How to integrate Zoho CRM with Fireflies

In this article, let us see the steps to integrate Zoho CRM with Fireflies.

What is Zoho CRM

Zoho CRM is regarded as one of the most effective CRMs when it comes to sales. Integrate your Zoho account so that all the notes from Fireflies will automatically be associated with the corresponding contact in Zoho CRM.

First, log in to your Fireflies account and then click Integrations on the main menu found on the left. On the Integrations page, hit the Zoho icon.

You'll be redirected to Zoho CRM where you would be able to sign in to your account.

You have successfully enabled Zoho CRM on your Fireflies App. Back on Fireflies, you'll notice the Active badge.

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Note:

By default, Fireflies creates meeting notes for newly identified participants under contact within Zoho CRM
You can toggle, Create meeting participant as a lead to ensure that all newly identified meeting participants will get logged as a lead
- For all subsequent meetings with that participant, Fireflies will log meeting notes according to their email address, irrespective of whether they have been converted into a contact or not.

Today by default, post a meeting Fireflies notes are pushed under the Contact. Take the following steps to start logging Fireflies meeting summaries to deals that are connected to Contacts
To use this feature, existing users of the integration will have to disconnect and reconnect the integration. This is important as logging meeting notes to deals requires additional permissions.
- Enable this toggle to start logging meeting notes under Deals in Zoho
Once this toggle has been enabled, you have to next select the deal stages for which you want fireflies to log meeting notes. Once you've selected this Fireflies will only push meeting notes to deals that are in that specific stage.

In the event no pipeline or stage is selected, Fireflies will create meeting notes for all Deals that are linked to the Contacts that were part of the conversation.

Hope this article helped you to integrate Zoho CRM with Fireflies. Fireflies integrates with all these popular apps.

In case, you have any questions or doubts about how to integrate your favorite apps with Fireflies, drop us an email at support@fireflies.ai