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Fireflies.ai + Zoho CRM

Fireflies.ai + Zoho CRM integrations

Add new Fireflies.ai meetings as attachments in Zoho CRM

Organize your Fireflies.ai meetings efficiently by linking it with the Zoho CRM app. Once a new meeting occurs in Fireflies.ai, the workflow swiftly adds attachments in the corresponding Zoho CRM record, saving you time and eliminating the need for manual entries. This seamless integration between Fireflies.ai and Zoho CRM provides a clear record of meetings and aids in better data organization in your CRM.

When this happens...
New MeetingTriggers when a new meeting with transcripts and summary is created.
TriggerInstant
automatically do this!
Add AttachmentAdd attachment to the selected Module entry
ActionWrite

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More things you can do with Fireflies.ai and Zoho CRM

Discover other triggers and actions you can use with Fireflies.ai and Zoho CRM

- Select AI Skill
  Required
Trigger
Instant
Try It
- Unique Upload ID
- Title
  Required
- Audio URL Link
  Required
- Video URL
- Participant Name
- Participant Email
- Participant Phone
Action
Write
- Meeting ID
  Required
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Summary Format
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It

New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It

- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Transcript Format
- Include Speaker Names
- Include Timestamps
- Summary Format
- Apply Config when
- Operator
- Keyword
Trigger
Instant
Try It
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Summary Format
Action
Search
- Meeting Title
- Host Email
- Participant Email
- Start Date
- End Date
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Summary Format
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Fireflies.ai

Automatic notes from every meeting. Fireflies dials into your call to take notes. Automate actions by setting custom commands and alerts.

HelpHelp

Related categories

Transcription

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Related Zap Templates

Create module entries in Zoho CRM for new meetings in Fireflies.ai

Related Zap Templates

Create module entries in Zoho CRM for new meetings in Fireflies.ai