How to Set Up Copper and Fireflies Integration

The Copper + Fireflies integration keeps your CRM up to date by automatically sending meeting transcripts, summaries, and notes to Copper — no manual updates needed. Perfect for Google Workspace users who want an effortless way to keep contacts and deals organized.

Let’s get started 🚀

🔍 What does the Copper Integration do?

The integration connects Fireflies to Copper, so every meeting’s key details sync automatically.

It helps you:

• 🔄 Auto-sync notes — Meeting data goes straight to the right contacts and deals.

• 📝 Capture key takeaways — Important insights stay attached for easy reference.

• ⚙ Save time — Skip manual entry and keep your CRM accurate effortlessly.

🔑 Prerequisites

Before connecting Copper with Fireflies, ensure you have the following:

• Active Copper Account: You need a Copper account. If you don’t have one, you can sign up on their website.

• Fireflies Account: Make sure you’re logged into your Fireflies account.

• API Key from Copper: You’ll need to generate an API Key from Copper to connect it with Fireflies. Don’t worry, we’ll guide you through the process!

Once you’ve completed these steps, you’re ready to connect Fireflies with Copper!

🔐 Get the Copper API Key

Before Fireflies can send transcripts to Copper, it needs permission to connect securely. This is done using a Copper API Key — think of it as a secure pass that lets Fireflies talk to your Copper account.

Don’t worry — generating it is quick and simple. Here’s how:

Generate Your Copper API Key

Step 1: Log in to your Copper account, click your profile in the top-left, then go to Integrations → API Keys. This is where you’ll generate the key to securely connect Copper with Fireflies.

Step 2: Click Generate API Key, give it a label (e.g., Fireflies Demo), and copy the key that appears.

🔗 Connect Copper to Fireflies

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

Step 2: Click Connect. A modal will open asking you to enter your Copper API Key and the linked email address. Once you’ve entered them, click Authorize to finish the connection.

Step 3: Once authorized, you’ll be redirected back to Fireflies to configure your integration setup.

⚙ Setting Up Your Configuration

Step 1: Enter Your Copper API Key and Email

We’ve already pulled in your Copper API key and email from the earlier steps, so no need to type them again. Just take a quick look — if anything seems off (like the wrong key or email), you can easily fix it here before moving ahead.

Step 2: Choose How Notes Are Logged

Choose how you want Fireflies notes to appear in Copper. By default, they’ll show up as a Note, but you can switch them to a Meeting, Phone Call, To-Do, or SMS — whatever makes the most sense for your team’s workflow.

Step 3: Save Your Settings

Click Save to activate the integration — a flash message will confirm that your “Settings saved successfully”.

⚡ Test Integration with Copper

Before sending real meeting notes, you can quickly test the integration to make sure everything is set up correctly.

Insert Sample Data → See how a meeting note will show up in Copper without affecting your real CRM data.

1. Click the vertical ellipsis (⋮) next to your Copper configuration and select Insert Sample Data.

2. A flash message will confirm — “Sample data pushed successfully”.

Resync Past Meetings → Want older meeting notes in Copper too? You can pull those in anytime.

1. Click the vertical ellipsis (⋮) next to your Copper configuration and select Resync Past Meetings.

2. A flash message will confirm — “Past meetings sync successfully”.

⚙ Edit Settings

Need to update your connection or change how notes are logged? Click Edit in the top-right of your Copper integration, update your API key/email if needed, pick the activity type (Note, Meeting, Call, To Do, SMS), and hit Save to apply.

📤 How Meeting Data Appears in Copper

Once connected, Fireflies automatically sends your meeting transcripts, summaries, and notes straight into Copper. They’ll appear under the activity type you selected during setup (for example, Note or Meeting).

❌ Disconnect Integration

If you no longer need Fireflies connected to Copper — for example, if your team switches CRMs or you just want to pause the connection — you can disconnect it with a single click.

Click the Disconnect button to remove the Copper integration. This will immediately stop Fireflies from sending meeting notes and summaries to Copper.

🛠 Troubleshooting

❓ Frequently Asked Questions

Q1. Where do Fireflies meeting notes show up in Copper?

Meeting notes show up under the feed, inside the activity type you selected (e.g., Note or Meeting).

Q2. Can Fireflies log meetings to multiple contacts in Copper?

Yes. If multiple participants from your CRM are on the call, Fireflies will log the meeting notes under each of their records.

Q3. Does Fireflies update existing Copper records?

Yes. If the contact already exists, Fireflies attaches the meeting notes to their record instead of creating a duplicate.

Q4. Can I filter which meetings get logged into Copper?

No, Fireflies logs all meetings it attends. If you want to limit what gets logged, manage this through Fireflies meeting settings or by choosing which meetings Fireflies should join.

🔄 Recap

The Fireflies + Copper integration makes it easy to keep all your meeting notes, transcripts, and summaries in one place. Once connected:

• Notes are automatically logged under the activity type you choose (like Note or Meeting).

• New contacts are created in Copper if they don’t already exist.

• Past meetings can be pulled in with a quick resync.

• You’re always in control — update or disconnect the integration anytime.

📚 Related Guides

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

• AI Meeting Summaries Guide → Learn how to customize and share your meeting summaries.

• Learn About Fireflies + CRM Integrations – Connect Fireflies with CRMs like HubSpot, Zoho, Pipedrive, Close.io, etc.