Fireflies.ai + LeadSimple
Create process notes in LeadSimple for new Fireflies.ai meetings
Effortlessly keep track of your important meetings and streamline your sales processes with this workflow. When a new meeting is added in the Fireflies.ai app, a process note is created in LeadSimple, ensuring that all relevant information is efficiently documented for future reference. Save time and stay organized by connecting your meeting transcripts and notes directly to your sales management tool.
Effortlessly keep track of your important meetings and streamline your sales processes with this workflow. When a new meeting is added in the Fireflies.ai app, a process note is created in LeadSimple, ensuring that all relevant information is efficiently documented for future reference. Save time and stay organized by connecting your meeting transcripts and notes directly to your sales management tool.
- When this happens...New Meeting
Triggers when a new meeting with transcripts is created.
- automatically do this!Create Process Note
Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.
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Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Try ItTranscript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Meeting Title
Date
Host Email
Participant Email
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Try It
Audio URL LinkRequired
TitleRequired
Participant Name
Participant Email
Participant Phone
Meeting IdRequired
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Call Completed
Triggers when a new call is completed.
Try ItLead Changes Stage
Triggers when a lead changes stages.
Try It
