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.
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.