The Fireflies and Salesforce integration syncs meetings, notes, and transcripts from Fireflies to your Salesforce CRM.
This guide will walk through the integration setup and configuration.
Connect Fireflies with Salesforce
- Click on the Integrations page.
- Search for Salesforce in the search bar and select it.
- Click the Connect button.
- Log In to your Salesforce account.
- Allow Fireflies access to your Salesforce account.
- This will redirect you back to the Fireflies app. Notice the green check mark on the Salesforce icon and the Active status.
Note:
- By default, Fireflies will log meeting notes under Contacts in Salesforce.
- For this integration to work, your Salesforce plan must have the REST API enabled.
- Currently, only Enterprise, Unlimited, Performance, and Developer editions have the REST API enabled by default.
Configure Fireflies + Salesforce Settings
1. Learn about Fireflies+Salesforce settings
- You can configure how you want the meeting notes to be sent to your Salesforce CRM. Key elements include:
| Setting | Default Status | What does it mean? |
| Create meeting participant as a Salesforce Lead | OFF | If enabled, Fireflies creates a new lead for each meeting participant. |
| Attach notes to an Opportunity in Salesforce | OFF | If enabled, Fireflies logs meeting notes under an opened Opportunity in Salesforce. |
| Only log meeting data to existing contacts or leads | OFF | If enabled, Fireflies Logs meeting data only if the contact/lead already exists in the CRM. |
| Only log meeting data as a Note | OFF | If enabled, Fireflies logs the meeting as a note instead of both calls and notes. |
- After configuring the desired Salesforce integration settings, click Save Settings.
2. Test the Salesforce Fireflies Integration
1. Insert Sample contact data
- Click the Insert Sample Data button to sync test contact data from Fireflies to Salesforce.
- You can see the sample data under Contacts>All Contacts within Salesforce.
2. Test Push Flow
- Click the Test Push Flow button to confirm if the integration is working correctly. If the data syncs successfully, you will see a test successful message.
- The test flow will be visible within your Salesforce CRM under Contacts> All Contacts.
3. Resync past meetings
- You can click on Resync past meetings to resync any past meetings.
Hope this article helped you to set up Salesforce integration. If you still have questions on using Fireflies, feel free to ask your questions here.