Fireflies.ai + Salesforce
Create records in Salesforce when new meetings occur in Fireflies.ai
When a new meeting is scheduled in Fireflies.ai, this workflow seamlessly adds a record in Salesforce. It's a perfect solution for those who need to effectively track and manage meetings in the CRM, ensuring all details are logged the moment they're created in Fireflies.ai. It saves time and keeps your Salesforce database up-to-date with your latest meetings.
When a new meeting is scheduled in Fireflies.ai, this workflow seamlessly adds a record in Salesforce. It's a perfect solution for those who need to effectively track and manage meetings in the CRM, ensuring all details are logged the moment they're created in Fireflies.ai. It saves time and keeps your Salesforce database up-to-date with your latest meetings.
- When this happens...New Meeting
Triggers when a new meeting with transcripts is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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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
New Contact
Triggers when a new Contact is created.
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
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
