Integrations Fireflies Sage Sales Management
Fireflies + Sage Sales Management

Connect Fireflies and Sage Sales Management to Build Intelligent Automations

Choose a Trigger

Fireflies

When this happens...

Choose an Action

Sage Sales Management

Automatically do this!

Ready to use Fireflies and Sage Sales Management automations

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 Activity

New Activity

Triggers when a new activity is created.

New Account

New Account

Triggers when a new account is created.

New Calendar Item

New Calendar Item

Triggers when a new calendar item is created.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is created

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 Account

Create Account

Create Account in ForceManager

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Frequently Asked Questions

How do I start an integration between Fireflies and Sage Sales Management?

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

Can we customize how data from Fireflies is recorded in Sage Sales Management?

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

How often does the data sync between Fireflies and Sage Sales Management?

The data sync between Fireflies and Sage Sales Management 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 Sage Sales Management?

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 Sage Sales Management?

Yes, you can set conditional logic to control the flow of data between Fireflies and Sage Sales Management. 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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Sage Sales Management

About Sage Sales Management

ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.

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