How to log meeting notes under Pipedrive deals
Last updated: May 24, 2025
This article covers steps to log meeting notes under Pipedrive leads. Ensure you've completed the Fireflies-Pipedrive integration steps before proceeding further.
Related: How to set up the Pipedrive and Fireflies integration
Log meeting notes under Pipedrive deals
- Enable the Create meeting logs under deals toggle.
- Select a pipeline and deal stage and click Save Settings.
- Schedule a meeting with the contact tagged as a deal and ensure the Fireflies bot joins the meeting.
- After the meeting, go to the Deals tab in Pipedrive and click on the specific deal.
- Under the Notes tab, click on the expand icon.
- You will find the summary Overview, Outline, Notes, and Action items.
