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 Pipedrive and Fireflies integration
- Enable the Create meeting participant as lead toggle and click Save Settings.
- Schedule a meeting with a lead. Ensure the Fireflies bot is present in the meeting.
- After the meeting, go to Leads>Leads Inbox within Pipedrive and click on the lead.
- From Notes, click on expand.
- You will find the Summary, Outline, Notes, and Action items.
Related: Learn about Pipedrive-Fireflies integration
We hope this guide explains how to log meeting notes under Pipedrive. If you have any other questions about using Fireflies, please contact us here.