The Fireflies x Wealthbox integration let's you automatically sync meeting notes and action items directly to Wealthbox. This allows you to create contacts for meeting participants, map meeting notes to people and opportunities, and generate tasks from meeting action items.
Fireflies automatically generates tasks in Wealthbox from meeting action items as soon as the meeting concludes. You can view them within the Tasks tab.
Connect Fireflies with Wealthbox
- From your home dashboard, navigate to Integrations.
- Search for Wealthbox.
- Click Connect.
- Click the Authorize This Connector button.
- You'll be redirected to Wealthbox, where you'll need to provide Fireflies with the necessary permissions. If you're already logged in, this happens automatically.
- Once done, you will be redirected back to Fireflies, click Continue.
- Once done, you can configure sync preferences to set up how meeting data should be logged.
- You can create new contacts for meeting participants or send notes to only existing contacts. Once you're done, you can click Continue.
- You can also map notes under Opportunities. Once you've chosen the option, click Continue.
- Lastly, you have the option to create tasks from action items. Enable the Create Tasks from Action items toggle and click Continue.
- To verify the connection, click Create a sample note in Wealthbox button. If the push is successful, you will see a Push completed message. Then, click Continue.
- Click Save to Complete your Setup to finalize your setup.
- This completes the Fireflies Wealthbox integration.