Close CRM and Fireflies.ai Integration

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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.

Close CRM + Fireflies.ai integration

Connect Close CRM and Fireflies.ai in minutes with Latenode.

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Close CRM

Fireflies.ai

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Fireflies.ai

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.

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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.

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Close CRM

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Connect Close CRM

Sign In

Run node once

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.

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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.

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Close CRM

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Fireflies.ai

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#2 Fireflies.ai

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Connection *

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Connect Fireflies.ai

Sign In

Run node once

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.

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Close CRM

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Fireflies.ai

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Fireflies.ai Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Fireflies.ai Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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JavaScript

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AI Anthropic Claude 3

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Fireflies.ai

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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.

Most powerful ways to connect Close CRM and Fireflies.ai

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.

Close CRM and Fireflies.ai integration alternatives

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.

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.

See how Latenode works

FAQ Close CRM and Fireflies.ai

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Close CRM and click on "Connect".
  • Authenticate your Close CRM and Fireflies.ai accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new Close CRM leads from Fireflies.ai meeting summaries.
  • Log Fireflies.ai call transcripts as notes in Close CRM deals.
  • Update Close CRM contact details based on insights from Fireflies.ai.
  • Trigger follow-up tasks in Close CRM after specific keywords are spoken.
  • Analyze call sentiment from Fireflies.ai to prioritize Close CRM leads.

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:

  • Historical data from before the integration setup won't be automatically synced.
  • Complex data transformations may require some JavaScript knowledge.
  • Real-time updates depend on the API rate limits of both Close CRM and Fireflies.ai.

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