This article explains how to add and use Fireflies App Cards in your HubSpot CRM.
Note: If you set up your integration with HubSpot before December 2024, you'll need to reconnect (disconnect and reconnect) to enable the App Cards functionality. If you are new, follow these steps to set up the Fireflies-HubSpot integration.
What are Fireflies App Cards for HubSpot?
Fireflies App Cards are customizable widgets that enhance your HubSpot CRM by displaying your meeting data directly within Contact and Companies instances. App cards provide instant access to meeting transcripts, summaries, and key moments without leaving HubSpot.
There are two types of App Cards:
Recent Meetings
- It displays the titles, hosts, sentiments, and dates of the last three meetings at the Contacts and Companies levels.
Soundbites
- It lists sound bites associated with the last three meetings at the Contacts and Companies levels.
Fireflies App Cards are free for all Fireflies users.
How to use Fireflies App Cards?
Recent Meetings Cards
The Recent Meetings Card displays your latest meeting data directly within your HubSpot Contacts and Company views. This card automatically shows each contact or company's three most recent meetings. Click any meeting title to access the full transcript in Fireflies.
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For each meeting, you can view:
- Meeting title with a direct link to Fireflies
- Meeting date and time
- Sentiment analysis (positive, neutral, or negative)
- Meeting summary/gist
Soundbites Cards
The Soundbites Card captures and displays key moments from your last three conversations per Contact or Company. It makes it easy to reference important discussion points without reviewing entire transcripts. Click any sound bite to jump to the specific timestamp in Fireflies.
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Each sound bite includes:
- Key moment from the conversation
- Direct link to that moment in the meeting recording
Also read: How to automatically create tasks on HubSpot from meeting action items
How to add Recent Meetings app cards to your Contact view?
- Log in to your HubSpot account.
- Open any contact record.
- Click Customize record in the top right.
- Select Default View.
- In the middle section, click Add Cards.
- Navigate to Apps tab
- Select Recent Meetings from Fireflies.ai Call Transcripts.
- Click to add the card
- The Recent Meetings card will be visible at the bottom of the Add Cards section. Drag it to the top by holding the dots.
- To view all the meetings, click View all meetings. This will redirect you to the Fireflies dashboard.
Open the Companies instance and follow the same steps to view recent meetings at the account level.
Also read: How to save meeting notes under HubSpot Contacts?
How to add Soundbites app cards to your Contact view?
- Open any contact record.
- Click Customize record.
- Click Default view.
- Click Add cards on the right side of the screen.
- Click Apps.
- Click Soundbites.
- Notice the check mark in the box.
- Next, close the view. You will see the Soundbites at the bottom of the right side of the Apps section. Drag it to the top by holding the dots.
Open the Companies instance and follow the same steps to view Soundbites at the account level.
We hope this guide provides a brief overview of the Fireflies HubSpot App Cards. If you have any other questions about using Fireflies, please contact us here.