Connect Fireflies and Kylas CRM to Build Intelligent Automations

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Fireflies

When this happens...

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Kylas CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Meeting

New Meeting

Triggers when a new meeting with transcripts is created

New Lead

New Lead

Triggers when a new lead is created in Kylas CRM.

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Lead Updated

Lead Updated

Triggers when a lead is updated in Kylas CRM.

New Deal

New Deal

Triggers when a new deal is generated in the system.

Request a new Trigger for Fireflies

Do thisActions

Action is the task that follows automatically within your Fireflies integrations.

Upload Audio

Upload Audio

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

Find Meeting by ID

Find Meeting by ID

Finds a specific user meeting/transcript

Find Meeting by Call Details

Find Meeting by Call Details

Searches a Meeting based on provided parameters.

Find Recent Meeting

Find Recent Meeting

Gets the most recent user meeting

Find all Meeting

Find all Meeting

Find all Meeting

Create Lead

Create Lead

Creates a new lead in Kylas CRM.

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Frequently Asked Questions

How do I start an integration between Fireflies and Kylas CRM?

To start, connect both your Fireflies and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fireflies triggers actions in Kylas CRM (or vice versa).

Can we customize how data from Fireflies is recorded in Kylas CRM?

Absolutely. You can customize how Fireflies data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Fireflies and Kylas CRM?

The data sync between Fireflies and Kylas CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Fireflies to Kylas CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Fireflies and Kylas CRM?

Yes, you can set conditional logic to control the flow of data between Fireflies and Kylas CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Fireflies

About Fireflies

Fireflies.ai is an AI-powered meeting assistant that helps users transcribe, search, and analyze voice conversations. It integrates with various conferencing platforms to automatically record and transcribe meetings, making it easier for teams to collaborate and access important information from their discussions.

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Kylas CRM

About Kylas CRM

Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.

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