The Fireflies and HubSpot integration syncs meetings, notes, and transcripts from Fireflies to your HubSpot CRM. This guide will walk you through the integration setup and configuration.
How to set up Fireflies with HubSpot integration
- Log in to your Fireflies account and click Integrations.
- Search for HubSpot in the search bar and click it.
- Click Connect.
- Authenticate your HubSpot account using your HubSpot credentials.
- This will redirect you back to the Fireflies app. Notice the green check mark on the HubSpot icon and the Active status.
You can also enable HubSpot for your entire team from the Fireflies Team settings. To know more, read the guide below.
Related: How to setup HubSpot integration for your workspace
Configure HubSpot Fireflies settings
1. Learn about HubSpot settings
- The HubSpot Settings enable you to customize how meeting notes are logged within the CRM. Key elements include:
Setting | Default status | Comments |
Create meeting participant as a lead | OFF | If enabled, Fireflies creates a new lead for each meeting participant. |
Only log meeting data if contact/lead already exists in CRM | OFF | If enabled, Fireflies Logs meeting data only if the contact/lead already exists in the CRM. |
Log meeting as note | OFF | If enabled, Fireflies logs the meeting as a note instead of both calls and notes. |
Transcribe HubSpot dialer calls | ON | Automatically transcribes HubSpot dialer calls and logs notes under appropriate contacts or deals |
Log meeting notes to company | ON | Logs meeting notes under the associated company. |
Log meeting notes under pipeline deals | OFF | If enabled, Fireflies logs meeting notes under deals from the selected pipeline. |
Deal pipeline | Blank | Select the deal pipeline to log meeting notes under its associated deals. Requires reconnection on first use. |
Deal stage | Blank | Select the deal stages from the chosen pipeline to log meeting notes. Requires reconnection on first use. |
2. Test HubSpot Fireflies integration
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Insert Sample Data
After saving the desired HubSpot settings, insert the sample data to test the integration.
- Click Insert Sample Data.
- Sample data will be inserted in your HubSpot contacts.
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Test Push Flow
- Click the Test Push Flow button.
- You’ll see a message if the connection is a success.
- Two test contacts will be created within HubSpot Contacts.
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Resync past meetings
- You can click on Resync past meetings to resync any past meetings.
Related: Learn about HubSpot Fireflies integration
Hope this article helped you to set up the HubSpot-Fireflies integration. If you still have questions on using Fireflies, feel free to ask your questions here.