This guide covers steps to set up Pipedrive and Fireflies integration.
Set up Pipedrive and Fireflies integration
- Log in to your Fireflies account and then click Integrations. On the Integrations page, find Pipedrive and click on it.
- Click Connect.
- You'll be redirected to Pipedrive. Log in to your Pipedrive account.
- Click Allow and Install to grant Fireflies permission to access your Pipedrive account.
- This will redirect you back to the Fireflies app. Notice the green check mark on the Pipedrive icon and the Active status.
- Fireflies will now automatically log notes under the appropriate contact in Pipedrive.
Configure Pipedrive-Fireflies settings
1. Learn about Pipedrive-Fireflies settings
- The Pipedrive-Fireflies settings enable you to customize how meeting notes are logged within the CRM. Key elements include:
| Setting | Default status | Comments |
| Log just a note after a meeting ends | OFF | If enabled, Fireflies logs the meeting as a note instead of both calls and notes. |
| Only log meeting data if contact exists | OFF | If enabled, Fireflies logs meeting data only if the contact/lead already exists in the CRM. |
| Create meeting participant as lead | OFF |
If enabled, Fireflies will create or fetch a lead linked to the contact and log notes under the lead. Reconnect your integration when using this feature for the first time. |
| Log meeting notes under pipeline deals | OFF | If enabled, Fireflies logs meeting notes under deals from the selected pipeline. |
| Pipeline | Blank | Select the deal pipeline to log meeting notes under its associated deals. Requires reconnection on first use. |
| Deal stage | Blank | Select the deal stages from the chosen pipeline to log meeting notes. Requires reconnection on first use. |
2. Test Pipedrive integration
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With sample data
- Click Insert Sample Data.
- You will see the sample data named fred within Pipedrive Contacts.
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With Test Push Flow
- Click Test Push Flow.
- You’ll see a test successful message if the connection is a success.
- You will see the test data under Pipedrive Contacts.
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Resync Past meetings
- Click on Resync past meetings to resync old meetings.
Related: Learn about Pipedrive-Fireflies integration
We hope this guide explains how to set up Pipedrive and Fireflies integration. If you have any other questions about using Fireflies, please contact us here.