This article covers steps to log meeting notes under Salesforce Lead. Ensure you've completed the Salesforce-Fireflies integration steps before proceeding further.
Related: How to set up Salesforce and Fireflies integration
Save notes under a Salesforce Lead
- In the Fireflies Salesforce integration settings, enable the option to Create meeting participant as a Salesforce Lead.
By enabling this toggle, whenever a new participant joins your meeting, Fireflies will create a Lead within the Salesforce Lead page.
- Schedule a meeting with a new lead and add the Fireflies bot to the invite.
- After the meeting, go to Salesforce. Click on Lead > All Open Leads.
- Click on the Lead.
- From the Notes & Attachments section, click Meeting notes.
- You will find the Summary, Outline, Notes, and Action items logged under the Lead.
Related: How to set up Salesforce and Fireflies integration
If you have any other questions about using Fireflies, please get in touch with us here.