Sync Fireflies sales call recaps into HubSpot deals
After every external sales call, file the Fireflies transcript on the HubSpot deal, log action items as tasks, and DM the deal owner a tight Slack brief.
Integrations
Fireflies.ai
HubSpot
Slack
Type
Categories
- Sales
- Operations
Build me an agent workflow that turns every external sales call into clean CRM updates. The trigger is a new transcript in Fireflies.ai (poll trigger, event type new_transcript).
When a new transcript fires, do the following:
1. Call Fireflies.ai Get Transcript to pull the full transcript, including attendees, summary, action items, and key points.
2. Filter out internal-only meetings. Only proceed if at least one attendee has an email domain that does not match my company domain. If every attendee is internal, stop and log that the meeting was skipped.
3. For each external attendee, run HubSpot Search Contacts by email to find the matching contact. Walk the contact's associations to find an open deal. If multiple open deals match, pick the one with the closest close date. If no contact or deal is found, stop and log the reason.
4. Use HubSpot Create Note to attach a structured recap to the deal. The note should include: meeting title and date, attendees, a one-paragraph summary, sentiment read, objections raised, competitor mentions, key next steps, and a link back to the Fireflies transcript. Tag the note with the Fireflies transcript ID so re-runs do not duplicate it.
5. For each action item in the transcript, call HubSpot Create Task. Set the deal owner as the task owner, write a clear subject from the action item, set a sensible due date (default to three business days from the meeting unless the transcript implies a different timeline), and associate the task with the deal and primary contact.
6. Call HubSpot Update Deal to refresh stage notes or close-date confidence based on signals in the transcript. For example, if the prospect confirmed budget and timeline, push close-date confidence up; if they raised a blocking objection, flag it on the deal and leave the stage unchanged.
7. Finally, use Slack Send a Message to DM the deal owner. Match the deal owner to a Slack user by email. The DM should be a tight three-bullet brief: what happened, what to do next, and any risks. Include a direct link to the HubSpot deal.
Keep the agent idempotent: before writing a recap note, check the deal for an existing note tagged with the same Fireflies transcript ID, and skip if it already exists. Log every run with the transcript ID, deal ID, and what was written so I can audit it later.
What it does
- Watches Fireflies.ai for new transcripts and skips internal-only meetings by requiring at least one external attendee.
- Pulls the full transcript, summary, action items, and key points, then finds the right HubSpot contact and open deal by attendee email.
- Posts a structured recap note on the deal covering sentiment, objections, next steps, and competitor mentions.
- Creates a HubSpot task for each action item, owned by the rep with a sensible due date, and updates deal stage notes based on signals in the transcript.
- DMs the deal owner in Slack with a three-bullet brief and a direct link to the deal.
What you’ll need
- A Fireflies.ai account with transcripts available via the API.
- A HubSpot account with permission to read contacts and deals and to create notes, tasks, and deal updates.
- A Slack workspace where the agent can DM deal owners.
- A consistent way to map HubSpot deal owners to Slack users (matching email is usually enough).
How to customize it
- Tighten or loosen the external-attendee filter, for example require a non-company domain or a specific meeting title pattern.
- Change how recap notes are formatted, which signals bump the deal stage, or what default due date you assign to action items.
- Swap the Slack DM for a channel post, change the recap to a thread reply, or add the account executive's manager as a CC.
Use cases
- Meeting Workflows
- Data Sync
- Notifications & Alerts
