This article covers steps to log meeting notes under Zoho contacts. Ensure you've completed the Fireflies-Zoho integration steps before proceeding further.
Related: How to set up Zoho and Fireflies integration
Log meeting notes under Zoho leads
- Enable the Create meeting participant as a 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>All Leads within Zoho and click on the lead.
- Click Notes.
- Click More.
- You will find the Summary, Outline, Notes, and Action items.
We hope this guide explains how to log notes under Zoho leads. If you have any other questions about using Fireflies, please contact us here.