This guide explains how Fireflies admins can enable the HubSpot integration for their entire workspace.
Prerequisite
- Ensure you have the required permissions from HubSpot to enable this integration as a Fireflies admin. See requirements here.
Enable HubSpot integration
- Go to Team>Team Integrations.
- Enable the HubSpot integration.
- Provide the necessary permissions to authorize Fireflies.
- This will redirect you back to the Fireflies app. Notice the green check mark on the HubSpot icon and the Active status.
Configure Fireflies HubSpot integration settings
- By default, Fireflies will now automatically log meeting notes under contacts.
- To log meeting notes under deals, enable the Log meeting notes under pipeline deals toggle.
- Select the Deal pipeline and Deal stage and click Save Settings.
- If you’re enabling Log meeting notes under pipeline deals for the first time, you must reconnect the integration.
Note:
- As an admin, you can configure and set up the HubSpot integration for your entire team.
- Other teammates cannot modify or edit the integration settings.
Related: How to set up a Fireflies HubSpot Integration (Guide)
We hope this guide has helped explain how to set up HubSpot integration for your entire workspace. If you have any other questions about using Fireflies, please contact us here.