This article covers steps to log meeting notes under Pipedrive contacts. Ensure you've completed the Fireflies-Pipedrive integration steps before proceeding further.
Related: How to set up the Pipedrive and Fireflies integration
By default, Fireflies automatically logs meeting notes under contacts. So, no action is required from your end. Here are the steps to view notes under the contacts:
- Go to Contacts within Pipedrive and click on the desired contact.
- Go to Notes and click on expand.
- You will find the summary Overview, Outline, Notes, and Action items.
Related article: How to use voice commands to create tasks
We hope this guide explains how to log meeting notes under Pipedrive Contacts. If you have any other questions about using Fireflies, please contact us here.