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Set up your first integration
Quickly connect Fireflies.ai to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Fireflies.ai with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Meeting" from Fireflies.ai.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Fireflies.ai and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Try ItTriggerInstant- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
ActionSearch- TitleRequired
- Date
- Host Email
- Participant Email
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
ActionSearch- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
- Audio URL LinkRequired
- TitleRequired
- Participant Name
- Participant Email
- Participant Phone
ActionWrite- Meeting IdRequired
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
ActionSearch- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Fireflies.ai and Salesforce
Automate case creation for support calls.
Streamline support workflows by automating the creation of Salesforce cases. When Fireflies.ai records and transcribes a new meeting or call, Zapier creates a case in Salesforce, allowing your team to address it immediately. This ensures no customer issue slips through the cracks, speeding up resolution times.
Customer Support Ops
Archive meeting transcripts and link related activities.
IT teams managing system or organizational records can use this workflow to ensure meeting transcripts in Fireflies.ai are linked directly to Salesforce records. When a new meeting is transcribed in Fireflies.ai, Zapier will automatically upload the transcript to Salesforce and associate it with the appropriate Salesforce record. This ensures centralized access to records and improves documentation consistency.
ITPush meeting summaries to CRM for deal tracking.
Sales Ops professionals can use this workflow to streamline deal tracking. When Fireflies.ai generates a transcript for a new meeting, Zapier uploads it to Salesforce and associates it with the relevant opportunity or contact. This eliminates the manual work of transferring notes and enhances tracking efficiency.
Sales OpsLearn how to automate Fireflies.ai on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Fireflies.ai + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fireflies.ai and Salesforce
What is required to integrate Fireflies.ai with Salesforce?
To integrate Fireflies.ai with Salesforce, you'll need both a Fireflies.ai account and access to Salesforce. Ensure that you have the appropriate permissions in both systems to create integrations, as this often involves setting up API access tokens or connecting through an integration platform that supports both applications.
How do I set up a trigger for a meeting recorded by Fireflies.ai to create a contact in Salesforce?
First, you'll need to establish a trigger within your automation platform, selecting Fireflies.ai as the source with 'New Meeting' as the trigger event. Then, set your action app as Salesforce and choose 'Create Contact.' Map relevant fields from the meeting notes such as name and email address extracted from the call transcript.
Can I automate sending meeting summaries from Fireflies.ai into Salesforce opportunities?
Yes, it's possible to automate this process. Set up a trigger event for when a meeting ends in Fireflies.ai and choose 'Create Note' or 'Update Record' in Salesforce opportunities as your action. This will allow you to automatically attach meeting summaries or insights directly into specific opportunities.
What actions can I perform in Salesforce with triggers from Fireflies.ai?
You can execute numerous actions in Salesforce such as creating or updating contacts, leads, and opportunities based on triggers like new meetings or completed transcriptions from Fireflies.ai. Specific workflows can be tailored based on your team's needs.
How do I ensure data accuracy when transferring information from Fireflies.ai to Salesforce?
To ensure data accuracy, it's crucial to correctly map fields during the integration setup between Fireflies.ai and Salesforce. Double-check field correspondences such as names, emails, company details, etc., and consider using validation rules within Salesforce for data consistency.
Are there any limitations when integrating with custom objects in Salesforce?
While integrating standard objects is straightforward, utilizing custom objects may require additional configuration. Verify that API access is available for these objects in Salesforce and adjust your triggers/actions setup accordingly. Custom field mappings may also be necessary.
How frequently are updates synced between Fireflies.ai and Salesforce?
The frequency of sync updates depends on how you've set up the triggers in your integration tool. Triggers can often run either instantly when an event occurs in Fireflies.ai or at predetermined intervals if batching updates reduces API calls.
