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Automatically update Pipedrive deals based on insights from Fireflies meeting transcripts. Latenode's visual editor makes it easy to build custom logic and scale the automation affordably, using no-code blocks or JavaScript.
Connect Pipedrive and Fireflies in minutes with Latenode.
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Create a New Scenario to Connect Pipedrive and Fireflies
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or Fireflies will be your first step. To do this, click "Choose an app," find Pipedrive or Fireflies, and select the appropriate trigger to start the scenario.
Add the Pipedrive Node
Select the Pipedrive node from the app selection panel on the right.
Pipedrive
Configure the Pipedrive
Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Fireflies Node
Next, click the plus (+) icon on the Pipedrive node, select Fireflies from the list of available apps, and choose the action you need from the list of nodes within Fireflies.
Pipedrive
โ
Fireflies
Authenticate Fireflies
Now, click the Fireflies node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fireflies settings. Authentication allows you to use Fireflies through Latenode.
Configure the Pipedrive and Fireflies 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 Pipedrive and Fireflies Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
Fireflies
Trigger on Webhook
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Pipedrive
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โ
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Pipedrive, Fireflies, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Pipedrive and Fireflies integration works as expected. Depending on your setup, data should flow between Pipedrive and Fireflies (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Pipedrive + Fireflies + Slack: When a deal reaches a specific stage in Pipedrive, the automation retrieves the relevant meeting transcript from Fireflies. It then posts a summary of the meeting transcript to a designated Slack channel for team awareness.
Fireflies + Pipedrive + Google Sheets: This automation stores meeting transcripts from Fireflies along with corresponding Pipedrive deal information in a Google Sheet. This enables easier tracking and analysis of meeting outcomes in relation to deal progress.
About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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About Fireflies
Automate meeting workflows with Fireflies in Latenode. Transcribe calls, extract action items, and route summaries to project management tools. Stop manual note-taking, and use Latenode's visual builder to create custom flows triggered by new Fireflies transcripts. Scale your processes and keep everyone aligned.
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How can I connect my Pipedrive account to Fireflies using Latenode?
To connect your Pipedrive account to Fireflies on Latenode, follow these steps:
Can I automatically log Fireflies meeting summaries to Pipedrive?
Yes, you can! Latenode's visual editor makes this easy. Automatically add meeting notes and transcriptions as activities to relevant Pipedrive deals, improving sales team efficiency.
What types of tasks can I perform by integrating Pipedrive with Fireflies?
Integrating Pipedrive with Fireflies allows you to perform various tasks, including:
What Pipedrive data can I access through Latenode?
Latenode allows you to access and use data from Pipedrive deals, contacts, organizations, activities, and more, all within visual workflows.
Are there any limitations to the Pipedrive and Fireflies integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: