How to Integrate GoHighLevel with Fireflies

Keeping client conversations organized across accounts can be challenging. The GoHighLevel + Fireflies integration automatically sends meeting notes and action items to the right sub-accounts—so everything stays in the right place without manual work.

This is especially helpful for agencies and teams that manage multiple pipelines or client accounts.

Let’s get started 🚀

🔍 What does the GoHighLevel integration do?

This integration sends your meeting notes and action items from Fireflies straight into GoHighLevel—so your CRM stays up to date without extra steps.

Here’s what you can do with it:

• Automatically add meeting notes to the right contacts in GoHighLevel

• Save notes inside the correct sub-account, so client data stays organized

• Keep conversation details in one place, without copying or pasting

It’s an easy way to make sure important meeting details always end up where your team expects them.

🔑 Prerequisites

Before connecting Fireflies with GoHighLevel, make sure the following are ready:

• A GoHighLevel account with access to the sub-account where you want meeting notes to be added

• Fireflies account → Log in to your Fireflies workspace to set up the integration.

• Permission to manage integrations in GoHighLevel (commonly available to admins or agency owners)

Once everything is ready, you can connect the integration.

🔗 Connect GoHighLevel to Fireflies

Step 1: Log in to your Fireflies account, go to the Integrations page, and search for GoHighLevel. Click on it to get started.

Step 2: Click Connect and complete the GoHighLevel authentication process, including OTP verification.

Step 3: Review the requested permissions and click Next, then select the appropriate GoHighLevel sub-account where you want Fireflies to log meeting notes and click Continue.

Step 4: Once approved, you’ll be redirected to Fireflies to configure your integration.

⚙ Setting Up Your Configuration

Step 1: Manage Your Contacts

This step controls how Fireflies manages people in your GoHighLevel CRM.

Create New Participant as New Person in GoHighLevel CRM:

• When enabled, Fireflies will automatically create a new contact record in GoHighLevel for meeting participants who don’t already exist in the selected workspace.

• Turn it OFF if you only want to log notes for existing contacts.

  

Map Notes Only to Existing People:

• Enable this if you only want Fireflies to send meeting notes to contacts that already exist in GoHighLevel. No new contacts will be created when this option is turned on.

  

Once you’ve selected your preferences, click Continue.

Step 2: Verify Your GoHighLevel Setup

Before going live, it’s a good idea to make sure everything is connected correctly. Fireflies provides a quick way to test this.

• Click “Push Sample Meeting Data to GoHighLevel CRM” → Fireflies will instantly send a sample meeting note to the selected GoHighLevel contact.

• Check your GoHighLevel contact to confirm the note appears in the right place.

Once verified, click Continue to proceed.

🧩 Additional Options – Integration Rules

By default, Fireflies sends meeting notes and action items to GoHighLevel for every meeting. While this ensures full coverage, you may not want every call logged in your CRM. Integration Rules let you control which meetings are synced to GoHighLevel, so only the conversations that matter are added to your contacts.

🗂 All Meetings

Send meeting notes and action items to GoHighLevel for every meeting — client calls, internal syncs, demos, or check-ins — with no filters applied.

📝 Meeting Title

Only send meeting notes to GoHighLevel when the meeting title matches the conditions you set (Contains, Starts With, Equals, Doesn’t Contain).

Example: Only log meetings titled “Client Review” or “Demo.”

👤 Meeting Host

Filter meetings based on who hosted the call.

• Equals → Only send meeting notes for meetings hosted by john@example.com.

• Not Equal → Send meeting notes for all meetings except those hosted by John.

👥 Meeting Participants

Filter meetings based on who attended.

• Contains → Only log meetings that include sara@example.com.

• Doesn’t Contain → Exclude meetings that included alex@example.com.

🎦 Meeting Type

Filter meetings based on whether they are internal or external.

• Example: Equals External → Only external meetings will be logged in GoHighLevel.

🔀 Apply Multiple Filters

Combine multiple filters for more precise control over which meetings sync to GoHighLevel.

• Example: Title contains “Demo” AND host is john@example.com.

• Rules can use AND (all conditions must match) or OR (any condition matches).

You can review all the filters currently applied to your configuration. In this example, meeting notes will only be sent to GoHighLevel for meetings that match all of the selected criteria:

✅ Example applied: Title contains Demo, host = John, participant = Mary, type = External.

💾 Save Your Configuration

Click Save to activate the integration — a flash message will confirm that your configuration has been successfully added.

👥 Team Options

Sometimes, you may not want every teammate creating their own configurations for GoHighLevel — especially if you need control over where meeting notes are logged or want consistent CRM organization across clients. Integration Scope allows workspace admins to decide whether the integration applies only to them or across the entire team.

1. Click the vertical ellipsis (⋮) next to your GoHighLevel integration and select Team Options from the dropdown list.

2. A modal window will appear with these options:

• Apply to entire workspace → Toggle this ON to apply the integration across your Fireflies workspace. All team meetings accessible by the team admin will have meeting notes sent to GoHighLevel, ensuring centralized control.

📌 Meetings that are set to private in a teammate’s Privacy Settings won’t be pushed to Wealthbox unless you’re a Super Admin who can access meetings irrespective of team privacy settings.

• Restrict non-admin usage → Toggle this ON to prevent non-admin members from creating their own GoHighLevel configurations. This helps maintain consistent CRM practices and avoids duplicate or misplaced notes.

3. After adjusting the toggles to match your team’s workflow, click Save to apply the changes.

🛠 Manage Configuration

Over time, you may need to update your GoHighLevel integration — whether it’s renaming a configuration, changing how meeting notes are logged, or removing setups you no longer use. Fireflies makes this easy with a few quick options:

• ✏ Edit Configuration Name → Give each GoHighLevel configuration a clear, descriptive name so it’s easy to identify (especially useful if you manage multiple sub-accounts or client pipelines). Click the configuration name (e.g., Default Configuration), type your new name (e.g., Client Account Logging), and click outside the field to save.

• ⚙ Edit Configuration Settings → Need to update how Fireflies logs meeting notes in GoHighLevel? Click the vertical ellipsis (⋮) next to a configuration, select Edit, adjust your contact management or filtering settings, and click Update to save your changes.

• 🔘 Enable or Disable a Configuration → Use the toggle switch next to a configuration to quickly control it.

  Toggle ON to send meeting notes to GoHighLevel.
  Toggle OFF to pause the integration without deleting it.

• 🗑 Delete Configuration → If a configuration is no longer needed — for example, a client account is no longer active — you can safely delete it. Click the vertical ellipsis (⋮) next to the configuration, select Delete, and confirm.

📤 How Meeting Notes Appear in GoHighLevel

Once integrated, Fireflies automatically adds meeting notes to the relevant contact in your selected GoHighLevel sub-account. This ensures all meeting insights are mapped to the correct contact record, keeping your CRM organized and up to date with no manual work.

✅ Manually send meeting notes to GoHighLevel

Prefer sending only certain meetings to GoHighLevel? Fireflies also allows you to manually send meeting notes directly from the Notepad.

This is helpful when you want to review or edit notes first and then send only the relevant conversations to GoHighLevel contacts—without setting up automation rules or configuration.

👉 Learn how: How to manually send Fireflies meeting notes to your CRM

❌ Disconnect Integration

If you no longer need Fireflies connected to GoHighLevel — for example, if your team changes CRM workflows or stops logging meeting notes — you can disconnect it at any time.

Click the Disconnect button to remove the GoHighLevel integration. This immediately ends the connection, and Fireflies will stop sending meeting notes and action items to GoHighLevel.

🛠 Troubleshooting

❓ Frequently Asked Questions

1. Can I connect multiple GoHighLevel sub-accounts?

• No. During authentication, you must select a single GoHighLevel sub-account to connect.

• However, inside Fireflies, you can create multiple configurations for that same selected sub-account (for example, different filters or logging rules).

• If you need to connect a different sub-account, you’ll need to disconnect and reconnect the integration, then select the new sub-account during setup.

2. Can I control which meetings are sent to GoHighLevel?

Yes. Use Integration Rules to filter meetings by title, host, participants, or meeting type so only relevant meetings are logged.

3. Does Fireflies update existing contacts in GoHighLevel?

Yes. If a matching contact already exists in the selected sub-account, Fireflies will attach the meeting notes to that contact.

4. What happens if multiple participants are in a meeting?

Fireflies will log the meeting note under each matching contact in GoHighLevel (based on your contact settings).

5. Can I disable the integration without deleting it?

Yes. You can toggle a configuration OFF to pause syncing without deleting it. You can turn it back ON anytime.

6. Does disconnecting the integration remove past notes?

No. Disconnecting stops future meeting notes from syncing, but any notes already added to GoHighLevel will remain.

🔄 Recap

The Fireflies + GoHighLevel integration keeps your CRM up to date by automatically adding meeting notes to the right contacts inside your selected sub-account.

• Meeting notes are linked to the correct contact records.

• New contacts can be created automatically (based on your settings).

• Integration Rules let you control which meetings are logged.

• You can manage configurations for your team or disconnect at any time.

This integration saves time and keeps your GoHighLevel CRM organized without manual data entry.

📚 Related Guides

Want to explore more? These guides will help you get the most out of Fireflies and Wealthbox:

• Learn About Fireflies + CRM Integrations → Discover how Fireflies connects with CRMs like Copper, Zoho, Close.io, and more.

• AI Meeting Summaries Guide → Understand how Fireflies captures, summarizes, and organizes meeting takeaways.