This guide covers steps to integrate Fireflies with Wealthbox.
About Fireflies x Wealthbox integration
- The Fireflies x Wealthbox integration let's you automatically sync meeting notes and action items directly to Wealthbox. This allows you to create contacts for meeting participants, map meeting notes to people and opportunities, and generate tasks from meeting action items. Let's see how this works.
Connect Fireflies with Wealthbox
- From your home dashboard, navigate to Integrations.
- Search for Wealthbox.
- Click Connect.
- Click Authorize This Connector button.
- You'll be redirected to your Wealthbox CRM where you'd need to provide Fireflies with the necessary permissions. If you're already logged in, this happens automatically.
- Once done, you will be redirected back to Fireflies, Click Continue.
- Once done, you can configure sync preferences to set up how meeting data should be logged.
- You have the option to create new contacts for meeting participants or send notes to only existing contacts. Once done, click Continue.
- You can also map notes under Opportunities. Once you've chosen the option, click Continue.
- Lastly, you have the option to create tasks from action items. Enable the Create Tasks from Action items toggle and click Continue.
- To verify the connection, click create a sample note in Wealthbox button. If the push is successful, you will see a Push completed message. Then, click Continue.
- Click Save to Complete your Setup to finalize your setup.
- This completes the Fireflies Wealthbox integration.
How to view notes in Wealthbox
- Navigate to Wealthbox Contacts, select a sample Contact.
- Go to the Notes tab to view the entire notes.
Note: This also applies to opportunities, where notes are mapped to the relevant opportunities linked to the specific contact.
- Fireflies automatically generates tasks from meeting action items as soon as the meeting concludes. You can view them within the Tasks tab.
This integration simplifies CRM updates, helping advisors stay organized, enhance client interactions, and never miss a crucial follow-up. If you have any other questions about using Fireflies, please contact us here.