How to set up Salesforce and Fireflies integration

If your team uses Salesforce, integrating it with Fireflies helps keep meeting insights organized directly within your CRM. This ensures conversations and follow-ups are captured automatically without manual updates.

Let’s get started 🚀

🔍 What Does the Salesforce Integration Do?

Once connected, Fireflies automatically logs meeting insights into the appropriate Salesforce records.

Here’s what you can expect:

• Push meeting notes and action items to Salesforce

• Attach notes to relevant contacts, accounts, opportunities, or leads

• Automatically keep CRM records updated after meetings

• Use integration rules to control which meetings sync to Salesforce

This helps teams capture meeting insights directly inside Salesforce without manual updates.

🔑 Prerequisites

Before connecting Salesforce with Fireflies, make sure you have:

• An active Fireflies account

• A Salesforce account with REST API access (Enterprise, Unlimited, Performance, or Developer edition)

Once these are ready, you can connect Salesforce to Fireflies in just a few steps.

🔗 Connect Fireflies with Wealthbox

Step 1: Log in to your Fireflies account. Navigate the Integrations page, and search for Salesforce. Click on it to get started.

Step 2: Click Connect, then sign in to your Salesforce account and complete the authentication process.

Step 3: Review the requested permissions and click Allow to grant Fireflies access to your Salesforce account.

Step 4: Once authorized, you’ll be redirected back to Fireflies, and the integration will be successfully connected.

⚙ Setting Up Your Configuration

Step 1: Configure Contact Options

Choose how Fireflies should handle Contacts and Leads when logging meeting notes in Salesforce.

• Log notes under existing Contacts/Leads only

  • By default (OFF): Fireflies will log meeting notes even if no matching Contact or Lead exists. In such cases, it may create a new record (based on your other settings) so the notes can still be stored.

  • When enabled (ON): Fireflies will only log notes if a matching existing Contact or Lead is found in Salesforce. If no match is found, the meeting notes will not be logged.

📄 How to save notes under a Salesforce Lead

• Create Leads instead of Contacts → Fireflies will create a Lead for new meeting participants instead of creating a Contact.

📄 How to save notes under a Salesforce Lead

• Log notes under Fireflies Notetaker (Fred) → If no matching contact is found, Fireflies will log the notes under Fred’s Contact or Lead (fred@fireflies.ai) if it exists.

After selecting your preferred options, click Continue.

Step 2: Configure Meeting Notes Settings

Choose how Fireflies should log meeting information in Salesforce. You can turn each option ON or OFF depending on how you want meeting data recorded.

• Create Events → When enabled, Fireflies creates a Salesforce Event for every meeting so the meeting appears in the activity history of the related record.

• Create Tasks → When enabled, Fireflies converts meeting action items into Salesforce Tasks, helping teams track follow-ups directly in Salesforce.

📄 How to create tasks in Salesforce from meeting action items

• Attach Meeting Notes to Opportunities → When enabled, Fireflies adds the meeting notes to any open Opportunity associated with the matched contact or lead.

📄 How to save meeting notes under Salesforce Opportunities

• Attach Meeting Notes to Accounts → When enabled, Fireflies also attaches the meeting notes to the related Account, giving teams full visibility into customer conversations.

After selecting your preferred options, click Continue.

Step 3: Send a Sample Meeting

Before finishing the setup, you can test the integration by sending a sample meeting note.

• Click Send Sample. Fireflies will send a test meeting note to Salesforce based on your selected settings.

• Open Salesforce to confirm the sample record appears correctly.

Once verified, click Continue to complete the setup.

🧩 Additional Options – Integration Rules

By default, Fireflies logs meeting notes and action items to Salesforce for every meeting. While this ensures all meeting details are captured, you may want to limit which meetings sync to your CRM. Integration Rules help you control which meetings send notes or tasks to Salesforce.

🗂 All Meetings

Log notes from every meeting — client calls, internal syncs, or check-ins — with no filters applied.

📝 Meeting Title

Log notes to Salesforce only when the meeting title matches specific rules (Contains, Starts with, Equals, Doesn’t Contain).

Example: Only log meetings titled Client Review or Interview.

👤 Meeting Host

Filter meetings based on who hosted the meeting.

• Equals → Only log meetings hosted by john@example.com.

• Not Equal → Log all meetings except those hosted by john@example.com.

👥 Meeting Participants

Filter meetings based on who attended.

• Contains → Only log meetings where sara@example.com attended.

• Doesn’t Contain → Exclude meetings that included alex@example.com.

🎦 Meeting Type

Filter meetings by meeting type.

Example:
Equals → External → Only external meetings will be logged to Salesforce.

🔀 Apply Multiple Filters

Combine filters to control exactly which meetings sync to Salesforce.

Example:
Meeting title contains Interview AND host is john@example.com.

Rules can use AND (all conditions must match) or OR (any condition matches).

You can view all the filters currently applied to your configuration. In this example, notes will only be logged to Salesforce for meetings that match all of these criteria:

✅ Example applied: Title contains Interview, host = John, participant = Mary, type = External.

💾 Save Your Configuration

Click Save to activate the integration — a flash message will confirm that your configuration has been successfully added.

🛠 Manage Configuration

Over time, you may need to update your Salesforce integration — for example, to rename a configuration, update meeting rules, or remove configurations you no longer use. Fireflies makes this easy with a few quick options:

• ✏ Edit Configuration Name → Give each Salesforce configuration a clear, descriptive name so it’s easy to identify. Click the configuration name (for example, Default Configuration), type a new name (such as Salesforce Meeting Notes), and click outside the field to save.

⚙ Edit Configuration Settings → Need to update how Fireflies logs meeting notes or tasks in Salesforce? Click the vertical ellipsis (⋮) next to a configuration, select Edit, update the settings or meeting rules, and click Update to save your changes.

🔘 Enable or Disable a Configuration → Use the toggle switch next to a configuration to quickly control it. Toggle ON to automatically log meeting notes and tasks to Salesforce; toggle OFF to pause the integration without deleting the configuration.

🗑 Delete Configuration → If a configuration is no longer needed (for example, your team no longer wants meeting notes logged to Salesforce), you can safely delete it. Click the vertical ellipsis (⋮) next to the configuration, select Delete, and confirm.

📤 How Notes Appear in Salesforce

Once the Salesforce integration is set up, Fireflies logs meeting notes under the relevant Contacts, Leads, Opportunities, or Accounts in Salesforce. This helps your team keep meeting conversations connected to the right CRM records.

The record can include the meeting summary, notes, action items (as tasks if enabled), meeting activity or event, and a link to the full Fireflies transcript, making it easy to review meeting details directly inside Salesforce.

❌ Disconnect Integration

If you no longer want Fireflies connected to Salesforce, you can disconnect the integration at any time.

Click Disconnect to remove the Salesforce integration. Fireflies will stop logging meeting notes and tasks to your Salesforce records.

🔧 Troubleshooting

❓ Frequently Asked Questions

Q1. Where are meeting notes logged in Salesforce?
Meeting notes are logged under the related Contacts, Leads, Opportunities, or Accounts based on the participant matched during the meeting.

Q2. Can Fireflies create tasks from meeting action items?
Yes. If Create Tasks is enabled, Fireflies will convert meeting action items into Salesforce Tasks.

Q3. What’s the difference between switching OFF and deleting a configuration?

• Toggle OFF: Temporarily pauses the integration but keeps the configuration saved.

• Delete: Permanently removes the configuration. You’ll need to create a new configuration to use the integration again.

Q4. What happens if a meeting participant doesn’t exist in Salesforce?
Depending on your settings, Fireflies can create a new Lead for the participant or log the notes under Fireflies Notetaker (fred@fireflies.ai) if no matching contact is found.

🔎 Recap

The Salesforce integration helps automatically capture meeting insights inside your CRM.

• Log meeting notes and summaries under Contacts, Leads, Opportunities, or Accounts

• Create Salesforce Tasks from meeting action items

• Track meetings as Events if enabled

• Use integration rules to control which meetings sync to Salesforce

This helps teams keep meeting context and follow-ups directly inside Salesforce.

📚 Related Guides

Want to explore more? These guides will help you get the most out of Fireflies.

• Learn About Fireflies + CRM Integrations → Discover how Fireflies connects with CRMs like Copper, Zoho, Close.io, and more.

• AI Meeting Summaries Guide → Understand how Fireflies captures, summarizes, and organizes meeting takeaways.