- To use this feature, existing integration users must disconnect and reconnect the integration.
Related: How to setup Fireflies with HubSpot integration
- Once reconnected, scroll down and turn the Log meeting notes under pipeline deals toggle on.
- Select an appropriate Deal pipeline.
- Select Deal stage.
- Click Save Settings.
Related: How to use Fireflies App Cards in HubSpot.
Note:
- Selecting a deal pipeline and stage is optional for logging notes under deals. These fields can be left blank.
- If no pipeline or stage is selected, Fireflies will create meeting notes for all deals associated with the contacts who participated in the meeting.
Read Next: Learn about HubSpot Fireflies integration
If you have any other questions about using Fireflies, please get in touch with us here.