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ActiveCampaign + Fireflies.ai

Create meeting notes in ActiveCampaign deals for new Fireflies.ai meetings

Keep track of important insights from your meetings by automatically adding notes to deals in ActiveCampaign whenever a new meeting takes place in Fireflies.ai. With this workflow, you'll never miss key details discussed in your meetings and can ensure all relevant information is organized and accessible in your CRM, saving you time and effort.

Keep track of important insights from your meetings by automatically adding notes to deals in ActiveCampaign whenever a new meeting takes place in Fireflies.ai. With this workflow, you'll never miss key details discussed in your meetings and can ensure all relevant information is organized and accessible in your CRM, saving you time and effort.

  1. When this happens...
    Fireflies.aiFireflies.ai
    New Meeting

    Triggers when a new meeting with transcripts is created.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Note to Deal

    Adds a note to a deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Trigger
    Instant
    Try It
    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Action
    Search
    • Meeting Title

    • Date

    • Host Email

    • Participant Email

    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Action
    Search
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
    • Audio URL LinkRequired

    • TitleRequired

    • Participant Name

    • Participant Email

    • Participant Phone

    Action
    Write
    • Meeting IdRequired

    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Action
    Search
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
    Try It
    • Task Type (Optional)

    Trigger
    Instant
    Try It
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About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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