This article covers steps to log meeting notes under HubSpot Deals. Ensure you've completed the HubSpot-Fireflies integration steps before proceeding further.
Related: How to setup Fireflies with HubSpot integration
- To use this feature, existing integration users must disconnect and reconnect the integration.
- Turn the Log meeting notes under pipeline deals toggle on.
- Select an appropriate Deal pipeline and Deal stage and click Save Settings.
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.