Fireflies.ai + Redtail CRM
Create Redtail CRM activities for new Fireflies.ai meetings
Effortlessly keep track of your meetings with this Fireflies.ai to Redtail CRM workflow. Whenever a new meeting is created in Fireflies.ai, an activity will be generated in Redtail CRM, ensuring your team stays in the loop on important discussions and action items. Stay organized and efficient, while enhancing collaboration with this powerful automation.
Effortlessly keep track of your meetings with this Fireflies.ai to Redtail CRM workflow. Whenever a new meeting is created in Fireflies.ai, an activity will be generated in Redtail CRM, ensuring your team stays in the loop on important discussions and action items. Stay organized and efficient, while enhancing collaboration with this powerful automation.
- When this happens...New Meeting
Triggers when a new meeting with transcripts is created.
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
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
Activity Deleted
Triggers when an activity is deleted in your database.
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
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try It
