This article covers steps to log meeting notes under Freshsales contacts. Ensure you've completed the Fireflies-Freshsales integration steps before proceeding further.
Related: How to set up Freshsales Fireflies integration
By default, Fireflies automatically logs meetings notes under Contacts. If a contact does not exist, Fireflies creates a new contact if needed. To view notes:
- Go to Contacts within Freshsales and click on the desired contact.
- From the notes section, click Show more.
- You will find the Summary, Outline, Notes, and Action items.
Related: Learn about Freshsales Fireflies integration
We hope this guide explains how to set up Freshsales and Fireflies integration. If you have any other questions about using Fireflies, please get in touch with us here.