot icon
Status should show as Active
👥 Setting up for your team? Learn How to setup HubSpot integration for your workspace
Configure your HubSpot settings
Customize how meeting data flows into your CRM with these integration settings:
Setting | Default | What it does |
Create meeting participant as a lead | OFF | Creates a new lead for each meeting participant |
Only log if contact/lead exists in CRM | OFF | Logs meeting data only for existing contacts/leads |
Log just a note after meeting ends | OFF | Logs meetings as notes instead of both calls and notes |
Transcribe HubSpot dialer calls | ON | Automatically transcribes dialer calls and logs under contacts/deals |
Log meeting notes to company | ON | Logs meeting notes under the associated company |
Create tasks from action items | ON | Automatically creates HubSpot tasks from meeting action items |
Log notes under pipeline deals | OFF | Logs meeting notes under deals from selected pipeline |
Deal pipeline | – | Choose which pipeline to log meeting notes under |
Deal stage | – | Select specific stages within chosen pipeline |
Deal pipeline and stage settings require reconnection when first configured
Test your integration
1. Insert sample data
After configuring your settings, test with sample data:
Click Insert Sample Data
Sample contacts will be created in your HubSpot account
Review how the data appears in your CRM
2. Test push flow
Verify the connection is working properly:
Click Test Push Flow
Success message confirms the connection
Two test contacts will appear in HubSpot Contacts
3. Resync past meetings
Sync your existing Fireflies meetings to HubSpot:
Click Resync past meetings
All historical meeting data will sync to appropriate contacts
Disconnect or uninstall the integration
If you no longer want Fireflies connected to your HubSpot account, you can either disconnect it from Fireflies or fully uninstall the app from HubSpot.
Disconnect HubSpot from Fireflies
This removes the active integration from your Fireflies workspace, stopping future syncs:
Go to the Integrations tab in Fireflies
Find the HubSpot card
Click Disconnect
Once disconnected, Fireflies will stop syncing transcripts, notes, or data to your HubSpot account. Your past data in HubSpot remains untouched
Uninstall Fireflies from HubSpot
If you want to remove Fireflies entirely from your HubSpot account:
Log into your HubSpot account
Go to Settings > Connected Apps
Find Fireflies in the list
Click Actions → Uninstall
🔗 Follow the full uninstall steps and learn How to uninstall an app from HubSpot
What happens after uninstalling?
✋ No new data will be synced from Fireflies to HubSpot
🔄 Automation stops - any workflows involving Fireflies will cease
💾 Existing data remains - past call summaries and transcripts stay in HubSpot unless manually deleted
Making sense of it all
Testing is crucial - use sample data and push flow tests before going live
Default settings work well for most teams, but customize based on your CRM workflow
Deal pipeline settings require reconnection when first configured
Team-wide setup available for workspace admins to manage integration across all users
Existing data remains completely safe even if you disconnect or uninstall the integration