This guide explains how to integrate Attio CRM with Fireflies.
About the Fireflies x Attio CRM integration
The Fireflies x Attio CRM integration enables users to:
- Automatically sync meeting data—notes, summaries, action items, and tasks—under the relevant person and their associated companies in Attio.
- Automatically create a new Person in Attio against meeting participants who do not already exist in the Attio CRM.
- Generate tasks directly in Attio based on identified action items from a meeting conversation.
How to Integrate Fireflies with Attio CRM
- From the Fireflies dashboard, navigate to Integrations.
- Type Attio in the search bar and select it.
- Click Connect.
- Click Authorize This Connector.
- You will be redirected to Attio to grant permissions to Fireflies. Click Confirm, allowing Fireflies to access and perform tasks in your Attio account.
- After successful authorization, you will be redirected back to Fireflies to continue the integration process. Click Continue.
- The Participant Management tab will open. You will see two options:
- Create New Participant as New Person in Attio: Enable this option to have Fireflies automatically create a Person in Attio for any meeting participant who doesn’t already exist.
- Map Notes Only to Existing People: Enable this to sync meeting data only for existing contacts, ensuring that no new contacts are created automatically.
- Once Participant Management is set, click Continue.
- The Company Mapping tab will open.
- Enable the toggle against Map Notes to Companies to map meeting data to both the meeting participant and their associated companies in Attio.
- Click Continue.
- Fireflies can automatically create tasks in Attio based on action items identified in meetings. To activate this, in the Task Creation Tab, enable the toggle against Create Tasks from Action Items.
- Click Continue.
- Next, test the integration by clicking PUSH SAMPLE MEETING DATA TO ATTIO.
- You’ll see the integration details right under the tab.
- Ensure the meeting data is pushed successfully, and once confirmed, click Continue.
- Finally, click Complete and finish the setup process.
How to enable Attio CRM integration for teams
If you're a workspace admin, you can activate the Fireflies x Attio CRM integration for your entire team.
Follow these steps to set it up:
- Once you’ve enabled the integration, click Team Options.
- A pop-up window will appear. By default, all team options are disabled.
Here’s how to use the toggles:
- Enable the Apply to entire workspace option to activate it for your team. Click Save to apply the changes.
- To prevent team members from setting up their own Attio integration, enable the Restrict non-admin workspace member usage toggle and click Save.
- For complete control, turn on both toggles and click Save. This will enable everyone to use Attio integration and block users from making private integrations.
How to use the Fireflies x Attio CRM integration
Once the integration is active, Fireflies will sync meeting data to Attio, including notes and action items.
Here’s how it works:
- Fireflies identifies participants in each meeting and checks for matching contacts in Attio.
- For each meeting, Fireflies logs data—meeting title, transcript, shorthand bullet points, action items, keywords, and a summary—under the relevant Person in Attio.
- If a participant is not in Attio, Fireflies will automatically create the contact and map the meeting data if you have enabled Create New Participant as New Person in Attio.
- If the option to Map Notes to Companies is enabled, Fireflies will search for the respective company based on the participants’ email domain and map meeting data to the relevant companies.
How to view meeting notes and tasks in Attio
View meeting notes
- To access meeting notes in Attio, go to the People or Companies sections.
- Click on a company or participant’s profile to view the detailed meeting history, including transcripts and action items, organized chronologically.
- Click on a meeting.
- A pop-up window with complete meeting information will appear.
View tasks
- Action items identified by Fireflies will appear as tasks in the Tasks section of Attio and be linked to the relevant contact or company.
- To view the created tasks, click Tasks from the Attio dashboard.
How to disable the Fireflies x Attio CRM integration
- Click Disable in the top right corner of the integration settings to temporarily stop syncing meeting data with Attio.
Note: Once disabled, the Disable button will change to Enable. You can click this and resume the integration anytime.
- To completely remove the integration, click Disconnect.
Note: Once disconnected, you must follow the setup steps again to reconnect.
Hope this guide helped you understand how to set up and use Fireflies x Attio CRM integration. If you have any other questions about using Fireflies, please contact us here.