Fireflies.ai + Zoho CRM

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 Meeting
Triggers when a new meeting with transcripts is created.
TriggerInstant
automatically do this!
Add Attachment
Add attachment to the selected Module entry
ActionWrite

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Supported triggers and actions

- 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
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

- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It

- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- 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
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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write