How to log meeting notes under Pipedrive leads
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 Pipedrive and Fireflies integration
- Once you set up your Pipedrive 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 Overview, Outline, Notes, and Action items.
