After every sales or client call, Fireflies AI creates a call summary and action items. This workflow pushes that summary directly to the matching HubSpot deal so your team always knows what was said — no manual note-taking needed.
Connect Fireflies AI to Make using the webhook trigger for completed call transcripts.
Search HubSpot for the deal matching the call participant's email address.
Append the Fireflies call summary and action items as a note on the HubSpot deal record.
Optionally, update the deal's last-contacted date and send a Slack nudge to the rep to review action items.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountGive every rep more selling time and keep all your deal records accurate without a single manual update.
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