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Automatically update Close CRM with insights from Fireflies.ai meeting transcripts. Latenode's visual editor simplifies the workflow and its pay-by-execution pricing makes scaling effortless.
Connect Close CRM and Fireflies.ai in minutes with Latenode.
Create Close CRM to Fireflies.ai workflow
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Fireflies.ai
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Create a New Scenario to Connect Close CRM and Fireflies.ai
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Fireflies.ai will be your first step. To do this, click "Choose an app," find Close CRM or Fireflies.ai, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
Close CRM
Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Fireflies.ai Node
Next, click the plus (+) icon on the Close CRM node, select Fireflies.ai from the list of available apps, and choose the action you need from the list of nodes within Fireflies.ai.
Close CRM
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Fireflies.ai
Authenticate Fireflies.ai
Now, click the Fireflies.ai node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fireflies.ai settings. Authentication allows you to use Fireflies.ai through Latenode.
Configure the Close CRM and Fireflies.ai Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Fireflies.ai Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Fireflies.ai
Trigger on Webhook
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Close CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Fireflies.ai, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Fireflies.ai integration works as expected. Depending on your setup, data should flow between Close CRM and Fireflies.ai (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Fireflies.ai + Close CRM + Slack: When a new transcript is available in Fireflies.ai, the flow searches for the corresponding lead in Close CRM. If a lead is found, a summary of the transcript is posted to a dedicated Slack channel.
Fireflies.ai + Close CRM + Google Sheets: When a new transcript is available in Fireflies.ai, the flow searches for the corresponding contact in Close CRM. If a contact is found, the call transcript summary is logged in a Google Sheet for sales performance tracking.
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Fireflies.ai
Automate meeting summaries with Fireflies.ai in Latenode. Capture transcriptions, extract action items, and push data to your CRM or project management tools. Build custom workflows to analyze call trends or automate follow-ups. Latenode adds flexible data routing and no-code logic to your AI-powered meeting intelligence.
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How can I connect my Close CRM account to Fireflies.ai using Latenode?
To connect your Close CRM account to Fireflies.ai on Latenode, follow these steps:
Can I automatically update Close CRM contacts after a Fireflies.ai meeting?
Yes, you can! Latenode's visual editor makes it easy to map data from Fireflies.ai transcripts to Close CRM, ensuring your contact information is always current and accurate after every call.
What types of tasks can I perform by integrating Close CRM with Fireflies.ai?
Integrating Close CRM with Fireflies.ai allows you to perform various tasks, including:
Can I use JavaScript to transform data between Close CRM and Fireflies.ai?
Yes! Latenode allows you to use JavaScript code blocks to transform data, providing advanced control over data mapping.
Are there any limitations to the Close CRM and Fireflies.ai integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: