This article covers steps to log meeting notes Zendesk Sell leads. Ensure you've completed the Fireflies-Zendesk Sell integration steps before proceeding further.
Related: How to set up Zendesk Sell Fireflies integration
- By default, Fireflies logs notes under Zendesk Sell contacts.If a meeting participant is not in your contacts, Fireflies will create a new contact and log notes under that contact.
- If you only want Fireflies to create meeting participant as a lead, Enable the Create meeting participant as a Lead toggle and click Save Settings.
- Now, Fireflies will log new participants as leads and log notes under leads.
Related: Learn about Freshsales Fireflies integration
We hope this guide explains how to set up Zendesk Sell and Fireflies integration. If you have any other questions about using Fireflies, please get in touch with us here.