Fireflies.ai Integration
Setting up Fireflies.ai#
API Key~5 min setup
AI-powered meeting transcription that brings full conversation context into the CRM. Zoom, Teams, and Google Meet calls are automatically transcribed, and summaries, action items, and sentiment analysis sync to the relevant contact or deal record.
Supported Features
| Feature | Details | Status |
|---|---|---|
| Auto-transcription | Zoom, Teams, and Google Meet calls transcribed automatically | Supported |
| AI summaries | AI-generated meeting highlights and key points attached to timeline | Supported |
| Action items | Extracted action items auto-created as CRM tasks on the linked record | Supported |
| Full transcript search | Transcripts are searchable from the contact timeline — find any conversation | Supported |
| Speaker identification | Each speaker identified and mapped to CRM contacts | Supported |
| Meeting filtering | Choose which meetings to transcribe by participant, calendar, or keyword | Supported |
Before you begin
- ✓Fireflies.ai account (free tier transcribes limited hours; paid recommended for teams)
- ✓Fireflies.ai bot added to your meeting platform (Zoom, Teams, or Meet)
- ✓Admin role in Coeffection
Getting Your API Key
- 1Sign in to app.fireflies.ai.
- 2Go to Settings → API & Integrations (or click your profile → API).
- 3Copy your API key — if none exists, click Generate API Key.
- 4Note your Fireflies.ai webhook URL if you plan to use real-time sync.
Connecting in Coeffection
- 1Go to Admin → Integrations → Fireflies.ai and enter the API key.
- 2Configure which meetings to transcribe: all meetings, or filter by participant email domain, calendar name, or keyword.
- 3Choose how to match transcripts to CRM records: by participant email (default), by meeting title, or both.
- 4Enable action item sync to auto-create CRM tasks from extracted action items.
- 5Save and wait for your next meeting — the transcript will appear on the contact timeline after the call ends.
Contact Timeline — Meeting Transcript
TranscriptionToday, 2:00 PM • 34 min
Q2 Pipeline Review with Acme Corp
AI Summary
Discussed pricing for enterprise tier. Client interested in 50-seat license. Main concern is implementation timeline — wants go-live before Q3. Action: Send revised SOW by Friday.
View full transcript (4,280 words)
Action Items Created
✓Send revised SOW to Acme Corp — Due: Friday
Troubleshooting
Transcripts aren't appearing on contact records▾
Fireflies.ai must be able to join your meetings. Verify the Fireflies bot (Fred) is admitted to your calls — some organizations block unknown participants. Also check that the participant email addresses match CRM contact emails.
Action items aren't creating CRM tasks▾
Enable action item sync in Admin → Integrations → Fireflies.ai. Action items require clear language in the transcript (e.g. 'I'll send the proposal by Friday') — vague statements may not be detected.
ℹ
Enable "Smart Summary" in Fireflies.ai to get AI-generated meeting highlights and action items — these appear as structured timeline entries on the related CRM record so follow-ups are never missed.