This guide explains:
What is Fireflies-HubSpot integration?
The HubSpot-Fireflies integration allows you to
- Create a new meeting participant as a Lead.
- Log meeting notes, summaries and transcripts under Leads, Contacts, Deals or Company in HubSpot.
- Create tasks from meeting action items in HubSpot
- Transcribe and summarize HubSpot Dialer Calls
Note:
- Admins can enable integrations for themselves and their entire team. Alternatively, admins can allow team members to set up their integrations individually.
- From the Fireflies integration settings page, you can configure whether Fireflies logs notes under contacts (default) or deals.
- Meetings with internal participants and those recorded via the Chrome extension or "Add to Live" are logged under the contact fred@fireflies.ai.
Read: Read the necessary permissions mandated by HubSpot
Related guides
- How to setup Fireflies with HubSpot integration
- How to save meeting notes under HubSpot leads
- How to save meeting notes under HubSpot Contacts
- How to save meeting notes under HubSpot Deals
- How to process calls from HubSpot Dialer
- How to automatically create tasks on HubSpot from meeting action items
- How to use Fireflies App Cards in HubSpot