Connect Fireflies and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use Fireflies and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting
Triggers when a new meeting with transcripts is created
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Action is the task that follows automatically within your Fireflies integrations.
Upload Audio
Creates a new meeting in Fireflies to be stored, transcribed, and shared.
Find Meeting by ID
Finds a specific user meeting/transcript
Find Meeting by Call Details
Searches a Meeting based on provided parameters.
Find Recent Meeting
Gets the most recent user meeting
Find all Meeting
Find all Meeting
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Know More About Fireflies and Salesforce Integrations
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Frequently Asked Questions
To start, connect both your Fireflies and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Fireflies triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Fireflies data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Fireflies and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fireflies and Salesforce. 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.
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.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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