This guide covers steps to set up Copper and Fireflies integration.
Get the Copper API key
To connect Copper and Fireflies, you need the Copper API key. Here are the steps to get it:
- Log in to Copper. From the left sidebar, click Settings.
- Within Settings, go to Integrations and click API Keys.
- Click Generate API KEY.
- This generates the API key. Next, let us set up the integration.
Set up Copper and Fireflies integration
- Log in to your Fireflies account and then click Integrations. On the Integrations page, find Copper and click on it.
- Copy the API key from Copper.
- Paste the API key and email associated with your Copper account in the Fireflies integration settings and click Connect.
- This completes the integration. Notice the green check mark on the Copper icon and the Active status.
- Fireflies will log log notes under Note, Phone Call, Meeting, To Do, or SMS. You can choose any of these options from the drop-down menu.
Configure Copper-Fireflies settings
1. Test Copper integration
1. With sample data
- Click Insert Sample Data.
- You will see the sample data named fred@fireflies.ai within Copper’s People tab.
2. Resync Past meetings
- Click on Resync past meetings to resync old meetings.
We hope this guide explains how to set up Copper and Fireflies integration. If you have any other questions about using Fireflies, please contact us here.