How to log notes under existing Freshsales Contacts
Last updated: May 24, 2025
This article covers steps to log meeting notes under existing Freshsales contacts. Ensure you've completed the Fireflies-Freshsales integration steps before proceeding further.
Related: How to set up Freshsales Fireflies integration
- Enable the Only log meeting data if contact already exists in CRM toggle and click Save Settings.
- Now, Fireflies will log notes only under existing contacts.
- To view the notes, go to the contact page in Freshsales and click on the relevant contact.
- From the notes section, click Show more.
- You will find the Summary, Outline, Notes, and Action items.
