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Fireflies.ai

Fireflies.ai is an AI meeting assistant. It joins your calls on Zoom, Google Meet, or Microsoft Teams, then records, transcribes, and summarizes them.

The Fireflies.ai CRM integration links every meeting transcript to the right contact in OnePageCRM, so you can review past conversations before the next call without hunting for them.

Need to set it up? See our Help Docs.

Meeting transcripts on the Contact Page

Once the integration is on, every recorded meeting with a contact shows on their page, with the date, the meeting title, and how long it ran. Click one and the full transcript opens in Fireflies.ai.

So recalling what was said in March takes a scroll and a click, not a search through another app.

How CRM widgets work

The Fireflies.ai widget on a OnePageCRM Contact Page, listing meeting transcripts with their dates.

Walk into every meeting prepared

Those transcripts live alongside everything else you know about the contact. The same page holds your calls, emails, notes, and any open deals.

So before the next meeting, you can read back what was discussed last time and what you said you'd do, all in one place.

More about Contact Pages

A OnePageCRM Contact Page with calls, emails, notes, meetings, and deals in one view.

Turn meeting notes into next steps

The best meetings end with clear next steps, and they only count if they happen.

After a recorded meeting, set the next step for that contact in OnePageCRM. It'll remind you to send the recap, share the proposal, book the next call, or do whatever else you agreed to.

More on follow-up reminders

Follow-up reminders next to contacts in OnePageCRM, each with a date and a next step.

Questions

Because a transcript is only useful if you can find it when the contact calls. Fireflies keeps the recordings, your CRM knows the people, and the integration matches each transcript to the right contact so past conversations are there when you need them.

The date and time of each meeting, its title, and how long it lasted. The title links to the full transcript in Fireflies.ai. The widget matches meetings using the first ten email addresses saved on the contact.

Copy your API key from Developer Settings in Fireflies.ai, then install Fireflies.ai under Apps and Integrations in OnePageCRM and paste the key in. The setup guide shows each step.