Fireflies.ai + Microsoft Dynamics 365 CRM

Create Fireflies.ai audio uploads for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales pipeline by instantly capturing crucial client information with this Microsoft Dynamics 365 CRM and Fireflies.ai workflow. Whenever a new lead is added in your Dynamics 365 CRM, this automation will upload an audio file to Fireflies.ai for efficient note-taking and enhanced lead nurturing. Stay organized and boost your sales productivity with this seamless integration.

Effortlessly manage your sales pipeline by instantly capturing crucial client information with this Microsoft Dynamics 365 CRM and Fireflies.ai workflow. Whenever a new lead is added in your Dynamics 365 CRM, this automation will upload an audio file to Fireflies.ai for efficient note-taking and enhanced lead nurturing. Stay organized and boost your sales productivity with this seamless integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    Fireflies.aiFireflies.ai
    Upload Audio

    Creates a new meeting in Fireflies to be stored, transcribed, and shared.

    ActionWrite
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Supported triggers and actions

fireflies logo
fireflies logo

About Fireflies.ai

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

Related categories

  • Transcription
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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