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.

When this happens...
New MeetingTriggers when a new meeting with transcripts and summary is created.
TriggerInstant
automatically do this!
Create Process NoteCreates a note on a process. You'll need to find a process first using the 'Find Process' search action.
ActionWrite

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More things you can do with Fireflies.ai and LeadSimple

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

- 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
Call Completed
Triggers when a new call is completed.
Trigger
Instant
Try It
Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
Try It

Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
Try It
Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
Try It
Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
Try It
Task Completed Automatically
Triggers when a task is completed automatically. An automatic task set to auto send.
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Name
- Comments
- Pipeline
  Required
- Stage
  Required
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process Type
  Required
- Stage
  Required
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- Conversation
  Required
- Tag
  Required
Action
Write
- Conversation
  Required
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process Type
  Required
- Process
  Required
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- Property
  Required
- Unit
  Required
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- Pipeline
  Required
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- ID
  Required
Action
Search

- 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
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
Try It
Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
Try It
Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
Try It
Process Created
Triggers when a new process is created.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
Task Completed Manually
Triggers when a task is completed manually. A manual task that does NOT use auto send.
Trigger
Instant
Try It
- From Number
  Required
- To Number
  Required
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- Lead
  Required
- Note Text
  Required
- Created At
Action
Write
- Process
  Required
- Note Text
  Required
- Created At
Action
Write
- Contact
  Required
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- Pipeline
  Required
- Lead
  Required
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- Property
  Required
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- Search
  Required
Action
Search
- Process Type
- Search
  Required
Action
Search
- Property
  Required
- Search
  Required
Action
Search
- ID
  Required
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.

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Transcription

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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