This article covers steps to process calls from the HubSpot dialer. Ensure you've completed the Hubspot-Fireflies integration steps before proceeding further.
Related: How to setup Fireflies with HubSpot integration
- Fireflies automatically transcribes HubSpot dialer calls. Notice the Transcribe HubSpot dialer calls toggle ON by default.
- Once calls are processed, you can find these conversations in your Fireflies Notebook.
Note:
Within HubSpot, when making or receiving calls:
- Click the record button to capture the call.
- After the call, mark the outcome as Connected.
- Failure to follow these steps means HubSpot will not notify Fireflies that a conversation occurred.
Read Next: Learn about HubSpot Fireflies integration
We hope this guide helped you integrate Fireflies with the HubSpot dialer. If you have any other questions about using Fireflies, please contact us here.