This article covers steps to log meeting notes under HubSpot leads.
Pre requisite
- Ensure you've completed the HubSpot-Fireflies integration steps before proceeding further.
Related: How to setup Fireflies with HubSpot integration
Steps to save notes under HubSpot leads
- In the Fireflies HubSpot integration settings, enable the option to Create meeting participant as a Lead.
- By enabling this toggle, whenever a new participant joins your meeting, Fireflies will create a Lead within the HubSpot Lead page.
- Schedule a meeting with a new lead from the calendar connected to your Fireflies account.
- After the meeting, go to HubSpot. Click on the Workspaces and select the Sales workspace.
- Click on the lead tab and select the lead.
- Click Created a note to view the notes.
- This will give you the summary and actionable meeting insights.
Read next: Learn about HubSpot Fireflies integration
If you have any other questions about using Fireflies, please get in touch with us here.